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Rajarshi Pain
Loan processing app - create multiple users and assign role to them
Hi,
I am new the salesforce, so dont have much expertise on this subject. I was trying to create a app/portal for loan processing.
and I want below finctionalities on this :-
1. user registration and generate user id and password
2. Login to user accoung and Request loan
3. It will go first level approver anf then 2nd level
4. once approved it will be notified to user.
can you please guide how I can achive this ? I mean how I can create multiple users and assign role to test this apps functionalities
Will this application be diretly accessible to customer ,for raising the loan request? Or Salesforce Internal user will raise the request for particular User?
Thanks,
Smita
Hi Smita,
Now I want to use the internal salesforce use to raise a loan request on behalf of a customer.
but I want check how the appaovals are working (using internal salesforce user from my dev account) :- I mean beafore 1 st level approval, 2nd level will not be able to seet hs request and once 1 st approver approved it will not be there for him and will move from his queue to 2nd level.
can you please help me to achieve this ?