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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

Key considerations during flows

Let’s look at some key considerations that can help you avoid running into issues with your orchestration:

  • You, the project team, and business stakeholders should understand the business “as-is” and “to-be” processes from start to finish. Take time to plan in creating and getting a common understanding.
  • Just because you need to create a flow for your flow orchestration, do not create redundant flows. Reuse an existing flow. If needed, adjust it to fit your needs.
  • User proper naming conventions, and document where possible for every flow, stage, step, and so on. When implementing flow orchestrations, it would be beneficial to provide a link to your KB articles (including BRD, process flows, etc.). The best location to add documentation and all relevant links is in the description field when you save your orchestration.
  • Do not complicate orchestrations by adding too many features; add what is needed...
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