Salesforce Automation With Salesforce Flow And Apex
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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 CRM Administration
Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.
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.