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

Core responsibilities of a Salesforce Admin

Core Responsibilities of a Salesforce Admin: Your Blueprint for Success

As admins, you hold the keys to success for your users and companies to get the most out of Salesforce. You have the unique opportunity to build and manage trusted solutions that drive productivity and innovation through five core admin responsibilities: security, user management, data management, analytics, and a new core responsibility: product management.  The […]

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Unleashing productivity: Master prompt templates with flow tools

Unleashing Productivity: Master Prompt Templates with Flow Tools

Prompt Builder became generally available on February 29, just over two months ago. Since then, we’ve seen a lot of Salesforce Admins start to experiment and come up with a wide variety of use cases to leverage it. From summarizing records to generating points of view and even creating business-context rich emails, there are a […]

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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.