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Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, customer service, marketing, and more.
Cloud-based CRM platform
Helps businesses manage sales, customer service, marketing, etc.
Offers various tools and features for customization and automation
Provides a centralized platform for managing customer interactions and data
Declarative tools are point-and-click tools provided by Salesforce to customize and automate processes without writing code.
Declarative tools include Process Builder, Flow Builder, Workflow Rules, and Validation Rules.
They allow users to create automation, validation, and customization without the need for coding.
Declarative tools are user-friendly and can be used by non-developers to configure Salesforce to meet speci
An approval process is a way to automate how records are approved in Salesforce.
Allows defining the steps necessary for a record to be approved
Can include criteria for approval, rejection, and reassignment
Can be triggered based on certain conditions or manually by users
Can involve multiple approvers with different levels of authority
Can be used for various processes like document approvals, expense reports, etc.
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Rating in categories
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