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You're reading from  Business Process Automation with Salesforce Flows

Product typeBook
Published inDec 2023
PublisherPackt
ISBN-139781835089255
Edition1st Edition
Concepts
Enterprise Resource Planning
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Author (1)
Srini Munagavalasa
Srini Munagavalasa
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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.
Read more about Srini Munagavalasa

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Identifying functional tasks that can be automated

In the previous section, we reviewed the functional requirements for our project. Functional requirements are then prioritized and grouped into various releases as per the project roadmap during the project planning phase. In this section, we will explore and see which functional specifications can be potentially automated.

Always remember that during the initial releases, enabling functionality for users involving manual steps is more desirable than spending valuable project resources on designing and developing automation. These very steps that are performed manually during initial releases can be automated in future releases based on usage and user feedback. I personally found this approach highly effective with my project implementations.

But exactly what is business process automation (BPA)? BPA is software-enabled automation that automates multistep, repetitive tasks with little or no human intervention. In this book, we...

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Business Process Automation with Salesforce Flows
Published in: Dec 2023Publisher: PacktISBN-13: 9781835089255
© 2023 Packt Publishing Limited All Rights Reserved

Author (1)

author image
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.
Read more about Srini Munagavalasa

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