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
Learn
Flow Basics Trailhead Module

Latest Blog Posts

Einstein next to text that says, "Be an AI-Minded Salesforce Admin."

Be an AI-Minded Salesforce Admin

Understanding the fundamentals of artificial intelligence (AI) is critical to being an #AwesomeAdmin. This technology has opened up broadly and both people and businesses are finding new and inventive ways to weave it into products and our lives. There’s no better time to get up to speed on AI and how you will be able […]

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The admin Learn Moar Trailhead Community badge next to text that says, "#2 Reactive Screen Components (Beta)."

Reactive Screen Components (Beta) | Learn MOAR Summer ’23

In Summer ’23, admins can start taking advantage of reactivity with reactive formulas. Read this blog post to learn why reactive screens will transform the screen-building game for Flow and for the Salesforce platform as a whole. Then complete the Learn MOAR Summer ’23 for Admins trailmix to earn a special community badge. Before we […]

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How #AwesomeAdmins Help Salesblazers Sell as a Team

Selling has become a team sport, with 81% of reps saying team selling helps them close deals. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. […]

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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.