What this book covers
Chapter 1, Process Flows – Understanding Business Requirements, explores and helps us understand the documented requirements and the process flows. Only after a good understanding of business requirements and process steps can we confidently move on to the next step to determine if a process step can be a potential candidate for automation.
Chapter 2, Identification of Functional Requirements for Automation, covers solution design aspects of functional requirements. We will explore in detail how to split requirements into tasks that can be automated. We will dive deep and discuss the rationale for every task we intend to automate.
Chapter 3, Business Process Features to Automate, discusses why it is important to allocate enough time and prioritize requirements automation. Prioritizing does not mean bringing requirements to the top as they come in from business users, but rather distributing around different releases on the road map to add optimum value to the overall business. You will be able to learn methods to identify important tasks and provide business value.
Chapter 4, Flow Building Blocks, Triggering, and Entry Conditions, covers the main building blocks of Salesforce Flows used in Flow Builder - elements, connectors, and resources. Then we will discuss ways to trigger the flow and entry/exit conditions. You will be able to understand the concepts of Salesforce Flows and get equipped to start creating flow at your organization.
Chapter 5, Salesforce Order of Execution, explores the Order of Execution (OOE) of how your system runs various tasks in the backend. OOE was critical in general for technical teams only in the past, but now it is more important for every salesforce team member. Understanding the OOE with real-world examples will help you get comfortable, and this chapter will explore the concepts of execution so as not to cause any technical debt.
Chapter 6, Types of Salesforce Flows, explores five basic types of flows to automate our business processes. You will gain a deep understanding of scenarios for each of the flow types - screen flows, record trigger flow, schedule-trigger flow, platform event-triggered flow, and autolaunched flows.
Chapter 7, Flows Using Apex Sharing, discusses a very important feature and share records via Flows that are not available by any means other than Apex coding. Now with flow, we have this feature available where you, as an admin, shall be able to perform these actions without code.
Chapter 8, Optimizing and Troubleshooting Flows, explores and helps us learn how to use the Flow Builder debug window to optimize and troubleshoot flows. Anything developed either declaratively or using code will run into some kind of bug, and you need a tool to be able to understand the error message and what it means. We will discuss a few scenarios to effectively debug and make sense of the flow for the users.
Chapter 9, Flow Orchestration, explores and sees how we can streamline and enable complex business processes using flow orchestration. We will explore and learn flow building blocks, and how these blocks work, and then discuss steps to create a flow orchestration. We will explore ways to monitor and streamline our orchestration as well as key considerations to make your orchestration effective.
Chapter 10, Compose and Orchestrate Business Processes, in this last chapter, we will look at a practical scenario, a simplified real-world business requirement, business process flow, and finally a flow orchestration that meets our business needs. We will look at making our orchestration efficient, effective, simple, and usable.
Assessments contains all the answers to the questions from all the chapters.
