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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
Author (1):
Srini Munagavalasa Srini Munagavalasa
Profile icon 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 16. Other Books You May Enjoy

Practical tips on prioritizing requirements

Let us look at a few pointers that might help you with your prioritization activities. They are very useful and important and can potentially save you a lot of pain and time. Some practical tips that you may find useful during your project implementations are:

  • Ensure that every team member on the project and all your stakeholders understand the flow of the process.
  • Refrain from automating everything in the initial releases. Focus on the core functionality that will add more functions to the system even though they require more steps from users.
  • Understand the usage and feedback from users for steps that you plan to automate. Does it really make sense to automate these steps? Do your business users want that automated, or are they comfortable with the way it is?
  • Avoid automating edge cases. If this feature is used rarely or by only a small set of users, do you really want to automate these steps? To mitigate any risk in...
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