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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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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

Summary

In this chapter, you got exposed to a unique flow feature that can help us enhance functionality and at the same time automate it. Apex sharing using code follows the same steps as laid out in this chapter, except for Apex code, which we replace with flows.

You learned how to create an Apex sharing reason and how it is useful to grant and/or revoke access to your users for special-case records. You saw how we can update the Share objects using a record-triggered flow. Finally, we saw a real-world example and were able to verify how the data got updated on our Share objects.

For this, you need a deeper understanding of sharing objects and using Workbench and the Developer Console. You need a little bit of practice to get the hang of it. Keep practicing; you will enjoy it.

In the next chapter, we will explore and learn how to use the Flow Builder debug window. We often run into some kind of issue, and you need a tool to be able to understand and find the root cause....

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