Approval Processes Explained Step-by-Step | Salesforce Automation for Beginners | Salesforce Admin
Welcome to Video 18 of our Salesforce Administrator Series! Today, we explore one of the most essential automation tools in Salesforce -Approval Processes. Approval Processes allow you to automate business approvals such as discount approvals, leave requests, project approvals, and much more. In this tutorial, we walk you through everything from basics to building a complete approval workflow. 🔍 What You’ll Learn What is an Approval Process? Key components: Steps, Actions, Final Approvals & Rejections Entry criteria and record locking Email alerts & field updates in approvals How to create a real-time approval process example Tips & best practices for Salesforce Admins Perfect For: Salesforce Admin Beginners Certification Aspirants Anyone looking to automate business approvals Don't forget to Like 👍 | Share ↗️ | Subscribe 🔔 to continue learning Salesforce with us! 💡𝗔𝗯𝗼𝘂𝘁 𝗕𝗿𝗮𝘇𝗲𝗻 𝗚𝗿𝗼𝘂𝗽: Brazen Group is a leading technology and consulting partner specializing in Salesforce services and CRM solutions. We help organizations transform customer experiences, streamline operations, and drive measurable growth across sales, service, marketing, and beyond. Our expert team delivers end-to-end services, including: 👉 Salesforce Revenue Cloud, Sales Cloud, Service Cloud, and Marketing Cloud implementation 👉 Agentforce AI, automation, and productivity tools 👉 Nonprofit and Education Cloud solutions 👉 Custom app development and integration 👉 Data strategy, analytics, and reporting 👉 Change management, training, and ongoing support At Brazen Group, we go beyond technical delivery. We provide strategic guidance, innovative automation, and continuous optimization to ensure your Salesforce investment drives long-term success. Whether you’re scaling your sales, transforming customer service, or unlocking the power of AI and automation, Brazen Group is your trusted partner. Transform your Salesforce. Elevate your business. Be Bold. Be Brazen.💡 ------------------------------------------------------------------------------------------------------------------------- 📞 For more info about the Brazen Group or to schedule a free demo, visit our Website: www.brazengroup.com 𝗙𝗼𝗹𝗹𝗼𝘄 𝗨𝘀 𝗢𝗻: LinkedIn: https://www.linkedin.com/company/braz... Facebook: / brazengroup Instagram: / brazen.group X: https://x.com/BrazenGroup 📧 Email us at: [email protected] #salesforce #scheduledflow #automation #salesforceadministrator #salesforcetraining #techlearning #crm #careergrowth #education #salesforceadministrator
