A Salesforce approval process is a very useful tool in Salesforce to limit quotes, opportunities, or other changes that may require a manager’s intervention to make it active. For instance, you may want to have an opportunity “approved” if the value is over $5,000. Maybe a quote or the win could also be limited to an approval. What’s really nice is that the option to add the approvals as a related list is also there so you can see the history of the particular record.
Features like forecasting are often a key reason for implementing a CRM like Salesforce. Here we will dive in to what forecasting is in Salesforce is and why it is important. In addition, we will highlight a recent updates Salesforce has made to make forecasting even more valuable. Read More
In our last blog, I outlined the various Salesforce automation options. Since Flow is the main automation method that Salesforce is supporting, I wanted to start building out how to work with Flow. This blog will provide a better understanding of Salesforce Flow Builder. Read More