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Business Process Automation with Salesforce Flows
Business Process Automation with Salesforce Flows

Business Process Automation with Salesforce Flows: Transform business processes with Salesforce Flows to deliver unmatched user experiences

By Srini Munagavalasa
₹2,382.99 ₹800.00
Book Dec 2023 184 pages 1st Edition
eBook
₹2,382.99 ₹800.00
Print
₹2,978.99
Subscription
₹800 Monthly
eBook
₹2,382.99 ₹800.00
Print
₹2,978.99
Subscription
₹800 Monthly

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Product Details


Publication date : Dec 15, 2023
Length 184 pages
Edition : 1st Edition
Language : English
ISBN-13 : 9781835089255
Category :
Table of content icon View table of contents Preview book icon Preview Book

Business Process Automation with Salesforce Flows

Part 1: Understanding Business Requirements and Automation Needs

In this part, you will learn and understand the business requirements and the need for automating them so that the system can take care of the repetitive, redundant, and automatable tasks in the backend. We will explore and see how we can take advantage of tools that we can leverage and identify these tasks that can be automated. At the end of this part, you will be able to create a functional design specification that you can use to identify what tasks shall be performed by the end users and what tasks can be automated.

We will also address some of the key challenges faced during this phase:

  • Not being able to identify the right set of requirements that can be automated.
  • Lack of understanding of business needs and hence not being able to create a solution / design for what to and what not to automate.
  • Too much automation is due to a lack of planning.
  • Not assessing the impact of existing and planned automation holistically, resulting in automation logic executing randomly.

The following chapters will be covered in this part.

  • Chapter 1, Process Flows – Understanding Business Requirements
  • Chapter 2, Identification of Functional Requirements for Automation
  • Chapter 3, Business Process Features to Automate
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Key benefits

  • Explore business processes for automation to add value for your business users
  • Analyze, evaluate, and devise effective ways to implement automation through Salesforce Flows
  • Become an expert in flow orchestration and compose complex business processes using real-world examples, tips, and tricks
  • Purchase of the print or Kindle book includes a free PDF eBook

Description

The low adoption of most IT projects often stems from a lack of business process automation. While business users get the functionality they need, the excessive manual steps involved in execution impede efficiency. Business Process Automation with Salesforce Flows will address this issue by helping you recognize the need for automation and guiding you through automating such processes. This book starts by quickly exploring various aspects of process automation using Salesforce Flows, covering flow nuts and bolts, flow structure, flow execution order, and different types of flows, as well as troubleshooting techniques to manage your processes using the Flow Builder tool. You’ll then become acquainted with the Flow Orchestration tool, which enables you to compose and orchestrate complex business processes. Through real-world scenarios, you’ll learn how to effectively automate business processes, follow the end-to-end business process flow, automate it using flow orchestration, and learn how to demystify and simplify business process automation. By the end of this book, you’ll be proficient in seamlessly automating your business processes without any hassle.

What you will learn

Gain insights into gathering business requirements and identifying automation needs Identify opportunities for improving business process flows Translate critical steps in the business process flow and automate them using Flow Builder Identify different types of Salesforce Flows tailored to various scenarios Optimize and troubleshoot Salesforce Flows for increased efficiency Discover ways to implement complex business process automation through flow orchestration

What do you get with eBook?

Product feature icon Instant access to your Digital eBook purchase
Product feature icon Download this book in EPUB and PDF formats
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
Buy Now

Product Details


Publication date : Dec 15, 2023
Length 184 pages
Edition : 1st Edition
Language : English
ISBN-13 : 9781835089255
Category :

Table of Contents

17 Chapters
Preface Chevron down icon Chevron up icon
Part 1: Understanding Business Requirements and Automation Needs Chevron down icon Chevron up icon
Chapter 1: Process Flows – Understanding Business Requirements Chevron down icon Chevron up icon
Chapter 2: Identification of Functional Requirements for Automation Chevron down icon Chevron up icon
Chapter 3: Business Process Features to Automate Chevron down icon Chevron up icon
Part 2: Business Process Automation in Salesforce Chevron down icon Chevron up icon
Chapter 4: Flow Building Blocks, Triggering, and Entry Conditions Chevron down icon Chevron up icon
Chapter 5: Salesforce Order of Execution Chevron down icon Chevron up icon
Chapter 6: Types of Salesforce Flows Chevron down icon Chevron up icon
Chapter 7: Flows Using Apex Sharing Chevron down icon Chevron up icon
Chapter 8: Optimizing and Troubleshooting Flows Chevron down icon Chevron up icon
Part 3: Flow Orchestration Chevron down icon Chevron up icon
Chapter 9: Flow Orchestration Chevron down icon Chevron up icon
Chapter 10: Compose and Orchestrate Business Processes Chevron down icon Chevron up icon
Assessments Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

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