Summary

In this chapter, we checked all the automation features that are available in Salesforce. You now know the benefits of automating steps in a phased manner to add real value to your business users. We saw the benefit of creating and communicating an automation roadmap and finally concluded with a few tips and tricks.

With this, we conclude Part 1 of the book, and you can understand what functional requirements are and how process flow ties into functional requirements. Also, we discussed how every team member’s understanding of process flow can help you decide what to and what not to automate. In the next part, we will get into Salesforce flows.

You are now well positioned to do the following:

• Identify the right set of requirements that can be automated
• Understand business needs and hence able to solution design what to and what not to automate
• Avoid too much automation due to a lack of planning
• Now assess the impact of existing and planned automation...