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Pluralsight

Salesforce Administration: Workflow/Process Automation

via Pluralsight

Overview

This course will teach you how to configure point-and-click automation on the Salesforce platform.

Are you interested in automatically updating fields, sending notifications, and automating customer processes? In this course, Salesforce Administration: Workflow/Process Automation, you’ll learn to build point-and-click automation on the Salesforce platform. First, you’ll explore the Flow tool’s capabilities and how to configure actions on records, like field updates or record inserts. Next, you’ll discover troubleshooting and debugging techniques to use when running into errors. Finally, you’ll learn how to work with approval processes. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce process automation needed to begin building value-adding automation for any business or organization.

Syllabus

  • Course Overview 1min
  • Introducing Flow in Salesforce 27mins
  • Troubleshooting Flow 15mins
  • Special Flow Cases 10mins
  • Implementing Salesforce Approvals 20mins
  • Workshopping Process Scenarios 13mins

Taught by

Pluralsight

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