Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Dec 2023
Publisher Packt
ISBN-13 9781835089255
Length 184 pages
Edition 1st Edition
Arrow right icon
Author (1):
Arrow left icon
Srini Munagavalasa Srini Munagavalasa
Author Profile Icon Srini Munagavalasa
Srini Munagavalasa
Arrow right icon
View More author details
Toc

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

Testing out our practical scenario

To test out the functionality, let’s open the Contact Sensitive Info custom object.

As an admin, I created a record on the Contact Sensitive Info object, as shown in Figure 7.6. I added Tax ID, Data of Birth, Pass Code, and signature verification image values for the existing contact record, King Valkyrie. Let’s call this record King Valkyrie_PII Data.

After I save this record, our record-triggered flow fires and completes, granting access to users to this new record. Now, these users will have access to this sensitive information record. Optionally, you can add notifications to these users from the flow:

Figure 7.6 - Contact Sensitive Info page (sample record)

Figure 7.6 - Contact Sensitive Info page (sample record)

We would like to grant access to only a limited number of users. Let’s see who has access to this King Valkyrie_PII Data record.

Our requirement is to grant access only to Contact Owner and Account Owner (see Figure 7.7) and no one...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at €18.99/month. Cancel anytime