filmov
tv
Approve Records from a Chatter Feed | Trailhead | Answered and Explained
Показать описание
In which, I explain why this feature is so important for making business happen. I also show how to configure your THPG for Approve Records from a Chatter Feed, part of the Chatter Administration for Lightning Experience module.
I work for Salesforce. Thoughts here are my own.
Show what you know
Create a portfolio and show what you know to get hired and build your career in tech. I use Ghost for my portfolio because they have amazing templates for free and fantastic support so I can focus on learning about Salesforce instead of tweaking a website. They have plans for businesses too.
Listen to Trailblazers by Marc Benioff
This is a must read, or listen, for everyone working in the Salesforce economy today.
I may receive a small referral fee for some of the things I've listed here.
0:00 Intro
1:38 Enable Approvals and Create an Approval Post Template for New Opportunities
1:53 Enable Approvals in Chatter
2:15 Create an approval post for opportunities
I may receive a small referral fee for some of the things I've listed here. And, I actually like them.
Enable Approvals and Create an Approval Post Template for New Opportunities
Let’s get the ball rolling on an approval process. First allow approvals in Chatter, then create a post template to control the data to show in an approval post.
Enable approvals in Chatter
Create an approval post template for opportunities:
Name: Opportunity Approvals
Unique Name: Opportunity_Approvals
Description: Post template for opportunity approvals
Default: Selected
Post Template Fields: Opportunity Name, Opportunity Owner, Probability %
I work for Salesforce. Thoughts here are my own.
Show what you know
Create a portfolio and show what you know to get hired and build your career in tech. I use Ghost for my portfolio because they have amazing templates for free and fantastic support so I can focus on learning about Salesforce instead of tweaking a website. They have plans for businesses too.
Listen to Trailblazers by Marc Benioff
This is a must read, or listen, for everyone working in the Salesforce economy today.
I may receive a small referral fee for some of the things I've listed here.
0:00 Intro
1:38 Enable Approvals and Create an Approval Post Template for New Opportunities
1:53 Enable Approvals in Chatter
2:15 Create an approval post for opportunities
I may receive a small referral fee for some of the things I've listed here. And, I actually like them.
Enable Approvals and Create an Approval Post Template for New Opportunities
Let’s get the ball rolling on an approval process. First allow approvals in Chatter, then create a post template to control the data to show in an approval post.
Enable approvals in Chatter
Create an approval post template for opportunities:
Name: Opportunity Approvals
Unique Name: Opportunity_Approvals
Description: Post template for opportunity approvals
Default: Selected
Post Template Fields: Opportunity Name, Opportunity Owner, Probability %
Комментарии