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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

Getting consensus and agreement from all stakeholders

In the last section, we got an opportunity to identify all the requirement steps – most importantly, the ones that can potentially be automated using a process flow diagram. I cannot emphasize enough how important these process flows are. If your team cannot draw your business process and explain it visually, that means you do not understand your business process completely, and this translates to incomplete requirements gathering and understanding of your business needs. If this is the case, take a pause and make sure requirements are elicited, documented, and agreed on by all project stakeholders. Make use of a whiteboard or a flip chart during your workshops, and develop the process flow with the help of your business stakeholders, SMEs, and project team members.

Here are some considerations to make an agreement with key stakeholders:

  • Be an active listener: Be able to understand the meaning behind the work and...
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