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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

Chapter 1, Process Flows – Understanding Business Requirements

  1. Process flow helps us capture the business process steps from start to finish. The current state of the process is called “as-is.” From “as-is,” we will gather requirements and create the future state “to-be” business process flow.
  2. Yes. Without understanding business requirements, the team will not be able to design, build, and enable the right product. This will result in a bad final product that will not meet the business’s needs.
  3. BPMN, Visio, Wrike, lucid chart, and even paper and pen.
  4. The RACI matrix helps the project team clarify employee roles and responsibilities for tasks/deliverables on a project. RACI helps with better decision-making. It is also called RAM, which stands for Responsible Assignment Matrix.
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