Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less.
In this episode, we’ll be setting up a simple approval process directly in Flow. If you’ve ever used classic approval processes, you know how manual and complex they can be. Luckily, we now have flow approval processes, a game-changing alternative that lets you build approvals right into your automations so key records are reviewed by the right people, every time.
It’s faster, easier, and a win-win for everyone involved:
Watch now to learn how to build a record-triggered approval flow from scratch, configure your approval action, and test it in action—turning a manual review step into a fully automated process in minutes.
Try creating your own flow approval process to automate reviews and approvals in your org. You’ll save time, reduce manual steps, and add consistency to every approval that runs through Salesforce.
Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. In this episode, we’re tackling a common challenge admins […]
Welcome to our blog and video series, Automate with Agentforce! Get ready to take your automation skills to the next level with the power of Salesforce, MuleSoft, and innovative AI with Agentforce. In each episode, we highlight real solutions built by Awesome Admin Trailblazers—just like you. Whether you’re just beginning your automation journey or you’re […]
Welcome to our new blog and video series, Automate with Agentforce! Get ready to take your automation skills to the next level with the power of Salesforce, MuleSoft, and innovative AI with Agentforce. In each episode, we highlight real solutions built by Awesome Admin Trailblazers—just like you. Whether you’re just beginning your automation journey or […]
