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You're reading from  Business Process Automation with Salesforce Flows

Product typeBook
Published inDec 2023
PublisherPackt
ISBN-139781835089255
Edition1st Edition
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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.
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Flow entry and exit conditions

We have our building blocks and our flows to trigger a business process flow, so let’s now explore and see when they should be triggered and when they should exit. Just like how we develop business process flows, we need a process start and a process end. The entry conditions will trigger our flow. Example: When the opportunity stage changes to stage 50%, create a quote with product line items and assign a task to a sales team member.

Here, the change in opportunity stage is our entry condition, and assigning a task will be our exit condition. In case the flow fails, we need an exception message to the technical team, and in this case, this exception message will be an exit condition.

Entry conditions in Salesforce flows can be triggered by the following:

  • Screen flows: Users can trigger via interactions on the screen. The entry criteria here is user input data on the screen that triggers the flow and exit with DML operations such...
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Business Process Automation with Salesforce Flows
Published in: Dec 2023Publisher: PacktISBN-13: 9781835089255

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