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Business Process Automation with Salesforce Flows

You're reading from Business Process Automation with Salesforce Flows

Product type Book

Published in Dec 2023

Publisher Packt

ISBN-13 9781835089255

Pages 184 pages

Edition 1st Edition

Languages

Concepts

Enterprise Resource Planning

Author (1):

Srini Munagavalasa

Table of Contents (17) Chapters

Preface

1. Part 1: Understanding Business Requirements and Automation Needs

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

Why subscribe?

16. Other Books You May Enjoy

Chapter 5, Salesforce Order of Execution

The case assignment rule wins. As we saw in the Salesforce platform Order Of Execution (OOE) section, Step 9 runs after Step 3 and this value shall be overwritten:
- Step 3 executes before-save, record-triggered flows
- Step 9 executes assignment rules
Yes, for the most part, we can control flow execution. Salesforce Flow automation runs in the following order:
1. Flows with the same trigger with values from 1 to 1,000 run in ascending order.
2. Flows with the same trigger order value run in alphabetical order based on the flows’ API names.
3. Flows that are unordered run next based on created dates.
4. Flows with trigger order values from 1,001 to 2,000 run next and in ascending order.
Learning this order ensures data consistency and helps avoid unexpected issues. When multiple automations such as workflows, assignment rules, escalation rules, and triggers are in place, it is crucial to know the sequence in which Salesforce processes these automations...

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Authors (1)

Srini Munagavalasa

Srini Munagavalasa has more than 20 years of global IT experience in Salesforce CRM and PRM, SAP CRM, and HR. He has a passion for learning about new and emerging technologies and products and prototyping and implementing solutions that result in customer satisfaction and business benefits. He has authored 10+ articles on CRM, HR, and project management with Wellesley Information Services (WIS). He has also presented at Salesforce Dreamforce and SAP Sapphire/ASUG. He is currently working as a VP of Salesforce COE at MUFG Americas. He has a bachelor's degree in metallurgical engineering and holds a post-graduate diploma in operations management. He has worked with renowned companies such as CA Tech, IBM, The Walt Disney Company, and PwC.

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