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Implement Low-Code Automation
Trail

Implement Low-Code Automation

Learn how to speed up processes through automation on Salesforce.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Process Improvement and Optimization
  • Automation
  • Business Operations
  • Cybersecurity
  • Quality Assurance and Control
  • Show More
  • Process Improvement and Optimization
  • Automation
  • Business Operations
  • Cybersecurity
  • Quality Assurance and Control
  • Identity and Access Management
  • App Development and Engineering Practices
  • Critical Thinking and Problem Solving
  • Software Quality Assurance
  • User Interface and User Experience Design
  • Show Less

Products

  • Flow Builder
  • Salesforce Platform
  • Experience Cloud
This Trail may include content that is only available in English. Learn More
+33,700 points
Intermediate
Administrator
24 hrs

Automate Approval

Automate approval processes on Salesforce and solve complex automation challenges.

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
Module

Unlock superbadge content by demonstrating your awareness of credential program security.

+100 Points
~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

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
Project

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

+400 Points
~45 mins
Module

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

+1,700 Points
~1 hr 55 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

Distribute Flows

Distribute automation using Screen Flows.

Module

Create automation that guides users and interacts with them.

+2,100 Points
~2 hrs 5 mins
Module

Make sure your users can easily access the flows you built.

+1,700 Points
~2 hrs 10 mins
Module

Learn how to test and distribute a flow to users.

+100 Points
~15 mins
Module

Diagnose and fix common flow issues.

+1,500 Points
~45 mins

Assess Your Screen Flow Skills

Solve complex challenges with Screen Flows.

Superbadge

Work with screen flows and elements to streamline data management.

~1 hr •
Mark as Complete
Superbadge

Optimize and distribute screen flows across user interfaces according to requirements.

~1 hr •
Mark as Complete
Superbadge

Complete the capstone assessment to earn the Screen Flow Specialist Superbadge.

~1 hr •
Mark as Complete

NEXT: Dive Deeper Into Salesforce Development Tools and Concepts

Continue your learning journey by exploring more Salesforce development tools and concepts!

Link

Get hands-on with the Salesforce Developer Experience.

Mark as Complete

About this Trail

Discover how you can make the most of low-code solutions. In this trail, you’ll learn how to automate approval, use Flow Builder, solve automation challenges, and distribute automation using screen flows. You’ll gain skills in identity and access management, process improvement, quality assurance, user interface and user experience design. Dive deeper into Salesforce Development by exploring Apex and other developer tools after you’ve completed this trail.

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Implement Low-Code Automation
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