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Business Process Automation with Salesforce Flows

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

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Product type Paperback
Published in Dec 2023
Publisher Packt
ISBN-13 9781835089255
Length 184 pages
Edition 1st Edition
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Author (1):
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Srini Munagavalasa Srini Munagavalasa
Author Profile Icon Srini Munagavalasa
Srini Munagavalasa
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Table of Contents (17) Chapters Close

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

Identification of Functional Requirements for Automation

In the last chapter, we reviewed ways to understand business requirements using business process flows. We primarily used these flows to identify high-level business requirements during the pre-planning and/or planning phase of your project. During the design phase of the projects, these high-level product requirements will generate more granular and refined requirements, also called functional and non-functional requirements.

In this chapter, we will cover 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 that we intend to automate.

We will cover the following topics in this chapter:

  • What are functional requirements?
  • Identifying functional tasks that can be automated
  • Developing a functional specification document (FSD) outlining tasks to be automated
  • Practical...
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