What do you get with Print?

Instant access to your digital eBook copy whilst your Print order is Shipped

Colour book shipped to your preferred address

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

Key benefits

Explore business processes for automation to add value for your business users

Analyze, evaluate, and devise effective ways to implement automation through Salesforce Flows

Become an expert in flow orchestration and compose complex business processes using real-world examples, tips, and tricks

Purchase of the print or Kindle book includes a free PDF eBook

Description

The low adoption of most IT projects often stems from a lack of business process automation. While business users get the functionality they need, the excessive manual steps involved in execution impede efficiency. Business Process Automation with Salesforce Flows will address this issue by helping you recognize the need for automation and guiding you through automating such processes. This book starts by quickly exploring various aspects of process automation using Salesforce Flows, covering flow nuts and bolts, flow structure, flow execution order, and different types of flows, as well as troubleshooting techniques to manage your processes using the Flow Builder tool. You’ll then become acquainted with the Flow Orchestration tool, which enables you to compose and orchestrate complex business processes. Through real-world scenarios, you’ll learn how to effectively automate business processes, follow the end-to-end business process flow, automate it using flow orchestration, and learn how to demystify and simplify business process automation. By the end of this book, you’ll be proficient in seamlessly automating your business processes without any hassle.

Who is this book for?

This book is for system administrators, technical team members, and business analysts with a solid understanding of the Salesforce CRM software who want to effectively automate business processes using Salesforce Flows. Administrative-level Salesforce experience, along with some technical experience working with automation tools like Workflow, Process Builder, and Flows, will facilitate a better comprehension of the concepts covered in this book.

What you will learn

Gain insights into gathering business requirements and identifying automation needs

Identify opportunities for improving business process flows

Translate critical steps in the business process flow and automate them using Flow Builder

Identify different types of Salesforce Flows tailored to various scenarios

Optimize and troubleshoot Salesforce Flows for increased efficiency

Discover ways to implement complex business process automation through flow orchestration

What do you get with Print?

Instant access to your digital eBook copy whilst your Print order is Shipped

Colour book shipped to your preferred address

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

Frequently bought together

Business Process Automation with Salesforce Flows

$39.99

Salesforce Platform Enterprise Architecture- fourth edition

$49.99

$44.99

Total $ 134.97

Customer reviews

Rating distribution

(5 Ratings)

