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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

Practical tips for flow success

Let’s take a look at some practical tips from my experience that you may find useful when implementing various flow types:

Before you start the development phase of the project, make sure you understand your users’ needs; this means you have an approved Business Requirement Document (BRD) or some kind of prioritized requirements document.
Flow or no flow, stakeholders and project team members should understand their current and future business processes. This is even more important if you are trying to automate your complex business processes.
Stagger your automation across multiple releases. Your road map should always try to deliver core functionality, even if it results in some redundancies and manual tasks. These manual tasks can be automated in a future release, based on usability and user feedback.
Do not automate everything or anything. This does not create a good user experience. Sometimes, users may love interacting...

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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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