Flow Builder Basics  - Get Started with Business Process Automation

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Questions and Answers

What is the primary goal of automating business processes?

  • To save users' time and ensure required tasks are being done (correct)
  • To eliminate all user interaction
  • To create new business processes
  • To make the organization more complex

What is unique to each organization?

  • Automation solutions
  • User experiences
  • Business processes (correct)
  • Business tasks

What is one tenet of good user experience?

  • If the user can't do it, don't do it
  • If the user can only do one thing, do it for them (correct)
  • If the user can do it, let them do it
  • If the user has to do it, make it hard

How can automation improve the quality of data?

<p>By reducing the need for manual data entry (D)</p> Signup and view all the answers

What are the two categories of automation that an admin can choose from?

<p>Interactive experiences and behind-the-scenes automation (A)</p> Signup and view all the answers

What is an example of an interactive experience?

<p>Displaying a script for call agents in the user interface (D)</p> Signup and view all the answers

What is a benefit of automating repetitive tasks?

<p>It saves hundreds of person-hours over the course of a year (D)</p> Signup and view all the answers

Why is it important to automate business processes?

<p>To save time and improve the quality of data (D)</p> Signup and view all the answers

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Study Notes

The Power of Automation

  • Every organization has business processes, which are tasks that need to be done and requirements that need to be met.
  • Business processes are unique to each organization, making it challenging to find a solution that exactly meets their requirements.
  • Automating business processes can save time and improve data quality.
  • A good user experience principle is to automate tasks that users can only do one way, if possible.
  • Automation can be categorized into two types: interactive experiences and behind-the-scenes automation.

Interactive Experiences

  • Requires input from a user.
  • Features used for interactive experiences include:
    • (features listed, but not specified in the text)

Behind-the-Scenes Automation

  • Runs automatically and behind the scenes.
  • Triggers include when a record changes.
  • Solutions for behind-the-scenes automation include:
    • (features listed, but not specified in the text)

Automation in Salesforce

  • Automation in Salesforce can be used to save users' time and ensure required tasks are completed.
  • The next unit will cover flows in Salesforce.

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