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By: Tag: Process Automation

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What Is a Platform Event-Triggered Flow?

What Is a Platform Event-Triggered Flow?

Admins, have you ever needed to have actions taken in Salesforce if something happens in an external system? Have you ever needed to log an error or notify people if an error occurs? If yes, then a platform event-triggered flow might be what you need. In this post, we’ll provide a high-level overview of a […]

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Einstein for Flow: Using Generative AI to Assist Your Flows.

Einstein for Flow: Using Generative AI to Assist Your Flows

Editor’s note: This article was updated on July 24, 2024, with the latest information and resources. As part of Salesforce’s continuous evolution of Einstein, it’s time we take a moment to provide an update on how Einstein is impacting one of your favorite tools in your admin toolbox: Salesforce Flow. Flow has many powerful capabilities […]

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What Is a Schedule-Triggered Flow?

What Is a Schedule-Triggered Flow?

As an admin, you may be given business requirements to perform some type of automation, like maintain your org’s data or complete routine tasks (for example, send an email reminder) on a scheduled time and frequency, such as daily or weekly. Or, you might just need to run automation once on a batch of records. […]

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Leverage the Power of Invocable MuleSoft Composer Flows.

Automate This! — Leverage the Power of Invocable MuleSoft Composer Flows

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 by #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, see how Meghesh Shenoy uses invocable MuleSoft Composer […]

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Create a 360-Degree View of Donors with Flow Builder and MuleSoft Composer.

Automate This! — Create a 360-Degree View of Donors with Flow Builder and MuleSoft Composer

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 by #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, see how Andrew Shanks uses Flow Builder and […]

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Headshot of Mary Tagler next to copy that says, "Automate This! — Track Your Blood Pressure with Flow."

Automate This! — Create a Blood Pressure Tracker Using Flow and Custom Notifications

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 by #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, see how Mary Tagler uses Flow, custom notifications, […]

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Headshot of Kenya Shakir next to text that says, "Automate This! — Manage Finances with Flow."

Automate This! — Manage Finances with 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 by #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, see how Kenya Shakir uses Salesforce to help […]

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Awesome Admin Highlights from Dreamforce 2023.

Awesome Admin Highlights from Dreamforce 2023

In a flash, Dreamforce 2023 has come to a close, leaving us with a clear vision of how #AwesomeAdmins are empowered to shape the future of business. Whether you joined us in person or streamed content on Salesforce+, this year’s Dreamforce illuminated a path to a 🌟bright future🌟 for admins, driven by the latest technology […]

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