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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

Identifying potential automation steps

In the previous section, we checked various automation tools that are available in the Salesforce platform. With the right understanding of the Salesforce system, functional knowledge, and experience, you can perform miracles.

To enable this functionality in any IT system, we need to have the process understood and defined. Let’s briefly see what a process model is and why it is important to understand it. For details, check Chapter 4 of my book, The Salesforce Business Analyst Handbook.

Process models help us understand the current business processes “as-is,” and future desired “to-be” processes.

We start with creating a high-level draft model, iteratively developing, refining, and transforming it as permanent artifacts using the tool of your choice. I prefer to use the Visio tool to create a process flow and then socialize the Visio process flows in PDF format to stakeholders and get their feedback...

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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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