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Pluralsight

Implementing Salesforce Approvals

via Pluralsight

Overview

In this tutorial you will learn the basics of building Salesforce approval processes, adding automation around approval submissions, and reporting on approval history.

Do you want to learn the best practices behind Salesforce approval processes? This course will help you learn how to build approval processes with Salesforce best practices. In this course, Implementing Salesforce Approvals, you will gain the ability to create Salesforce approval processes from start to finish and create automation solutions around them. First, you will build on the basics of creating an approval process. Next, you will discover automation around approval submissions and record statuses. Finally, you will explore how to create reports on approval history. When you are finished with this course, you will have the skills and knowledge of Salesforce approvals needed to create your own approvals solutions.

Topics:
  • Course Overview
  • Introduction
  • Reasoning for Approvals
  • Using the Approvals Tool
  • Expanding Approvals with Process Builder
  • Reporting on Approval History
  • What's Next?

Taught by

Scott Lee

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