Business Process Automation with Salesforce Flows: Transform business processes with Salesforce Flows to deliver unmatched user experiences

Key Features

• Explore business processes for automation to add value for your business users
• Analyze, evaluate, and devise effective ways to implement automation through Salesforce Flows
• Become an expert in flow orchestration and compose complex business processes using real-world examples, tips, and tricks
• Purchase of the print or Kindle book includes a free PDF eBook

Book Description

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.

What you will learn

• Gain insights into gathering business requirements and identifying automation needs
• Identify opportunities for improving business process flows
• Translate critical steps in the business process flow and automate them using Flow Builder
• Identify different types of Salesforce Flows tailored to various scenarios
• Optimize and troubleshoot Salesforce Flows for increased efficiency
• Discover ways to implement complex business process automation through flow orchestration

Who this book is for

This book is for system administrators, technical team members, and business analysts with a solid understanding of the Salesforce CRM software who want to effectively automate business processes using Salesforce Flows. Administrative-level Salesforce experience, along with some technical experience working with automation tools like Workflow, Process Builder, and Flows, will facilitate a better comprehension of the concepts covered in this book.

Table of Contents

1. Process Flows – Understanding Business Requirements
2. Identification of Functional Requirements for Automation
3. Business Process Features to Automate
4. Flow Building Blocks, Triggering, and Entry Conditions
5. Salesforce Order of Execution
6. Types of Salesforce Flows
7. Flows Using Apex Sharing
8. Optimizing and Troubleshooting Flows
9. Flow Orchestration
10. Compose and Orchestrate Business Processes

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.