Real-world business scenarios

In this section, we will look at two scenarios and review business process flows. We will look at the conceptual and detailed business process flow for partner registration and quote approvals. Of the two scenarios, we will walk through the orchestration process from start to finish for the quote approval scenario.

Scenario 1 – a partner registration business process

Partner registration is an end-to-end process, involving registering and onboarding your channel partners so that they can be part of the partner program. Partner users will be able to access your system and collaborate with internal team members of your business.

Our scenario is to enable the channel team to capture data from partner users and be able to complete onboarding activities – request account, contact, and user creation – so that partners can access Salesforce data and collaborate and work with the sales team in generation and closing deals.

Let...