Tag: workflows

An approval process is a form of Salesforce automation that allows for records to require approval before moving forward through an operation. Approval processes in Salesforce can be used in an almost limitless number of ways. Any time a person in your organization needs to check a record for any reason, automating that task helps save time and creates consistent processes.

From granting a[…]

Who is Quick Attach?

Quick Attach is a construction equipment company that designs, manufactures, and markets attachments for machines by Bobcat, Caterpillar, John Deere, and others. 

Josh Didier is the Senior Database Administrator for Quick Attach. After inheriting a system to manage their contact database, Josh discovered that due to duplicate records and data issues, their sales and[…]