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Automate Business Processes
Trail

Automate Business Processes

Learn how to speed up processes through automation.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Process Improvement and Optimization
  • IT Automation
  • Business Operations
  • User Interface and User Experience Design
  • Quality Assurance and Control
  • Show More
  • Process Improvement and Optimization
  • IT Automation
  • Business Operations
  • User Interface and User Experience Design
  • Quality Assurance and Control
  • Identity and Access Management
  • Show Less

Products

  • Flow Builder
  • Salesforce Platform
This Trail may include content that is only available in English. Learn More
+23,800 points
Intermediate
Administrator
17 hrs 45 mins

Automate Approval

Learn how to automate approval processes on Salesforce. Solve complex challenges with the automation tools you just learned.

Module

Ensure that critical records are reviewed by the right people at the right time.

+600 Points
~30 mins
Project

Make it easy for your sales reps to get the approvals they need for discount offers.

+400 Points
~1 hr 5 mins
Superbadge

Demonstrate your ability to automate and enhance approval processes.

~1 hr •
Mark as Complete
Superbadge

Use your approval process troubleshooting skills to increase productivity.

~2 hrs •
Mark as Complete
Superbadge

Complete the capstone assessment to earn the Approval Process Specialist Superbadge.

~1 hr •
Mark as Complete

Automate with Flow Builder

Learn how to automate business processes with Flow Builder.

Module

Explore Flow Builder and learn when to use flows to automate your business processes.

+800 Points
~40 mins
Module

Start building flows to automate business processes using Salesforce records.

+1,600 Points
~1 hr 40 mins
Module

Use logic and formulas to control the paths and variables in a flow.

+1,700 Points
~1 hr 55 mins
Project

Use Flow Builder to capture and update contact information with a flow.

+400 Points
~45 mins
Module

Create automation that guides users and interacts with them.

+2,100 Points
~2 hrs 5 mins
Module

Learn the basics of record-triggered flows.

+1,200 Points
~1 hr 5 mins

Assess Your Flow Builder Skills

Solve complex automation challenges with Flow Builder.

Superbadge

Configure flow actions, elements, and more to automate business processes.

~1 hr •
Mark as Complete
Superbadge

Deliver improved performance with flow adjustments and enhancements.

~1 hr •
Mark as Complete
Superbadge

Streamline existing flows to support scalability and enhance the user experience.

~1 hr •
Mark as Complete
Superbadge

Complete the capstone to earn the Flow Elements and Resources Specialist Superbadge.

~1 hr •
Mark as Complete

Solve Complex Challenges as a Salesforce Administrator

Continue the Salesforce Admin Learning Path by tackling more complex admin challenges!

About this Trail

Discover how you can boost your business with automation. In this trail, you learn how to automate approval and business processes, solve automation challenges, and tackle common admin challenges. You will gain skills in IT automation, process improvement, business operations, user interface and user experience design, and identity and access management.