We go through the process of setting up an approval process from start to finish. Covered in this lecture are the two different wizards you can use to set up an approval process, the initial submitters and actions, record locking, request recalling, and page layouts for approval forms.
In this lecture we visualize the approval process that we created in the previous lecture. This is accessed by clicking the View Diagram button from the detail page for the Approval Process, which launches the Process Visualizer.
In this lecture I walk you through creating Assignment Rules, which can be used to automate ownership designations within Salesforce.
Escalation Rules can be used to dynamically re-assign cases to other users or queues after a specified time has passed. I demonstrate how to edit and update case escalation rules and how to monitor pending actions related to escalation rules.
