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

10 early wins every new salesforce admin can achieve

10 Early Wins Every New Salesforce Admin Can Achieve

Starting out as a Salesforce Admin can feel like stepping into a world of endless clicks, tabs, and thinking, “Wait…where did that setting live again?” The good news? You don’t need to overhaul your org on day one to make an impact. The fastest way to build confidence (and trust) is by stacking a few […]

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Stop Manually Downloading Event Logs: Automate Your API Monitoring

Stop Manually Downloading Event Logs: Automate Your API Monitoring

Monitoring API usage isn’t just a technical task — it’s a core part of keeping your org healthy. As an admin, you’re the guardian of your platform’s limits and performance. Having a clear view of your API consumption helps you answer leadership questions, flag risky integrations before they break, and reduce overall operational risk.  The […]

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6 Salesforce features every new admin should learn first

6 Salesforce Features Every New Admin Should Learn First

I was recently talking with some new Salesforce Admins who are studying for their certification exam. We discussed how BIG the platform feels and how, with so much to learn, it can feel challenging to even get started. Salesforce is incredibly powerful, which means there are a lot of features and settings, but new admins […]

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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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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.