Business Process Automation with Salesforce Flows : Transform Business Processes with Salesforce Flows to Deliver Unmatched User Experiences / Srini Munagavalasa.

Format:

Book

Author/Creator:

Munagavalasa, Srini, author.

Language:

English

Subjects (All):

Automation--Computer programs.

Automation.

Information technology--Automation.

Information technology.

Physical Description:

1 online resource (184 pages)

Edition:

First edition.

Place of Publication:

Birmingham, England : Packt Publishing Ltd., [2023]

System Details:

Mode of access: World Wide Web.

Summary:

Create seamless and structured workflows that can streamline complicated business processes with this comprehensive BPA book Key Features Explore business processes for automation to add value for your business users Analyze, evaluate, and devise effective ways to implement automation through Salesforce Flows Become an expert in flow orchestration and compose complex business processes using real-world examples, tips, and tricks Purchase of the print or Kindle book includes a free PDF eBook Book Description The low adoption of most IT projects often stems from a lack of business process automation. While business users get the functionality they need, the excessive manual steps involved in execution impede efficiency. Business Process Automation with Salesforce Flows will address this issue by helping you recognize the need for automation and guiding you through automating such processes. This book starts by quickly exploring various aspects of process automation using Salesforce Flows, covering flow nuts and bolts, flow structure, flow execution order, and different types of flows, as well as troubleshooting techniques to manage your processes using the Flow Builder tool. You'll then become acquainted with the Flow Orchestration tool, which enables you to compose and orchestrate complex business processes. Through real-world scenarios, you'll learn how to effectively automate business processes, follow the end-to-end business process flow, automate it using flow orchestration, and learn how to demystify and simplify business process automation. By the end of this book, you'll be proficient in seamlessly automating your business processes without any hassle. What you will learn Gain insights into gathering business requirements and identifying automation needs Identify opportunities for improving business process flows Translate critical steps in the business process flow and automate them using Flow Builder Identify different types of Salesforce Flows tailored to various scenarios Optimize and troubleshoot Salesforce Flows for increased efficiency Discover ways to implement complex business process automation through flow orchestration Who this book is for This book is for system administrators, technical team members, and business analysts with a solid understanding of the Salesforce CRM software who want to effectively automate business processes using Salesforce Flows. Administrative-level Salesforce experience, along with some technical experience working with automation tools like Workflow, Process Builder, and Flows, will facilitate a better comprehension of the concepts covered in this book.

Contents:

Cover

Preface

Title Page

Copyright and Credits

Contributors

Table of Contents

Part 1: Understanding Business Requirements and Automation Needs

Chapter 1: Process Flows - Understanding Business Requirements

Types of business requirements

Identifying the right stakeholders from project teams and SMEs

Techniques and tools to identify requirements

Understanding "as-is" and "to-be" business process flows

Use-case scenario 1 - Partner user onboarding process

Use-case scenario 2 - Quote approval process

Tips for success

Summary

Questions

Further reading

Chapter 2: Identification of Functional Requirements for Automation

What are functional requirements?

Identifying functional tasks that can be automated

Developing an FSD outlining tasks to be automated

Practical tips for success

Chapter 3: Business Process Features to Automate

Automation tools available in Salesforce

Identifying potential automation steps

Scenarios - Rationale for automation

Getting consensus and agreement from all stakeholders

Practical tips on prioritizing requirements

Part 2: Business Process Automation in Salesforce

Chapter 4: Flow Building Blocks, Triggering, and Entry Conditions

Flow building blocks

Flows to trigger business processes

Interactive experience flows

Behind-the-scenes automated flows

Flow entry and exit conditions

Key considerations

Chapter 5: Salesforce Order of Execution

What is OOE?

Salesforce Platform OOE

Avoiding flow execution anti-patterns

Chapter 6: Types of Salesforce Flows

Exploring five basic types of flows in Salesforce

Accessing flows in Salesforce.

Screen flow

Record-triggered flow

A schedule-triggered flow

A platform event-triggered flow

An autolaunched flow (no trigger)

Practical tips for flow success

Chapter 7: Flows Using Apex Sharing

Data-sharing options in Salesforce

Sharing data using Apex managed sharing

Exploring a real-world business scenario

Testing out our practical scenario

Chapter 8: Optimizing and Troubleshooting Flows

Learning about the flow debug window

Simple practical scenario - capture shipping address

Typical steps in the Debug Details window

Understanding flow errors

Troubleshooting flow errors

Practical scenario - failed flow example

Flow tips

Part 3: Flow Orchestration

Chapter 9: Flow Orchestration

What is flow orchestration?

Orchestration types

Orchestration - how it works

Putting it all together to create a model

Monitoring flow orchestrations

Debugging orchestration runs

Key considerations when orchestrating flows

Chapter 10: Compose and Orchestrate Business Processes

Real-world business scenarios

Scenario 1 - a partner registration business process

Scenario 2 - a quote approval business process

Designing and creating a business process flow diagram

A partner registration scenario

The quote approvals scenario

Transforming business processes into automated solutions

Key considerations during flows

Assessments

Chapter 1, Process Flows - Understanding Business Requirements

Chapter 2, Identification of Functional Requirements for Automation

Chapter 3, Business Process Features to Automate.

Chapter 4, Flow Building Blocks, Triggering, and Entry Conditions

Chapter 5, Salesforce Order of Execution

Chapter 6, Types of Salesforce Flows

Chapter 7, Flows Using Apex Sharing

Chapter 8, Optimizing and Troubleshooting Flows

Chapter 9, Flow Orchestration

Index

Other Books You May Enjoy.

Notes:

Includes bibliographical references and index.

Description based on print version record.

ISBN:

9781835086711

1835086713

OCLC:

1411017549