Approvals

15 Best Enhancements In Winter 14

Understanding the latest Salesforce.com enhancements is critical to get the most value for your organization. Below are the changes that the Winter 14 release of Salesforce.com that we at Cirrius Solutions think sales management should be aware of or might want to leverage. We are most excited about the enhancements to Analytics and the introduction [...]

By |2019-02-19T13:12:51-06:00March 22nd, 2014|Approvals, New Releases, Reporting|

Is Your Organization Fully Utilizing the Salesforce Approval Process?

We have many clients who couldn't make sense of all the documentation surrounding the Salesforce Approval process.  Below are some simple steps to follow while creating an approval process. An approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to [...]

By |2019-02-19T13:12:48-06:00March 18th, 2014|Approvals, Uncategorized|