Business Process Automation with Salesforce Flows Transform Business Processes with Salesforce Flows to Deliver Unmatched User Experiences
Create seamless and structured workflows that can streamline complicated business processes with this comprehensive BPA book Key Features Explore business processes for automation to add value for your business users Analyze, evaluate, and devise effective ways to implement automation through Salesf...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England :
Packt Publishing Ltd
[2023]
|
| Edición: | First edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009790336506719 |
Tabla de Contenidos:
- Cover
- Preface
- Title Page
- Copyright and Credits
- Contributors
- Table of Contents
- Part 1: Understanding Business Requirements and Automation Needs
- Chapter 1: Process Flows - Understanding Business Requirements
- Types of business requirements
- Identifying the right stakeholders from project teams and SMEs
- Techniques and tools to identify requirements
- Understanding "as-is" and "to-be" business process flows
- Use-case scenario 1 - Partner user onboarding process
- Use-case scenario 2 - Quote approval process
- Tips for success
- Summary
- Questions
- Further reading
- Chapter 2: Identification of Functional Requirements for Automation
- What are functional requirements?
- Identifying functional tasks that can be automated
- Developing an FSD outlining tasks to be automated
- Practical tips for success
- Summary
- Questions
- Further reading
- Chapter 3: Business Process Features to Automate
- Automation tools available in Salesforce
- Identifying potential automation steps
- Scenarios - Rationale for automation
- Getting consensus and agreement from all stakeholders
- Practical tips on prioritizing requirements
- Summary
- Questions
- Further reading
- Part 2: Business Process Automation in Salesforce
- Chapter 4: Flow Building Blocks, Triggering, and Entry Conditions
- Flow building blocks
- Flows to trigger business processes
- Interactive experience flows
- Behind-the-scenes automated flows
- Flow entry and exit conditions
- Key considerations
- Summary
- Questions
- Further reading
- Chapter 5: Salesforce Order of Execution
- What is OOE?
- Salesforce Platform OOE
- Avoiding flow execution anti-patterns
- Summary
- Questions
- Further reading
- Chapter 6: Types of Salesforce Flows
- Exploring five basic types of flows in Salesforce
- Accessing flows in Salesforce.
- Screen flow
- Record-triggered flow
- A schedule-triggered flow
- A platform event-triggered flow
- An autolaunched flow (no trigger)
- Practical tips for flow success
- Summary
- Questions
- Further reading
- Chapter 7: Flows Using Apex Sharing
- Data-sharing options in Salesforce
- Sharing data using Apex managed sharing
- Exploring a real-world business scenario
- Testing out our practical scenario
- Summary
- Questions
- Further reading
- Chapter 8: Optimizing and Troubleshooting Flows
- Learning about the flow debug window
- Simple practical scenario - capture shipping address
- Typical steps in the Debug Details window
- Understanding flow errors
- Troubleshooting flow errors
- Practical scenario - failed flow example
- Flow tips
- Summary
- Questions
- Further reading
- Part 3: Flow Orchestration
- Chapter 9: Flow Orchestration
- What is flow orchestration?
- Orchestration types
- Orchestration - how it works
- Putting it all together to create a model
- Monitoring flow orchestrations
- Debugging orchestration runs
- Key considerations when orchestrating flows
- Summary
- Questions
- Further reading
- Chapter 10: Compose and Orchestrate Business Processes
- Real-world business scenarios
- Scenario 1 - a partner registration business process
- Scenario 2 - a quote approval business process
- Designing and creating a business process flow diagram
- A partner registration scenario
- The quote approvals scenario
- Transforming business processes into automated solutions
- Key considerations during flows
- Summary
- Further reading
- Assessments
- Chapter 1, Process Flows - Understanding Business Requirements
- Chapter 2, Identification of Functional Requirements for Automation
- Chapter 3, Business Process Features to Automate.
- Chapter 4, Flow Building Blocks, Triggering, and Entry Conditions
- Chapter 5, Salesforce Order of Execution
- Chapter 6, Types of Salesforce Flows
- Chapter 7, Flows Using Apex Sharing
- Chapter 8, Optimizing and Troubleshooting Flows
- Chapter 9, Flow Orchestration
- Index
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