Process Flows – Understanding Business Requirements

In this chapter, we will explore and understand documented requirements and process flows. Only after a good understanding of business requirements and process steps can we confidently move to the next step to determine if a process step can be a potential candidate for automation. So, this chapter and the next chapter solely focus on aspects around understanding requirements and process flow steps.

We will assume that requirements are accurately captured and prioritized and that process flows are effectively developed. You can find details on these topics in Chapters 1 and 2 of The Salesforce Business Analyst Handbook. In the event that your implementation of requirements and/or process flows is not clearly understood by all, make sure to clarify this before even thinking about automating your business processes.

Our focus in this book is to automate business processes, and this can be best done by first understanding...