This document provides an overview of process automation in Salesforce, specifically focusing on workflow and approval process automation features. It emphasizes the efficiency gained through standardized internal procedures and automating tasks such as emails and record updates. It outlines the steps to design workflow rules and approval processes, enhancing overall business operations.

1. Welcome Community Salesforce
Today we will learn about
Process Automation

2. Process Automation
by Cesar Ribeiro

3. A high-level overview of the key features and benefits of Workflow and Approval process automation in Enterprise Edition. Your sales
force operates more efficiently with standardized internal procedures and automated business processes. Many of the tasks you
normally assign, the emails you regularly send, and other record updates are part of an organization's standard processes. Instead of
doing this work manually, you can configure workflow and approvals to do it automatically.
Begin by designing workflow rules and approval processes, and associating them with actions such as email alerts, tasks, field
updates, or outbound messages.

5. Categories of Automation

6. Easy Step by Step Process

7. Step by step in setup

8. Typical workflow examples

9. Keep your customer happy

10. Save time sending a message
Automatically to RH & Accounting

11. Enough time to win your Business

12. 4 Basics Steps

13. Finished Workflow Rules Example

14. Building Approvals Reports

15. Building Approval Action

16. Key Tools to Building a Approval
Process

17. Here in the quote it self. Once you hit the submit for approval button, the approval history related list shows my
pending approvals request and the quote is locked So we cannot modify.

18. Locked Quote

19. Choose to respond via email our
chatter