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Business Process Automation with Salesforce Flows

You're reading from   Business Process Automation with Salesforce Flows Transform business processes with Salesforce Flows to deliver unmatched user experiences

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Product type Paperback
Published in Dec 2023
Publisher Packt
ISBN-13 9781835089255
Length 184 pages
Edition 1st Edition
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Author (1):
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Srini Munagavalasa Srini Munagavalasa
Author Profile Icon Srini Munagavalasa
Srini Munagavalasa
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Table of Contents (17) Chapters Close

Preface 1. Part 1: Understanding Business Requirements and Automation Needs FREE CHAPTER
2. Chapter 1: Process Flows – Understanding Business Requirements 3. Chapter 2: Identification of Functional Requirements for Automation 4. Chapter 3: Business Process Features to Automate 5. Part 2: Business Process Automation in Salesforce
6. Chapter 4: Flow Building Blocks, Triggering, and Entry Conditions 7. Chapter 5: Salesforce Order of Execution 8. Chapter 6: Types of Salesforce Flows 9. Chapter 7: Flows Using Apex Sharing 10. Chapter 8: Optimizing and Troubleshooting Flows 11. Part 3: Flow Orchestration
12. Chapter 9: Flow Orchestration 13. Chapter 10: Compose and Orchestrate Business Processes 14. Assessments 15. Index 16. Other Books You May Enjoy

Data-sharing options in Salesforce

One of the key requirements for organizations is to have access to and control over business records in their software systems. Your organization should be able to have complete control over who can access your business data. As with all other systems, with Salesforce, you can allow specific users to view an object and restrict the individual records they can see. You can manage record-level access in four ways, and you need a combination of more than one unless you make it public to all objects via Organization-Wide Defaults (OWD).

At a high level, the following are the options to enable access to your users without the need for Apex coding:

  • OWD: Specifies the default level of access the users can have to each other’s data (records). We have three options along with the Grant Access Using Hierarchies option. (The Grant Access Using Hierarchies option is an OWD setting to control sharing access using hierarchies for any custom object...
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