Implement Low-Code Automation

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.
• Create a Screen Flow That Checks for Duplicates — Use Flow Builder to capture and update contact information with a flow.
• Flow Builder Logic — Use logic and formulas to control the paths and variables in a flow.
• Record-Triggered Flows — Learn the basics of record-triggered flows.

Assess Your Flow Builder Skills

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

Distribute Flows

• Screen Flows — Create automation that guides users and interacts with them.
• Screen Flow Distribution — Make sure your users can easily access the flows you built.
• Flow Troubleshooting — Diagnose and fix common flow issues.

Assess Your Screen Flow Skills

• Superbadge: Screen Flow Fundamentals
• Superbadge: Screen Flow Distribution

NEXT: Dive Deeper Into Salesforce Development Tools and Concepts

• Visit the "Dive Deeper Into Salesforce Development Tools and Concepts" Trail