Salesforce Automation with Salesforce Flow and Apex

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.

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

Om Prakash is a respected Salesforce MVP, recognized since 2020 for his outstanding contributions to the Salesforce ecosystem, marking his fifth consecutive year with this esteemed recognition. As the Founder and CEO of AppyCrown Private Limited—a Salesforce Consulting and AppExchange App Development company—he brings over 13 years of experience in the IT industry, including more than 10 years focused on the Salesforce platform since 2014.

Driven by the belief that "Let's be a savior instead of superior," Om is dedicated to empowering businesses by delivering exceptional solutions on the Salesforce Platform. He is a Salesforce Certified Professional, holding prestigious certifications such as Salesforce Certified Application Architect, Developer, and Advanced Admin. His expertise in the Salesforce.com developer toolkit allows him to leverage no-code, low-code, and pro-code solutions, enabling organizations to craft robust, tailored solutions.

Throughout his career, Om has successfully developed multiple Salesforce Apps for various businesses and ISV partners, expertly overseeing the entire application lifecycle. He has helped many organizations across different industries with consulting and technical architecture, crafting effective solutions tailored to their unique needs.

Additionally, he is a skilled technical trainer and public speaker, sharing his insights at various Salesforce onferences and events, and he leads by example within the Salesforce Trailblazer Community.

At AppyCrown, he and his team provide trusted Salesforce consulting services and AppExchange app development. His extensive experience includes leading the development and configuration of new functionalities for client Salesforce Orgs, optimizing legacy configurations for better performance, and successfully executing various integrations using different methods.

As a trusted advisor in the Salesforce ecosystem, Om Prakash exemplifies expertise, leadership, and generosity. He makes a significant impact through mentorship, knowledge sharing, and collaboration. He invites readers to connect with him to leverage skills and expertise for their business success with Salesforce flow.

Om is passionate about sharing his knowledge and experiences, inspiring fellow learners in the community. He regularly posts technical content and motivational messages on his YouTube channel, Inspiring Ohana, and he actively participates as a guest speaker on other community channels.

As the Community Group Leader for the Salesforce Developer Group, Motihari, Bihar— the first and oldest active Salesforce community group in the Indian state of Bihar—Om organizes community events that foster knowledge sharing and collaboration among developers. He was co-founder and organizer of Bharat Dreamin’ 2024, a Salesforce Community conference.