In this 2.5 hour immersion into Salesforce automation we will use a hands-on, scenario-based format to show you how to use out-of-the-box Salesforce automation tools to drive efficiency and accuracy in your organization. We will create several automations in our hands-on environments, and discuss several use cases. You will learn which automation tool is best for each use case, with an emphasis on Salesforce Flow – which provides declarative process automation for every Salesforce app, experience, and portal.
This Course is Ideal for:
- Salesforce Admins new to automation
- Department Power Users
- Users interested in understanding what automation tools are available
- The Purpose of Automation
- Rules (validation, escalation, assignment, auto-response)
- Approval Processes
- Process Builder
- Flow Builder
Prerequisite: HTT Sales Cloud End User Course or equivalent.
Certification Received: HTT Automation Certificate