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

Why Flow Matters More Than Ever in the Agentic Era

Why Flow Matters More Than Ever in the Agentic Era

Let’s be real for a minute. Things are moving incredibly fast right now. Every time you log in or refresh your feed, there’s a new AI tool popping up, promising to change how we work. If you’re feeling the fatigue of constantly trying to keep up, or if you’re quietly worrying about where your traditional […]

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5 Use Cases To Get Started With Setup with Agentforce

5 Use Cases To Get Started With Setup with Agentforce

Think about the last time you had to solve a user access riddle: Pam and Jim are in the same department, so why can Pam edit Dwight’s record but Jim can’t? That kind of troubleshooting could take dozens of clicks and cost hours of your day. Now, imagine asking Salesforce and it solves it for […]

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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.