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