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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

Practical scenario – failed flow example

I purposely introduced a few errors in the flow so that we could review and get a good understanding.

Scenario: When the lead is updated to status = Working-Contacted and annual revenue is greater than $1 million, create a contact. We need to add a required field called security on contact via flow, and it should be 10 characters. We will hardcode this value in the flow for testing different variants.

Create a record-triggered flow with two conditions: status = Working-Contact and annual revenue greater than 1 million.

This triggered flow runs immediately when the preceding conditions are met and a lead is updated. See Figure 8.8:

Figure 8.8 – Record-triggered flow: Lead to Contact flow

Figure 8.8 – Record-triggered flow: Lead to Contact flow

Start the interview flow by clicking on Debug. This opens the Debug flow window; see Figure 8.9. The flow runs immediately and in rollback mode. This means that the flow debug process ensures that when the...

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