You're reading from Business Process Automation with Salesforce Flows

Product typeBook

Published inDec 2023

PublisherPackt

ISBN-139781835089255

Edition1st Edition

Concepts

Enterprise Resource Planning

Author (1)

Srini Munagavalasa

Summary

In this chapter, we checked all the automation features that are available in Salesforce. You now know the benefits of automating steps in a phased manner to add real value to your business users. We saw the benefit of creating and communicating an automation roadmap and finally concluded with a few tips and tricks.

With this, we conclude Part 1 of the book, and you can understand what functional requirements are and how process flow ties into functional requirements. Also, we discussed how every team member’s understanding of process flow can help you decide what to and what not to automate. In the next part, we will get into Salesforce flows.

You are now well positioned to do the following:

Identify the right set of requirements that can be automated
Understand business needs and hence able to solution design what to and what not to automate
Avoid too much automation due to a lack of planning
Now assess the impact of existing and planned automation...

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Business Process Automation with Salesforce Flows

Published in: Dec 2023Publisher: PacktISBN-13: 9781835089255

Author (1)

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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You're reading from Business Process Automation with Salesforce Flows

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