Podcast
Questions and Answers
What is the primary goal of automating business processes?
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?
What is unique to each organization?
- Automation solutions
- User experiences
- Business processes (correct)
- Business tasks
What is one tenet of good user experience?
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?
How can automation improve the quality of data?
What are the two categories of automation that an admin can choose from?
What are the two categories of automation that an admin can choose from?
What is an example of an interactive experience?
What is an example of an interactive experience?
What is a benefit of automating repetitive tasks?
What is a benefit of automating repetitive tasks?
Why is it important to automate business processes?
Why is it important to automate business processes?
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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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