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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

Identifying functional tasks that can be automated

In the previous section, we reviewed the functional requirements for our project. Functional requirements are then prioritized and grouped into various releases as per the project roadmap during the project planning phase. In this section, we will explore and see which functional specifications can be potentially automated.

Always remember that during the initial releases, enabling functionality for users involving manual steps is more desirable than spending valuable project resources on designing and developing automation. These very steps that are performed manually during initial releases can be automated in future releases based on usage and user feedback. I personally found this approach highly effective with my project implementations.

But exactly what is business process automation (BPA)? BPA is software-enabled automation that automates multistep, repetitive tasks with little or no human intervention. In this book, we...

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