Automation

Transform your company with data-driven automation

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

Latest Blog Posts

Learn when to use a single Salesforce agent vs. multi-agent orchestration (SOMA) and design scalable Agentforce architectures.

What Is SOMA, and When To Build a Super Agent or a Single Agent

You shipped an agent. It’s working — and now everyone wants a piece of it. “Can it also handle billing?” “What about account inquiries?” “Can it do onboarding too?” Before long, your focused agent is being asked to do everything at once, and that’s where things get messy. Multi-agent orchestration is how you fix that: […]

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Test for Outcomes with Flow Testing Upgrades

Test for Outcomes with Flow Testing Upgrades

Every admin knows the rule: Test in a sandbox before it breaks in production. Or as the saying goes, measure twice and cut once. When new or updated solutions are released to your users, you want to be able to predict that they will have the experience you intend. This also goes for ensuring that […]

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Automate your Back Office with Agentforce Operations

Automate Your Back Office with Agentforce Operations

As a Salesforce Admin, you and your business users are probably familiar with back-office processes you would love to automate. Like the vendor onboarding workflow that starts in Salesforce, jumps to email for document collection, touches an ERP nobody has API access to, and ends when someone manually updates a spreadsheet to say it’s done. […]

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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.