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Business Process Automation with Salesforce Flows

By Srini Munagavalasa
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  1. Free Chapter
    Part 1: Understanding Business Requirements and Automation Needs
About this book
The low adoption of most IT projects often stems from a lack of business process automation. While business users get the functionality they need, the excessive manual steps involved in execution impede efficiency. Business Process Automation with Salesforce Flows will address this issue by helping you recognize the need for automation and guiding you through automating such processes. This book starts by quickly exploring various aspects of process automation using Salesforce Flows, covering flow nuts and bolts, flow structure, flow execution order, and different types of flows, as well as troubleshooting techniques to manage your processes using the Flow Builder tool. You’ll then become acquainted with the Flow Orchestration tool, which enables you to compose and orchestrate complex business processes. Through real-world scenarios, you’ll learn how to effectively automate business processes, follow the end-to-end business process flow, automate it using flow orchestration, and learn how to demystify and simplify business process automation. By the end of this book, you’ll be proficient in seamlessly automating your business processes without any hassle.
Publication date:
December 2023
Publisher
Packt
Pages
184
ISBN
9781835089255

 

Part 1: Understanding Business Requirements and Automation Needs

In this part, you will learn and understand the business requirements and the need for automating them so that the system can take care of the repetitive, redundant, and automatable tasks in the backend. We will explore and see how we can take advantage of tools that we can leverage and identify these tasks that can be automated. At the end of this part, you will be able to create a functional design specification that you can use to identify what tasks shall be performed by the end users and what tasks can be automated.

We will also address some of the key challenges faced during this phase:

  • Not being able to identify the right set of requirements that can be automated.
  • Lack of understanding of business needs and hence not being able to create a solution / design for what to and what not to automate.
  • Too much automation is due to a lack of planning.
  • Not assessing the impact of existing and planned automation holistically, resulting in automation logic executing randomly.

The following chapters will be covered in this part.

  • Chapter 1, Process Flows – Understanding Business Requirements
  • Chapter 2, Identification of Functional Requirements for Automation
  • Chapter 3, Business Process Features to Automate
About the Author
  • 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.

    Browse publications by this author
Business Process Automation with Salesforce Flows
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