Automation

Create end-to-end workflows for any industry with declarative process automation.

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Latest Blog Posts

Cloudy towing Einstein on water skiis next to text that says "Learn Moar: #2 Flow Enhancements."

Learn MOAR in Summer ’22 with Flow Enhancements 🔁

Follow and complete a Learn MOAR Summer ’22 trailmix for admins or developers by July 31, 2022, 11:59 pm PT to earn a special community badge and be automatically entered for a chance to win one of five $200 USD Salesforce Certification vouchers. Restrictions apply. Learn how to participate and review the Official Rules by […]

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Image of Salesforce characters on a green field next to text that says, "Trailblazer DX '22 Admin Recap."

6 TrailblazerDX ’22 Takeaways for Salesforce Admins

Two weeks ago, TrailblazerDX returned, marking our first big in-person event together in more than 800 days! The energy, enthusiasm, and excitement on-site was equally matched by those joining us on Salesforce+, with two full days of content, connection, and collaboration. From keynotes to campfires and everything in between, TDX ’22 was full of knowledge […]

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Greenery and text that says, "Automate the Assignment and Removal of Permission Set Groups." "

Automate the Assignment and Removal of Permission Set Groups

In the first episode of Automate This!, a new livestream content series focused on all things automation, I presented a solution for automating the assignment and removal of permission sets. This blog post will cover a related solution, the automation of the assignment and removal of permission set groups. Don’t know what permission set groups […]

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VIDEOS

Expert Corner: Plan for the Future of Your Automations with Product Management Director Diana Jaffe

“Expert Corner” is an interactive video series made for our #AwesomeAdmin community. Each episode features Salesforce Product Managers and experts sharing new and upcoming features…

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PODCASTS

TRAILHEAD

Trail
700 POINTS
Build, test, and distribute flows to automate your business processes.
7 hrs 40 mins
Trail
6600 POINTS
Optimize your business processes by harnessing the power of Lightning Flow.
7 hrs 40 mins
Module
1500 POINTS
Diagnose and fix common flow issues.
45 mins

MORE RESOURCES

DOCUMENTS
Record-Triggered Automation Guide
TRAILBLAZER COMMUNITY
Salesforce Automation group
GUIDE
Salesforce Flow Dev Center
APPEXCHANGE
Extend the power of Salesforce Flow's no-code process automation with flow solutions from the AppExchange.