Automation Workshop

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

Topics:

  • The Purpose of Automation
  • Formulas
  • Rules (validation, escalation, assignment, auto-response)
  • Workflows
  • Approval Processes
  • Process Builder
  • Flow Builder