Salesforce Approval Process Explained | Step-by-Step Implementation (Lightning) with Real Example скачать в хорошем качестве

Salesforce Approval Process Explained | Step-by-Step Implementation (Lightning) with Real Example

Day 08 -    • Salesforce Automation Tools Explained | As...   Day 07 Part 02 -    • Salesforce Security Model OWD | User | Rol...   Day 07 Part 01 -    • Salesforce Security Model OWD | User | Rol...   Day 06 -    • Salesforce Admin Essentials | Roll-up Summ...   Day 04 -    • Salesforce Object Relationships Explained ...   Day 03 -    • Salesforce List Views, Detail Page & Relat...   Day 02 -    • Salesforce Objects, Fields, Page Layouts &...   Day 01 -    • Building My First Salesforce App | Full Wa...   In this video, we break down what an Approval Process is in Salesforce and show you exactly how to implement it step by step in Lightning with a real-world example (e.g., Leave/Expense approval). What you’ll learn: What is an Approval Process & when to use it Entry criteria, approvers (user/role/queue), and record locking Initial submission, approval & rejection actions Email Alerts, Field Updates, Tasks, and Outbound Messages Multi-step approvals, recall option, and re-submission How to add Submit for Approval to the Lightning page & fix common issues Step-by-Step (Lightning): Prepare prerequisites (email template, queue/approver, fields) Create Approval Process (entry criteria + submitter) Configure Initial Submission Actions Set Final Approval / Final Rejection Actions Add Step-Level Approvers & time-based escalations Activate and test; add Submit for Approval action to the Highlights Panel Perfect for Admins, Developers, and Beginners preparing for interviews or implementing real business workflows. 👍 If this helped, Like, Share & Subscribe for more Salesforce tutorials! #Salesforce #ApprovalProcess #SalesforceAdmin #SalesforceLightning #Automation #CRM #Salesforce #ApprovalProcess #SalesforceAdmin