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Flow Builder Basics - Get Started with Business Process Automation

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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?

By reducing the need for manual data entry Signup and view all the answers

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

Interactive experiences and behind-the-scenes automation Signup and view all the answers

What is an example of an interactive experience?

Displaying a script for call agents in the user interface Signup and view all the answers

What is a benefit of automating repetitive tasks?

It saves hundreds of person-hours over the course of a year Signup and view all the answers

Why is it important to automate business processes?

To save time and improve the quality of data Signup and view all the answers

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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Description

Learn how organizations define and implement business processes to meet their unique needs and requirements. Understand the challenges of finding solutions that exactly meet their requirements.