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Salesforce Administration: Workflow/Process Automation

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

Scott Lee - Pluralsight course - Salesforce Administration: Workflow/Process Automation
by Scott Lee

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.

Table of contents

About the author

Scott Lee - Pluralsight course - Salesforce Administration: Workflow/Process Automation
Scott Lee

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.

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