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

Part 2: Business Process Automation in Salesforce

In this part, you will learn the next phase of the automation cycle – how to automate your business processes using Salesforce Flows. Flows provide a wonderful functionality where you shall be able to declaratively and to some extent minimal coding knowledge and implement your business processes by automating them using this flow feature. This part will help you learn tools, techniques, and methods you can implement and incorporate to transform business needs into working automated functions in your system.

In this part, we’ll discuss some of the challenges that we face in most Salesforce projects, and suggest methods to handle them:

Admins and business analysts often overlook Salesforce Flows due to their perception as a tool intended for only advanced technical team members.
Implementing an automated feature as requests come in from end users.
Team members do not understand the flow execution order...

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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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