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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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Practical tips for success

Here are a few practical tips for success:

  • The functional document should also address the user interface (UI) and usability of the application for better user adoption. As needed, it will be beneficial to mock up the screen’s navigation, look, and feel in the FSD.
  • When trying to automate integrations that process large data volumes, think through and see how you want to automate it. Large volumes of data and the complexity of the requirements can put a spin on automation and severely impact the performance of your automation.
  • Capture details on how well any system or data exception is handled and logged.
  • Doing functional document peer reviews before getting it signed off helps make it a complete document.
  • Your process flows should be system agnostic, and not all steps can be implemented and/or automated in one release. A manual process in one release can be an automated process in a future release.
  • Collaborate and create...
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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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