2. Activity Management
We have implemented a system for activity management which includes workflow rules, email templates, approval processes to automate the relevant business processes such as triggering email alerts, submitting for executive approval, etc. We have also created roles, profiles, permission sets and sharing rules to maintain security and organize different access levels. Record types were built to differentiate the page layouts according to the type of activities. Implementation also included validation rules, advanced formula fields and roll up summary fields for both standard and custom objects.