Automate Business Processes

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.

• 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