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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
Author (1):
Srini Munagavalasa Srini Munagavalasa
Profile icon 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 16. Other Books You May Enjoy

Flows to trigger business processes

We have seen various building blocks – elements, connectors, and resources. We use these basic building blocks to enable and trigger our business process steps. Based on the business process requirements, processes can be interactive with your end users, or they can run behind the scenes seamlessly.

There are two ways flows can be triggered:

  1. Interactive experience flows: Here, users need to input or perform interactively on the screen. A good example would be to collect customer information and contact information on one simple user interface (UI) and let the flow take care of updates to multiple objects.
  2. Behind-the-scenes automated flows: No user action is required. These flows run behind the scenes, and we can say they are 100% automated. Example: Generate an email notification to the account manager when a high-value opportunity status is changed to Closed Lost. Another example would be scheduling notifications for all open...
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