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

Automate Your Admin Workload With Agentforce

Automate Your Admin Workload With Agentforce

Every Salesforce Admin lives in two worlds. In one, you’re a strategic architect, designing flows and planning for the future. In the other, you’re the org’s caretaker, performing the vital, daily maintenance that keeps the system running smoothly‌ — ‌like merging duplicates and managing user permissions. Both roles are essential, but the clicks of caretaking […]

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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.