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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

Flows Using Apex Sharing

In this chapter, we discuss a very important feature and share records via flows that are not available by any other means other than Apex coding. With Apex sharing, we will be able to write Apex code to share complex and dynamic sharing settings. Now, with flow, we have this feature available where you, as an admin, will be able to perform these actions without code. This topic is a bit advanced for admins. It helps to know that this feature is available in Flow Builder, and a good use case will be to add or remove access to users dynamically.

Before we get into details on flows for Apex sharing, let’s quickly recap the different options that we have in Salesforce to share records with your users. We will discuss this in a custom object context only, as Salesforce provides us with the option to have Apex managed sharing via Apex sharing reasons for individual custom objects.

In this chapter, we will cover the following sections:

  • Data-sharing...
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