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.
Author Name: Scott Lee
Author Description:
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 Kingdo… more

Table of Contents

• Course Overview
  1min
• Introduction
  4mins
• Reasoning for Approvals
  24mins
• Using the Approvals Tool
  30mins
• Expanding Approvals with Process Builder
  10mins
• Reporting on Approval History
  7mins
• What’s Next?
  10mins