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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

Business Process Features to Automate

In the last chapter, we reviewed functional requirements with examples. We expanded these functional requirements into steps and analyzed them for potential automation. We visited a typical set of fields that make up a good functional specification document.

In this chapter, you will discuss why it is important to allocate enough time and prioritize requirements automation. Prioritizing does not mean bringing requirements to the top as they come in from business users, but rather distributing around different releases on the roadmap to add optimum value to the overall business. You will be able to learn methods to identify important tasks and provide business value.

We will cover the following topics in this chapter:

  • Automation tools available in Salesforce
  • Identifying potential automation steps
  • Scenarios – Rationale for automation
  • Getting consensus and agreement from all stakeholders
  • Practical tips on prioritizing...
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