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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

Developing an FSD outlining tasks to be automated

In this section, we will briefly look at an FSD and decide which steps of the specification can be automated. Identifying these upfront in the FSD will help not only the technical team to build the functionality and automation, but also set expectations with the business users. Socializing this with all key stakeholders will help form a collective understanding of the requirement and how it will be performed. Sometimes, what we think needs to be automated may not be agreeable to the business stakeholders. This is good to know beforehand, and resources can be better utilized for other requirements.

How to create an FSD is not in the scope of this book. In this section, we will take a quick look at typical CRM functional design document fields that are important.

Typical FSD fields are listed next. Notice the Can be automated? and Estimated effort columns in the following table. This will help us to identify if the functional steps...

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