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Trailhead

Automate Business Processes

Salesforce via Trailhead

Overview

Learn how to automate business processes on Salesforce.
  • Ensure that critical records are reviewed by the right people at the right time.
  • Make it easy for your sales reps to get the approvals they need for discount offers.
  • Explore Flow Builder and learn when to use flows to automate your business processes.
  • Start building flows to automate business processes using Salesforce records.
  • Use logic and formulas to control the paths and variables in a flow.
  • Use Flow Builder to capture and update contact information with a flow.
  • Learn the basics of record-triggered flows.

Syllabus

  • Approve Records with Approval Processes
    • Customize How Records Get Approved
    • Build an Approval Process
  • Build a Discount Approval Process
    • Prepare Your Org
    • Create an Approval Process
    • Create Initial Submission Actions
    • Specify Final Approval and Rejection Actions
  • Flow Builder Basics
    • Get Started with Business Process Automation
    • Go with the Flow
    • Meet Flow Builder
    • Learn About Flow Variables
  • Data and Actions in Flows
    • Work with Salesforce Records in Flows
    • Combine Variables and Data Elements
    • Communicate Using the Action Element
    • Make the Most of Global Variables and Values
  • Flow Builder Logic
    • Define Multiple Paths in a Flow
    • Set and Change Variable Values
    • Calculate Values in Variables and Formulas
    • Run a Flow Within a Flow
    • Route and Reorder Flow Elements
  • Build a Simple Flow
    • Collect Contact Info from Your User
    • Check for a Matching Contact in Your Org
    • Branch the Flow
    • Create or Update a Contact
  • Record-Triggered Flows
    • Get Started with Triggered Flows
    • Build a Record-Triggered Flow
    • Add a Scheduled Task to Your Flow
    • Meet Flow Trigger Explorer

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