Salesforce Automation with Salesforce Flow and Apex

Download or read book Salesforce Automation with Salesforce Flow and Apex written by Om Prakash and published by BPB Publications. This book was released on 2024-11-26 with total page 406 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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