Expanded Library

Salesforce Administration: Workflow/Process Automation

by Scott Lee

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

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.

About the author

Scott is the CEO of Elega Corporation, a videogame developer and educational content creator, and a Salesforce architect in the energy industry. He has produced business applications as a professional programmer for a decade across industries including litigation support, renewable energy, and natural gas using programming languages such as Python, Rust, C#, and database technologies. Under Elega Corporation, Scott is the lead designer and programmer on their city management game, Kalling Kingdo... more

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