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Automate Business Processes
Trail

Automate Business Processes

Learn how to automate business processes on Salesforce.

Start
+6,700 points
Intermediate
Administrator
~7 hrs 40 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • 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
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Products

  • Flow Builder
  • Sales Cloud
  • Salesforce Platform
+6,700 points
Intermediate
Administrator
~7 hrs 40 mins
+600 points
Module

Approve Records with Approval Processes

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

~30 mins
+400 points
Project

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
Module

Flow Builder Basics

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

~40 mins
+1,600 points
Module

Data and Actions in Flows

Start building flows to automate business processes using Salesforce records.

~1 hr 40 mins
+1,700 points
Module

Flow Builder Logic

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

~1 hr 55 mins
+400 points
Project

Build a Simple Flow

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

~45 mins
+1,200 points
Module

Record-Triggered Flows

Learn the basics of record-triggered flows.

~1 hr 5 mins
~7 hrs 40 mins

Discover More

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

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