Business Process Automation With Salesforce Flows
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Business Process Automation with Salesforce Flows
Author: Srini Munagavalasa
language: en
Publisher: Packt Publishing Ltd
Release Date: 2023-12-15
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 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 DescriptionThe 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.
Salesforce Automation with Salesforce Flow and Apex
DESCRIPTION Introducing "Salesforce Automation with Salesforce Flow and Apex", a practical guide designed for anyone wanting to learn Salesforce automation. Whether you are just starting out or looking to build on your existing skills, this book is here to help you navigate the world of Salesforce flow and automation techniques. This book provides a comprehensive guide to Salesforce flow, a powerful automation tool within the Salesforce platform. It covers foundational concepts like flow types, elements, and debugging techniques. The book explains advanced topics such as screen flows, record-triggered flows, schedule-triggered flows, and platform event-triggered flows. It also explores the integration of flows with Apex to enhance functionality. Additionally, the book covers best practices for performance optimization, error handling, and security. It provides guidance on migrating from traditional automation tools like workflow rule and process builder to flow. By the end of this book, you will be ready to make a real impact with your Salesforce skills, driving efficiency and innovation in your organization. KEY FEATURES ● A comprehensive introduction to Salesforce flow and automation with Apex and its benefits. ● Practical guidance on creating and configuring user-friendly interfaces with screen flows. ● Best practices for optimizing flow performance, handling errors, and ensuring security. WHAT YOU WILL LEARN ● Grasp the importance of Salesforce automation and its transformative impact on business efficiency. ● Explore Salesforce flow features and learn to create, debug, and optimize various flows, including screen and record-triggered flows. ● Master autolaunched flows, integrate them with Apex, and enhance automation using platform events and scheduled flows. ● Implement secure flow sharing, migrate from legacy automation tools, and integrate flows with external systems for seamless data exchange. ● Combine flows and Apex triggers to build advanced, real-time automation solutions tailored to business needs. WHO THIS BOOK IS FOR This book is intended for Salesforce professionals, beginners, and students eager to learn automation within the Salesforce ecosystem. It is ideal for those pursuing roles such as Salesforce administrators, developers, business analysts, testers/QA, consultants, and architects. TABLE OF CONTENTS 1. Necessity of Salesforce Automation 2. Introducing Salesforce flow’s Features and Capabilities 3. Up and Running with Salesforce flow 4. Salesforce flow Implementation and Debugging 5. Creating Screen flows 6. Implementing Screen flows 7. Implementing Record-triggered flows 8. Scheduling Triggered flows 9. Platform event-triggered flow 10. Autolaunched flows 11. Record-triggered Orchestration 12. Apex Actions and Lightning Web Components 13. Best Practices and Troubleshooting Measures 14. Distributing and Sharing flows 15. Integrating flow Outside Salesforce 16. Migrating to flow from Workflow and Process Builder 17. Hands-on Apex Triggers for Automation
Mastering Salesforce Flow for Enterprises
Author: James A Hutcherson
language: en
Publisher: BPB Publications
Release Date: 2025-01-30
DESCRIPTION This book gives you the knowledge to create real-world automation using Salesforce Flows. It starts with a detailed review of business process automation and the fundamentals used to discover, model, analyze, and optimize business processes. You will learn how each step of the process aligns with the information required to create efficient and effective Salesforce Flows. You will then examine how core features included within Salesforce are used to establish and enhance business processes across your instance and applications. You will see how Salesforce features were developed to help improve the collection of data, automate business processes, and enhance outcomes from the start. You will learn the best practices and frameworks used to improve how your business functions continually. With step-by-step instructions, you will learn how to create, test, debug, and improve Salesforce Flows using Flow Builder for several types of flows, including Screen, Record-triggered, and Screenless flow. You will examine how to design subflows that can reduce redundancy within your Salesforce instance. You will also learn when and how to use each flow type in an optimal way. You will examine how the use of advanced features such as AI for Flow, Flow Trigger Explorer, Flow Orchestrator, and Transform features improve your business automation outcomes. KEY FEATURES ● Learn how BPM simplifies creating flows and why hyper-automation and composability are crucial for businesses. ● Work with Screen, Screenless, and Triggered flows while troubleshooting and fixing errors effectively. ● Understand how AI improves automation and creates smarter workflows. WHAT YOU WILL LEARN ● Learn to use Salesforce Flows to automate complex business processes. ● Understand the different types of flows and when to use them. ● Improve usability, scalability, and security for your applications with flows. ● Identify and use best practices when creating new process automation. ● Understand BPM fundamentals and how to use them to create better flows. WHO THIS BOOK IS FOR This book is for administrators, developers, business analysts, and architects who want to learn and master Salesforce Flows. It is ideal for those looking to automate complex business processes, improve efficiency, and integrate AI capabilities within their environment. TABLE OF CONTENTS 1. Setting the Stage for Flows 2. Business Process Management Fundamentals with Salesforce Flows 3. Extracting Business Processes for Automation 4. Process Automation in Salesforce 5. Using Core Salesforce Features in Automation 6. Introduction to Salesforce Flows 7. Flow Builder Fundamentals 8. Understanding Flow Builder Elements, Connectors, and Resources 9. Mastering Screen Flows 10. Record-triggered Flows 11. Screenless Flows 12. Building Effective Subflows 13. Flow Trigger Explorer, Orchestrator, and Transform 14. Optimizing and Testing Flows 15. Using AI in Flows