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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

Concepts

Enterprise Resource Planning

Author (1):

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

Why subscribe?

16. Other Books You May Enjoy

Real-world business scenarios

In this section, we will look at two scenarios and review business process flows. We will look at the conceptual and detailed business process flow for partner registration and quote approvals. Of the two scenarios, we will walk through the orchestration process from start to finish for the quote approval scenario.

Scenario 1 – a partner registration business process

Partner registration is an end-to-end process, involving registering and onboarding your channel partners so that they can be part of the partner program. Partner users will be able to access your system and collaborate with internal team members of your business.

Our scenario is to enable the channel team to capture data from partner users and be able to complete onboarding activities – request account, contact, and user creation – so that partners can access Salesforce data and collaborate and work with the sales team in generation and closing deals.

Let...

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Authors (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.

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