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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

Testing out our practical scenario

To test out the functionality, let’s open the Contact Sensitive Info custom object.

As an admin, I created a record on the Contact Sensitive Info object, as shown in Figure 7.6. I added Tax ID, Data of Birth, Pass Code, and signature verification image values for the existing contact record, King Valkyrie. Let’s call this record King Valkyrie_PII Data.

After I save this record, our record-triggered flow fires and completes, granting access to users to this new record. Now, these users will have access to this sensitive information record. Optionally, you can add notifications to these users from the flow:

Figure 7.6 - Contact Sensitive Info page (sample record)

Figure 7.6 - Contact Sensitive Info page (sample record)

We would like to grant access to only a limited number of users. Let’s see who has access to this King Valkyrie_PII Data record.

Our requirement is to grant access only to Contact Owner and Account Owner (see Figure 7.7) and no one...

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