Automation

Transform your company with data-driven automation

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

Latest Blog Posts

What Is a Platform Event-Triggered Flow?

What Is a Platform Event-Triggered Flow?

Admins, have you ever needed to have actions taken in Salesforce if something happens in an external system? Have you ever needed to log an error or notify people if an error occurs? If yes, then a platform event-triggered flow might be what you need. In this post, we’ll provide a high-level overview of a […]

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Einstein for Flow: Using Generative AI to Assist Your Flows.

Einstein for Flow: Using Generative AI to Assist Your Flows

As part of Salesforce’s continuous evolution of Einstein, it’s time we take a moment to provide an update on how Einstein is impacting one of your favorite tools in your admin toolbox: Salesforce Flow. Flow has many powerful capabilities and has helped Salesforce Admins like you streamline and automate your work and provide value to […]

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What Is a Schedule-Triggered Flow?

What Is a Schedule-Triggered Flow?

As an admin, you may be given business requirements to perform some type of automation, like maintain your org’s data or complete routine tasks (for example, send an email reminder) on a scheduled time and frequency, such as daily or weekly. Or, you might just need to run automation once on a batch of records. […]

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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.