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You're reading from Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

Product type Paperback

Published in Mar 2017

Publisher

ISBN-13 9781786463180

Length 412 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Gupta

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Table of Contents (20) Chapters

Mastering Salesforce CRM Administration

Credits

Foreword

About the Author

About the Reviewers

www.PacktPub.com

Customer Feedback

Preface

1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER

2. Security Settings in Salesforce

3. Territory Management

4. Extending Salesforce with Custom Objects and Applications

5. Getting More Value from Sales Cloud

6. Increasing Service Agent Productivity by Using Service Cloud

7. Optimizing Business Processes with Visual Workflow and Approval Processes

8. Automating Complex Business Processes

9. Analyzing Productivity with Reports and Dashboards

10. E-mail and Mobile Administration

11. Different Ways of Deploying an Application between Environments

12. Basics of Apex and Visualforce Page

Chapter 7. Optimizing Business Processes with Visual Workflow and Approval Processes

In the previous chapters, we discussed Salesforce Service Cloud. Service Cloud is a product designed to automate support processes. By implementing it, you can boost your support agents' productivity by allowing them to manage customer issues in a faster and simpler way. This chapter will start with an overview of Visual Workflow and its benefits. We will then take the discussion forward to the various business requirements where we can use Visual Workflow. Then, we will go through Visual Workflow's basic concepts. In addition to this, we will also look at how to set up an approval process in Salesforce. The following topics will be covered in this chapter: