I presented how we designed and developed an approval process within our company to handle Credit Memos at the Detroit Salesforce User group meeting.
Click here to create an approval process
The approval process within Salesforce is very powerful and flexible. I think the most important point to note is that planning and flowcharting the process upfront can benifit the development and also server as documentation.
New to Salesforce and the Approval Process setup. I really find it helpful with this tutorial but I do have a question about the Credit Memo Object. Could you go over how you set that up as well?
Thanks,
–Phill
Comment by Phill Pafford — November 2, 2009 @ 2:25 pm