Automation

Transform your company with data-driven automation

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Refine Your Process Automation Skills as a Salesforce Admin
Watch
How to Use Loops in Flow
Learn
Flow Basics Trailhead Module

Latest Blog Posts

A Salesforce Admin's Guide to TrailblazerDX 2024.

A Salesforce Admin’s Guide to TrailblazerDX 2024

The Trailblazer community is coming back together on March 6-7, 2024, in San Francisco and on Salesforce+ for TrailblazerDX 2024—join us! Generative artificial intelligence (AI) is revolutionizing application development, creating the most significant shift and opportunities for both admins and developers in decades. At TDX, you’ll learn to supercharge user productivity, automate business processes, and […]

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Be Release Ready Spring '24 | The Ultimate Guide to Prompt Builder.

The Ultimate Guide to Prompt Builder | Spring ’24

Artificial intelligence (AI) is not a new concept to Salesforce or to Salesforce Admins. Over the years, Salesforce has empowered admins with a user-friendly interface for the setup and configuration of predictive AI features such as Opportunity Scoring, Lead Scoring, Einstein Bots, and more. The introduction of generative AI in Salesforce brings even more possibilities […]

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10 Important Takeaways for Salesforce Admins from 2023

10 Important Takeaways for Salesforce Admins from 2023

As we approach the end of 2023, it’s the perfect time to reflect on what we’ve learned as a Salesforce Admin community and to prepare for the exciting year ahead. In this blog post, we’ll recap essential insights that will help you walk away from this year ready to tackle 2024. Let’s dive into our […]

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Videos

Automate This! — A Trailblazer's Insights from Migrating Workflow Rules to Flow

Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built…

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Podcasts

Trailhead

Module
800 POINTS
Explore Flow Builder and learn when to use flows to automate your business processes.
~45 mins
Trail
10,700 POINTS
Build, test, and distribute flows to automate your business processes.
~11 hrs 30 mins
Module
300 POINTS
Learn how to use Flow Orchestration to organize your flows.
~30 mins

More Resources

Documentation
Record-Triggered Automation Guide
Trailblazer Community
Salesforce Automation Group
Guide
Well-Architected: Automation
AppExchange
Extend the power of Salesforce Flow's no-code process automation with flow solutions from the AppExchange.