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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 Building Blocks, Triggering, and Entry Conditions

In this chapter, we will cover the main building blocks of Salesforce flows used in Flow Builder – elements, connectors, and resources. Then, we will discuss ways to trigger flow and entry/exit conditions. In this book, flows will be our primary tool where we will automate most tasks declaratively, such as workflows, email trigger notifications, field updates, and so on. The goal of this book is to explore and discuss automation tasks that can be performed with no-code and low-code users such as your system admins or business analysts. You will be able to understand the concepts of Salesforce flows and get equipped to start creating a flow at your organization.

We will cover the following topics in this chapter:

  • Flow building blocks
  • Flows to trigger business processes
  • Flow entry and exit conditions
  • Key considerations

By the end of this chapter, you will understand the previously mentioned three...

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