You're reading from Business Process Automation with Salesforce Flows Transform business processes with Salesforce Flows to deliver unmatched user experiences

Product type Paperback

Published in Dec 2023

Publisher Packt

ISBN-13 9781835089255

Length 184 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Enterprise Resource Planning

Author (1):

Srini Munagavalasa

Preface

1. Part 1: Understanding Business Requirements and Automation Needs FREE CHAPTER

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

Tips for success

Get to know the project stakeholders, SMEs, and project team members. You can get info from organization charts and social profiles.
If you are a business analyst, you will probably be facilitating and documenting these requirements and process flows. If you are not, make sure you are involved during these discussions.
Make sure to encourage everyone to contribute and ask questions. This will help everyone on the team. This includes you too.
Send minutes of the meeting by the end of the day to all participants. Follow up as needed till you and the stakeholders understand and agree to high-level requirements.
Do not get into designing solutions. Understand the business requirements and process flows. Remember – you do not yet know what requirements will be in scope. Your goal should be to gain a good understanding of the complete situation and not provide options or solutions.
Approach the project with a design-thinking mindset. Look...

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