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Trailhead

Automate Your Business Processes with Salesforce Flow

Salesforce via Trailhead

Overview

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Optimize your business processes by harnessing the power of Salesforce Flow.
  • Automate processes for every app, experience, and portal with declarative tools.
  • Explore Flow Builder and learn when to use flows to automate your business processes.
  • Use Flow Builder to capture and update contact information with a flow.
  • Make sure your users can easily access the flows you built.
  • Create a flow that calculates and updates an opportunity's discount.

Syllabus

  • Flow Builder Basics
    • Get Started with Business Process Automation
    • Go with the Flow
    • Meet Flow Builder
    • Learn About Flow Variables
  • Approve Records with Approval Processes
    • Customize How Records Get Approved
    • Build an Approval Process
  • Flow Orchestration Basics
    • Meet Flow Orchestration
    • Get to Know Flow Orchestration
    • Build a Simple Orchestration
  • MuleSoft Composer Basics
    • Get to Know MuleSoft Composer
    • Explore MuleSoft Composer
  • OmniStudio Architecture
    • Meet OmniStudio
    • Explore the Digital Experience Layer
    • Use the Service Management Layer

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