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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

Summary

This chapter explored the five basic types of flows to automate our business processes. We discussed each flow type in detail with screenshots. We took simplified scenarios and went through explaining each step, looking at concepts and the rationale behind each flow. I hope you now have a better understanding of screen flows, record-triggered flows, schedule-triggered flows, platform event-triggered flows, and autolaunched flows, and how they meet your business needs. With practice, you will be well-equipped to create complex Salesforce flows at your organizations and automate your processes.

In the next chapter, you will learn how to share records via flows that are not available by any other means other than Apex coding. With flow, we have this great feature available where you can perform complex data sharing without resorting to code. You will get to see and explore a real-world business scenario.

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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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