Featured resource
2026 Tech Forecast
2026 Tech Forecast

Stay ahead of what’s next in tech with predictions from 1,500+ business leaders, insiders, and Pluralsight Authors.

Get these insights
  • Course

Salesforce Administration: Workflow/Process Automation

This course will teach you how to configure point-and-click automation on the Salesforce platform.

Intermediate
1h 29m
(4)

Created by Scott Lee

Last Updated Dec 08, 2022

Course Thumbnail
  • Course

Salesforce Administration: Workflow/Process Automation

This course will teach you how to configure point-and-click automation on the Salesforce platform.

Intermediate
1h 29m
(4)

Created by Scott Lee

Last Updated Dec 08, 2022

Get started today

Access this course and other top-rated tech content with one of our business plans.

Try this course for free

Access this course and other top-rated tech content with one of our individual plans.

This course is included in the libraries shown below:

  • Core Tech
What you'll learn

Are you interested in automatically updating fields, sending notifications, and automating customer processes? In this course, Salesforce Administration: Workflow/Process Automation, you’ll learn to build point-and-click automation on the Salesforce platform. First, you’ll explore the Flow tool’s capabilities and how to configure actions on records, like field updates or record inserts. Next, you’ll discover troubleshooting and debugging techniques to use when running into errors. Finally, you’ll learn how to work with approval processes. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce process automation needed to begin building value-adding automation for any business or organization.

Salesforce Administration: Workflow/Process Automation
Intermediate
1h 29m
(4)
Table of contents

About the author
Scott Lee - Pluralsight course - Salesforce Administration: Workflow/Process Automation
Scott Lee
22 courses 4.4 author rating 263 ratings

Scott is the director of Elega Corporation, which produces business applications and develops games. His development career was launched in the litigation support industry and has expanded to solar energy using Salesforce and its Apex programming language, Python, C#, and numerous kinds of integrated databases.

Get started with Pluralsight