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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

Flow entry and exit conditions

We have our building blocks and our flows to trigger a business process flow, so let’s now explore and see when they should be triggered and when they should exit. Just like how we develop business process flows, we need a process start and a process end. The entry conditions will trigger our flow. Example: When the opportunity stage changes to stage 50%, create a quote with product line items and assign a task to a sales team member.

Here, the change in opportunity stage is our entry condition, and assigning a task will be our exit condition. In case the flow fails, we need an exception message to the technical team, and in this case, this exception message will be an exit condition.

Entry conditions in Salesforce flows can be triggered by the following:

  • Screen flows: Users can trigger via interactions on the screen. The entry criteria here is user input data on the screen that triggers the flow and exit with DML operations such...
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