Implementing Salesforce Approvals

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Scott Lee

1:28:39

34 View

01.Course Overview

01.01.Course Overview.mp4

01:43

02.Introduction

02.01.High Level Overview and Prerequisites.mp4

01:56

02.02.Demo Installing Course Examples.mp4

02:10

03.Reasoning for Approvals

03.01.Overview.mp4

00:51

03.02.Considering Capabilities.mp4

03:48

03.03.Adding Capability Details.mp4

08:03

03.04.Point-and-click vs. Customizing.mp4

07:19

03.05.Implications From Actions.mp4

03:03

03.06.Conclusion.mp4

01:03

04.Using the Approvals Tool

04.01.Overview.mp4

01:27

04.02.Steps to Creating Approval Processes.mp4

05:42

04.03.Introducing New Products to Managers.mp4

02:11

04.04.Demo Creating Email Templates.mp4

05:59

04.05.Demo Choosing Criteria and Approvers.mp4

07:42

04.06.Demo Adding Multiple Manager Levels.mp4

04:17

04.07.Running a Checklist.mp4

01:52

04.08.Conclusions.mp4

01:00

05.Expanding Approvals with Process Builder

05.01.Overview.mp4

01:01

05.02.Plugging in with Approvals.mp4

04:47

05.03.Demo Sending New Coffee to the Committee.mp4

01:33

05.04.Demo Auto-approving All Iced Beverages.mp4

02:19

05.05.Conclusion.mp4

00:56

06.Reporting on Approval History

06.01.Overview.mp4

00:48

06.02.Considerations on Reporting.mp4

02:09

06.03.Demo Creating an Approval History Report.mp4

03:09

06.04.Conclusion.mp4

01:00

07.What's Next

07.01.Overview.mp4

00:52

07.02.Expanding Admin Tools.mp4

05:07

07.03.Customized Approval Solutions.mp4

03:25

07.04.Conclusion.mp4

01:27

Description

Learn the basics of building Salesforce approval processes, adding automation around approval submissions, and reporting on approval history.

What You'll Learn?

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.

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Salesforce Lightning

Salesforce Development

Salesforce

Scott Lee

Instructor's Courses

Scott is the CEO of Elega Corporation, a videogame developer and educational content creator, and a Salesforce architect in the energy industry. He has produced business applications as a professional programmer for a decade across industries including litigation support, renewable energy, and natural gas using programming languages such as Python, Rust, C#, and database technologies. Under Elega Corporation, Scott is the lead designer and programmer on their city management game, Kalling Kingdom, first released in 2019. His formal education is in behavioral science with a BS in psychology and sociology from the University of Houston.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.