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, you got exposed to a unique flow feature that can help us enhance functionality and at the same time automate it. Apex sharing using code follows the same steps as laid out in this chapter, except for Apex code, which we replace with flows.

You learned how to create an Apex sharing reason and how it is useful to grant and/or revoke access to your users for special-case records. You saw how we can update the Share objects using a record-triggered flow. Finally, we saw a real-world example and were able to verify how the data got updated on our Share objects.

For this, you need a deeper understanding of sharing objects and using Workbench and the Developer Console. You need a little bit of practice to get the hang of it. Keep practicing; you will enjoy it.

In the next chapter, we will explore and learn how to use the Flow Builder debug window. We often run into some kind of issue, and you need a tool to be able to understand and find the root cause....

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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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