English | 2025 | ISBN: 9365899974 | 370 pages | PDF
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 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. You will examine how to design subflows that can reduce redundancy within your Salesforce instance.
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
