Skip to main content World Tour Tokyo: Registration Open! Join us for TDX, DataFam, and the SFUG CUP—all in one place.
Automate Business Processes
Trail

Automate Business Processes

Learn how to automate business processes on Salesforce.

Start
+6,800 points
Intermediate
Administrator
~8 hrs
+6,800 points
Intermediate
Administrator
~8 hrs
+600 points
Badge

Approve Records with Approval Processes

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

~30 mins
+400 points
Badge

Build a Discount Approval Process

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

~1 hr 5 mins
+800 points
Badge

Flow Builder Basics

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

~40 mins
+1,600 points
Badge

Data and Actions in Flows

Start building flows to automate business processes using Salesforce records.

~1 hr 40 mins
+1,700 points
Badge

Flow Builder Logic

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

~1 hr 55 mins
+500 points
Badge

Create a Screen Flow That Checks for Duplicates

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

~1 hr 5 mins
+1,200 points
Badge

Record-Triggered Flows

Learn the basics of record-triggered flows.

~1 hr 5 mins
~8 hrs

Skills you will gain

Complete the Trail to build your expertise. Learn More

Skills

  • Process Improvement and Optimization
  • Automation
  • Sales Management
  • General Sales Practices
  • Data Management
  • Show More
  • Process Improvement and Optimization
  • Automation
  • Sales Management
  • General Sales Practices
  • Data Management
  • Business Operations
  • Quality Assurance and Control
  • Identity and Access Management
  • Show Less

Products

  • Flow Builder
  • Agentforce Sales
  • Agentforce 360 Platform

Discover More

Check out other Salesforce products to see how they can help you create more personalized customer journeys and make data-driven decisions.

Show More