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

Why Every Admin Needs a Backlog (and How To Use One)

Requests come from everywhere: users, stakeholders, leadership. Without a plan, it’s easy to fall into reactive mode. A good backlog helps admins stay grounded. It’s your go-to place for capturing ideas, organizing requests, and moving your org forward with clarity and confidence. In this post, we’ll discuss what a backlog actually is, how to start […]

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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.