Automation

Transform your company with data-driven automation

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Refine Your Process Automation Skills as a Salesforce Admin
Watch
How to Use Loops in Flow
Learn
Flow Basics Trailhead Module

Latest Blog Posts

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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Flow Enhancements Summer '24.

Flow Enhancements | Summer ’24 Be Release Ready

Summer ’24 is almost here! Learn more about new Flow Builder enhancements like the Automation App, Action Button (beta), and more, and check out Be Release Ready to discover more resources to help you prepare for Summer ’24.  Want to see these enhancements in action? Salesforce product manager Sam Reynard and I will demo some […]

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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.