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Automate Business Processes
Trail

Automate Business Processes

Learn how to automate business processes on Salesforce.

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This Trail may include content that is only available in English. Learn More
+6,800 points
Intermediate
Administrator
~8 hrs

Automate Business Processes

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

+600 Points
~30 mins
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Make it easy for your sales reps to get the approvals they need for discount offers.

+400 Points
~1 hr 5 mins
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Explore Flow Builder and learn when to use flows to automate your business processes.

+800 Points
~40 mins
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Start building flows to automate business processes using Salesforce records.

+1,600 Points
~1 hr 40 mins
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Use logic and formulas to control the paths and variables in a flow.

+1,700 Points
~1 hr 55 mins
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Use Flow Builder to capture and update contact information with a flow.

+500 Points
~1 hr 5 mins
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Learn the basics of record-triggered flows.

+1,200 Points
~1 hr 5 mins

Skills you will gain

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Skills

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

  • Agentforce 360 Platform
  • Flow Builder
  • Agentforce Sales

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