Automation

Create end-to-end workflows for any industry with declarative process automation.

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Refine Your Process Automation Skills as a Salesforce Admin
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5 New Videos to Help You Understand Flow Concepts
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Flow Basics Trailhead Module

Latest Blog Posts

Greenery next to text that says," Three Powerful Formula Functions You Can Use in Flow"

Three Powerful Formula Functions You Can Use in Flow

Often times in automation, you want activities to occur only when the record is new, when the record is updated, or when there was a record update but only if the previous field value was ‘x’. The power formula functions IsNew(), IsChanged(), and PriorValue() that you use in workflow rules and processes can also be […]

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AI for Admins: What You Need to Know to Make Einstein Bots a Success

Einstein Bots interact with your customers quickly and accurately with automation and artificial intelligence (AI) capability. In terms of AI initiatives, the biggest challenge is measuring business impact. One reason most AI projects fail is that people are looking at “model performance” instead of business value, such as how much money, in either additional revenue […]

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Seamlessly Share User Feedback in Slack with OmniScripts

⚠️ The challenge As #AwesomeAdmins, we’re used to managing our Salesforce orgs and constantly making our best efforts to turn user feedback into actionable enhancements together with the development team. Now let’s imagine it’s the go-live day of a brand new, industry-specific component. We’re all so excited about it and we want to enrich it […]

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VIDEOS

Expert Corner: Plan for the Future of Your Automations with Product Management Director Diana Jaffe

“Expert Corner” is an interactive video series made for our #AwesomeAdmin community. Each episode features Salesforce Product Managers and experts sharing new and upcoming features…

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PODCASTS

TRAILHEAD

Trail
700 POINTS
Build, test, and distribute flows to automate your business processes.
7 hrs 40 mins
Trail
6600 POINTS
Optimize your business processes by harnessing the power of Lightning Flow.
7 hrs 40 mins
Module
1500 POINTS
Diagnose and fix common flow issues.
45 mins

MORE RESOURCES

DOCUMENTS
Record-Triggered Automation Guide
TRAILBLAZER COMMUNITY
Salesforce Automation group
GUIDE
Salesforce Flow Dev Center
APPEXCHANGE
Extend the power of Salesforce Flow's no-code process automation with flow solutions from the AppExchange.