Live Training

Salesforce Automation Foundations

Get started with the most powerful automation tool in the Salesforce toolkit i.e Salesforce Flows. In this course, you will get acquainted with the capabilities of Salesforce Flows to enable automating your business processes in Salesforce and how to implement workflow automation that can trigger actions, notifications, field updates and creation of new records in response to changes in the data or certain events. You will learn how to extend Salesforce’s User Interface by creating your custom screens / wizard style forms to help simplify the user experience.

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Learning Outcomes

Leveraging Flows for event-driven actions / workflow

Understand Salesforce automation possibilities

Create basic automations for your business processes

Leverage different Flow elements (like Decision, Assignment and Error) and how to apply them to business scenarios

Build or Update basic Screen Components / Forms to enhance your Salesforce User Interface

Schedule actions according to business rules including Email Alerts, Mobile Notifications, Updating data / field values in Salesforce (e.g. to create an escalation alert or update the status of a record)

Trigger automations based on any changes to your Salesforce data (e.g. Send a notification to customers on receipt of payment for an invoice)

course details

Course Description Box

COURSE DETAILS

LIVE CLASS

Category

  • Essential Skills for the New Salesforce Admin

Personas

  • Non-Technical Admin (Part time Admin)
  • Technical Admin
  • Part-Time Developer - New to Salesforce

Learning Scenarios

  • New to Salesforce, Developing in-house Salesforce Muscle
  • Partner & SIs ramping your talent bench
  • Individual developers looking to grow career
Duration
3 sessions of 2 hours each
Enrollment
USD 749
Prerequisite
None

Session Details

This course is to be delivered over 3 sessions of 2 hours each:

  • Session 1: Screen Flows
  • Session 2: Autolaunched Flows
  • Session 3: Record Triggered Flows

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Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.