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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

Designing and creating a business process flow diagram

Let’s take our simplified flow and see how it is transformed into detailed process steps. These business process flows not only help everyone on the project team understand the business needs but also help us identify what parts of these process steps can, and should, be automated. A good business process flow is a key success factor for any flow orchestration.

A partner registration scenario

In this scenario, your project team needs to create these business process flow diagrams irrespective of automation or manual steps. For the most part, based on my experience, we should start small and automate only key steps, focusing on implementing functionality so that your business users can use a tool, module, or system.

It’s always beneficial to add automation iteratively and incrementally.

Let’s go a few layers deep and see how we can refine the initial business process flows we created in the prior...

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