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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

Flow building blocks

Before we get into flow building blocks, let’s take a step back and define flows and a tool to build flows called Flow Builder.

Salesforce flows are a visual algorithm of your process flow. They are based on flowchart models – these are a visual representation of the process in a sequence of steps and decision points. While process flows are depicted using flowcharts and are static, Salesforce flows are dynamic and living flowcharts that we can use to implement our business processes. Flow Builder is our tool that makes these flows come to life. The best part is that they are declarative automation features that team members can implement with low code.

Flow Builder utilizes all these building blocks and helps us create these flows on a canvas. Let’s take a look and learn the flow of building blocks.

There are three building blocks that we need for any Salesforce flow. They are as follows:

  • Elements: This is a step that tells...
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