Course info
Dec 17, 2019
1h 28m

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.

About the author
About the author

Scott is the director of Elega Corporation, which produces business applications and develops games. His development career was launched in the litigation support industry and has expanded to solar energy using Salesforce and its Apex programming language, Python, C#, and numerous kinds of integrated databases.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi, my name is Scott Lee, and welcome to my course, Implementing Salesforce Approvals. I am the director and CEO of Elega Corporation, worked with Salesforce and technologies that integrate with Salesforce for many years, hold a number of Salesforce certifications, worked on games and built enterprise‑level business applications. Approval processes sound straightforward and simple, and often they are. But they can also be housed within complexity, interact with Salesforce platform automation, or in some cases, maybe you have a large number of approval processes on a single object. In that case, which one takes priority? In this course, I'll show you the best practices recommended by Salesforce around constructing approval processes, and whether this is your very first experience with approvals or not, I'll uncover some tips from my own experience along the way. Some of the major topics we will cover include constructing approval processes from start to finish, developing automation around approvals, and reporting on approval history for a broad view of your approval's data. By the end of this course, you'll know the capabilities and limitations of approvals, have the basics of how to configure approval processes, and know some of the best practices for navigating the approvals portion of solutions from organization requirements. Before beginning the course, you should be familiar with the basics of custom objects and records and be relatively familiar with Salesforce admin tools. I hope you'll join me on this journey to learn approvals with the Implementing Salesforce Approvals course, at Pluralsight.