5 star 100%

4 star 0%

3 star 0%

2 star 0%

1 star 0%

Donald Robins Feb 22, 2024

The author approaches Salesforce Flow from the perspective of a seasoned business analyst, engineer and application architect. What I really love about this book is how the author divides his content.In Part 1, before jumping into a discussion or dissection of Flow (or any of the Salesforce automation mechanisms), the author focuses on the craft of discovery and requirements definition for both functional and technical requirements. He defines and clarifies just what they both are, the importance of each, and explains their value to the overall success of any implementation project for any customer. This is an area that too many Administrators, AdminEvelopers (look it up), and even Developers are often blind to when first learning Flow, particularly if they have little or no experience as a business analyst or business application developer.This often leads to a learner’s improper prioritization and focus on how to use any particular automation tool, paired with a strong but premature desire to dive deep into the capability and application of that tool before obtaining a solid understanding of whether it would or would not be a good fit for the task at hand.As Flow is such a powerful and complex tool, it is crucial for any Salesforce technologist to fully understand the benefits of its usage for any particular requirement, or perhaps why it shouldn’t be used at all. The author's approach directs the reader to first understand analyst best practices for any application development effort, and provides a framework along with suggestions of how to collaborate and effectively gather information from all necessary project stakeholders regarding what is needed in any proposed system or subsystem.He guides his readers, pointing them at design tools and processes along the way to help address the challenges of collaboration around such requirements, and provides an inventory of all current automation mechanisms available in the Salesforce core platform that can be applied to any implementation. He does all of this before even beginning his discussion of Flow’s core capabilities.In Part 2, Chapters 4 through 8, Srini dives into Flow breaking down its various components and how they are used together to build automation logic. At the end of each chapter, he provides a topic summary, assessment questions, and suggestions for further reading on the chapter’s topic.In Chapter 4, he presents a carefully organized inventory of each and every element available in the Flow Builder, defines their purpose, and shows how they can be used to trigger flows in alternate scenarios, whether in an interactive user experience or automated behind the scenes. He presents an in depth discussion of flow entry and exit conditions, and emphasizes that while entry conditions are typically intuitive and obvious, exit conditions are often not only more complex, but more important as well and often non-intuitive. He reminds that they require careful assessment, design and validation with stakeholders before attempting to implement, and again circles back to the importance of collaboration with key stakeholders using standard design tools and visualizations to ensure common understanding and agreement before implementation.In Chapter 5, Srini tackles one of the most critical aspects of Salesforce automation - Order of Execution (OoE). This mostly invisible but critical aspect of Salesforce architecture is often poorly understood (or ignored) and yet can lead to so many system and data failure mysteries. He uses database query order of execution as an analogy to help understand the concept, and then walks through platform OoE, carefully identifying where flow fits in the process. He identifies some common anti-patterns, and points out areas where hidden interaction with Apex and other automation mechanisms can be problematic. He also shows where breaking out your flow logic into collections of smaller disconnected sub-flows can be beneficial, akin to separation of concerns in programmatic architecture.In Chapter 6, he walks through the five basic types of flows, and the use cases where each is best used. He details how they are each constructed and their various parts and scenarios, and provides detailed diagrams and screenshots with step by step examples for both constructing and configuring them.In Chapter 7, he addresses the low code solution for Apex Sharing which used to be accomplished only with Apex, and provides detailed examples and a step by step practical application that will leave you with a clear understanding of this complex but important topic.He wraps up Part 2 in Chapter 8 with important perspective and discussion of both flow debugging and testing, and how they should be used together to ensure solid and robust implementations. Again, he provides multiple diagrams and details to maximize understanding of the many moving parts, plus step by step examples of how to handle flow errors with graceful user notifications. Along the way, he gives suggestions and options around troubleshooting, and provides a practical example of a failed flow to dissect.In Part 3, As he begins to wrap up, Srini addresses the most complex aspect and capability of flow: Orchestrations. Added in Winter 22, flow orchestrations support real world business scenarios, allowing Salesforce to support automation processes requiring multiple interrelated steps, particularly those that require input from multiple users, potentially in multiple departments, across multiple time zones, and even across multiple external systems using both synchronous and asynchronous processing.In Chapter 9, he defines and summarizes orchestrations at a high level. He breaks down how they work, how they are composed, and how they are launched. He explains how any personalized task or action assigned in any stage targets any particular user, and how that user will view, access and execute their tasks or actions with Work Guides. To demonstrate the potential complexity, he walks through a demo orchestration step by step showing the many moving parts, and reviews some of the key considerations when orchestrating multiple flows, and the aspects of monitoring and debugging them.Finally in Chapter 10, he walks through and builds a complex orchestration for a practical real world business scenario, sets out all of the details, considerations and multi-step scenarios, including multiple visual design diagrams and process documentation. He breaks out an example of transforming documented design into implementation steps, showing in real time how to create one from the other. As before, he wraps up with key considerations, a summary of what was covered and suggestions for further learning.Srini’s book takes you on a detailed journey from understanding the basics of flow, all the way through its most complex aspects. And more importantly, along the way he guides you toward best software development practices to ensure you can make the most of this powerful low code toolset to build successful automations for your implementations. I heartily recommend it, and hope you will consider it as a guide for your learning.

Amazon Verified review

J Lange Feb 12, 2024

This book is an excellent resource for people new to Salesforce Flow and a useful set of reminders for those already familiar with it. This book does more than just teach you the basics of creating Flows. It also teaches you the more important steps you need to take to properly plan your Flow before you ever start building it. With AI for Flow making progress, soon the technical side of creating a Flow will be less important than understanding how to clearly architect what the Flow needs to accomplish and how it should do it. This book helps you build the foundation for those skills which is what makes it so valuable. It also gives a solid introduction to more advanced topics like order of operations, how to test and debug Flows and the importance of error handling in Flows. In addition, there are a lot of real life (and realistic) examples and use cases along with an abundance of screen shots to help you build the examples in your sandbox. Overall, this is a very good introduction to Salesforce Flow. As someone who works with Flows almost daily, I am happy to have it in my library of resources. That said, keep in mind that Salesforce is constantly updating and adding features to Flow. This book focuses on the core aspects of Flow and Flow design and does not venture too far into specific advanced features of Flow. However, I think that will help keep this book from becoming outdated too quickly.

Amazon Verified review

Joseph Pawson Jan 19, 2024

This book is excellent and very useful if you work with Salesforce. I work on Salesforce projects regularly and found the specific points and examples directly applicable to my work. I also read Mr. Munagavalasa’s prior book on Business Analysis, which was also very helpful. Both are strongly recommended.

