SALESFORCE
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20AP1A0533
INTORDUCTION
Salesforce, Inc. is an American cloud-based software company
headquartered in San Francisco, California. It provides customer
relationship management (CRM) software and applications focused
on sales, customer service, marketing automation, analytics, and
application development.
Founded by former Oracle executive Marc Benioff, Salesforce quickly grew
into one of the largest companies in the world, making its IPO in 2004.
Salesforce's continued growth makes it into the first cloud
computing company to reach US$1 billion in annual revenue by fiscal year
2009,[2] and the world's largest enterprise software firm by 2022.[3]
Today, Salesforce is one of the largest technology companies in the world,
and as of September 19, 2022, is the 61st largest company in the world
by market cap with a value of nearly US$153 billion.[4] Salesforce ranked
136th on the most recent edition of the Fortune 500, making
US$26.5 billion in 2022.[5] Since 2020, Salesforce has also been a
component of the Dow Jones Industrial Average.[6]
Approve Records with Approval
Process
Approval Process in Salesforce is an automated
process that automates how Salesforce
records
are approved in your org.
Customize How Records Get Approved
Customize How Records Get Approved
Learning Objectives
Get Started with Approvals
Learning Objectives
The steps necessary for a record to be approved and
who approves it at each step. For example, when an
employee creates a time-off request, have Salesforce
automatically send an approval request to the
employee’s manager.
The actions to take based on what happens during the
approval process. For example, if a time-off request is
approved, update fields on the employee’s record. But if
the request is rejected, send a notification to the
employee.
Get Started with Approvals
If the direct manager rejects the request, the
final rejection actions are executed, setting the
position’s approval status to Rejected.
If the direct manager approves the request, the
record moves to the next step—approval from
the CEO. If the CEO rejects the position, the
same final rejection actions occur
If the direct manager approves the request, the
record moves to the next step—approval from the
CEO. If the CEO rejects the position, the same final
rejection actions occur.
If the CEO approves the position, final approval
actions are executed. They set the approval status
to Approved, unlock the record for future updates,
and notify the employee who requested the new
position.
Final approval actions occur only when a record is
approved and there are no further approval steps.
THANK YOU