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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?

    <p>By reducing the need for manual data entry</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</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</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</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</p> 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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    Quiz Team

    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.

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