Amazon Verified review

Mervin K. Koh Feb 24, 2024

Excellent resource for any salesforce professional. The book provides a comprehensive guide to Salesforce Flow, emphasizing the importance of discovery and requirements definition before delving into automation tools. It covers Flow's components, order of execution, types of flows, low code solutions, debugging, testing, and concludes with a detailed exploration of orchestrations. The author, Srini, employs practical examples, detailed diagrams, and emphasizes collaboration with stakeholders, making it a valuable resource for Salesforce technologists. In taking readers on a journey from fundamental Flow understanding to tackling its most complex facets. Effectively blends technical insights with best software development practices, making this book a valuable guide for anyone seeking to leverage Salesforce Flow for successful automations.

Amazon Verified review

Adam Feb 22, 2024

Learning Flows was a big step forward in my Salesforce career. "Business Process Automation with Salesforce Flow" is a book I would recommend for anybody who is in a place where they need to create or enhance automation for a client.If you’re a Flow master, I would say the concepts covered won’t get you excited but if you lack the skill of explaining technical terms to clients you would find it beneficial. Srini provides real-life examples and practical tips that make it relatable and easy to grasp.The chapter I gained the most from was Optimizing and Troubleshooting Flows. I think we all can get better with that. I've read books in the past that had outdated references to either classic or the old-school Flow Builder so it's nice to see up-to-date images that make "building as you read" easier.

Amazon Verified review

FAQs

What is the delivery time and cost of print book?

Shipping Details

USA:

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.

Unfortunately, due to several restrictions, we are unable to ship to the following countries:

Afghanistan
American Samoa
Belarus
Brunei Darussalam
Central African Republic
The Democratic Republic of Congo
Eritrea
Guinea-bissau
Iran
Lebanon
Libiya Arab Jamahriya
Somalia
Sudan
Russian Federation
Syrian Arab Republic
Ukraine
Venezuela

What is custom duty/charge?

Customs duty are charges levied on goods when they cross international borders. It is a tax that is imposed on imported goods. These duties are charged by special authorities and bodies created by local governments and are meant to protect local industries, economies, and businesses.

Do I have to pay customs charges for the print book order?

The orders shipped to the countries that are listed under EU27 will not bear custom charges. They are paid by Packt as part of the order.

List of EU27 countries: www.gov.uk/eu-eea:

A custom duty or localized taxes may be applicable on the shipment and would be charged by the recipient country outside of the EU27 which should be paid by the customer and these duties are not included in the shipping charges been charged on the order.

How do I know my custom duty charges?

The amount of duty payable varies greatly depending on the imported goods, the country of origin and several other factors like the total invoice amount or dimensions like weight, and other such criteria applicable in your country.

For example:

If you live in Mexico, and the declared value of your ordered items is over $ 50, for you to receive a package, you will have to pay additional import tax of 19% which will be $ 9.50 to the courier service.
Whereas if you live in Turkey, and the declared value of your ordered items is over € 22, for you to receive a package, you will have to pay additional import tax of 18% which will be € 3.96 to the courier service.

How can I cancel my order?

Cancellation Policy for Published Printed Books:

You can cancel any order within 1 hour of placing the order. Simply contact customercare@packt.com with your order details or payment transaction id. If your order has already started the shipment process, we will do our best to stop it. However, if it is already on the way to you then when you receive it, you can contact us at customercare@packt.com using the returns and refund process.

Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

What is your returns and refunds policy?

Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on customercare@packt.com with the order number and issue details as explained below:

If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on customercare@packt.com within one hour of placing the order and we will replace/refund you the item cost.
Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on customercare@packt.com who will be able to resolve this issue for you.
You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged?

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use?

You can pay with the following card types:

Visa Debit
Visa Credit
MasterCard
PayPal

What is the delivery time and cost of print books?

Shipping Details

USA:

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Unfortunately, due to several restrictions, we are unable to ship to the following countries:

Afghanistan
American Samoa
Belarus
Brunei Darussalam
Central African Republic
The Democratic Republic of Congo
Eritrea
Guinea-bissau
Iran
Lebanon
Libiya Arab Jamahriya
Somalia
Sudan
Russian Federation
Syrian Arab Republic
Ukraine
Venezuela

Business Process Automation with Salesforce Flows: Transform business processes with Salesforce Flows to deliver unmatched user experiences

What do you get with Print?