Automation

Transform your company with data-driven automation

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Read
Refine Your Process Automation Skills as a Salesforce Admin
Watch
Automate This! LIVE Admin Video Series
Learn
Flow Basics Trailhead Module

Latest Blog Posts

Overcome access dilemmas with permission sets

Use Permission Sets To Overcome Common Access Dilemmas

As an Awesome Admin, it’s probably in your nature to look for any way to optimize a process or situation! As part of that never-ending desire for optimization, I would bet that you’ve spent a lot of time thinking about your permissions setup in Salesforce. Salesforce provides multiple ways to grant permissions to users, each […]

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Advance Your Admin Career With Dev Fundamentals

Advance Your Admin Career With Dev Fundamentals

Ready to take the next step in your admin career but unsure where to start? Take a page out of my book and learn development fundamentals to jumpstart your abilities as an advanced admin and extend your Salesforce Platform knowledge. Several years ago, I was at a career tipping point. I felt solid in my […]

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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.