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Trailhead

Automate Business Processes as an Admin

Salesforce via Trailhead

Overview

Syllabus

Automate Approval

  • Approve Records with Approval Processes — Ensure that critical records are reviewed by the right people at the right time.
  • Build a Discount Approval Process — Make it easy for your sales reps to get the approvals they need for discount offers.
  • Superbadge: Approval Process Management
  • Superbadge: Approval Process Troubleshooting

Automate with Flow Builder

  • Flow Builder Basics — Explore Flow Builder and learn when to use flows to automate your business processes.
  • Data and Actions in Flows — Start building flows to automate business processes using Salesforce records.
  • Flow Builder Logic — Use logic and formulas to control the paths and variables in a flow.
  • Create a Screen Flow That Checks for Duplicates — Use Flow Builder to capture and update contact information with a flow.
  • Screen Flows — Create automation that guides users and interacts with them.
  • Record-Triggered Flows — Learn the basics of record-triggered flows.

Assess Your Flow Builder Skills

  • Superbadge: Flow Fundamentals
  • Superbadge: Flow Administration
  • Superbadge: Flow Optimization

Solve Complex Challenges as a Salesforce Administrator

  • Complete the “Solve Complex Challenges as a Salesforce Admin” Trail

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