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.
publication date
2023-12-15
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
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
approach
We will start by exploring ways to understand business requirements and process flows, followed by identifying steps in the processes that make a good candidate for business process automation. We will look at real-world scenarios and create, test, and debug flows. Along the way, we will be discussing tips and tricks, best practices, and dos and don'ts while working on automation.
audience
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.
short description
Salesforce Flow Builder is an immensely powerful tool for automating business processes through clicks and low code to build complex business solutions. This is your guide to identifying business automation candidates, applying Salesforce Flow concepts, and gaining the knowledge necessary to automate your business processes using Salesforce Flows.
subtitle
Transform business processes with Salesforce Flows to deliver unmatched user experiences
keywords
Salesforce admin; Salesforce book; Salesforce administrators; Workflow; Workflow automation; Business automation; Salesforce Lightning
Product ISBN
9781835089255
