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Automate Your Business Processes
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            Get Started with Automation Learning Map

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            3. Automate Your Business Processes

            Get Started with Automation Learning Map

            Whether you’re new to automation or a seasoned expert, when you’re building an automation project, you have a business problem to solve. And after you solve it, you must measure success and maintain the solution. If you’re looking to create automations in your Salesforce org, this learning map focused on Salesforce Flow products helps you get started with information, resources, and product and feature content.

            Salesforce banner showing Flow Builder

            Each section focuses on a category of work, with related tasks listed for reference. Within each section, there are links to content that help you complete the tasks required to build out your automation solution. The goal is to aggregate information in one place so that you can get back to it quickly when you need guidance.

            Start icon

            Assess and Plan

            • Identify key business problems with an opportunity for automation.
            • Assess business requirements for automation.
            • Evaluate automation feasibility and value.
            • Define functional requirements related to business goals.
            • Define a high-level execution plan.

            Playbook: 3 Ways to Innovate Fast with Enterprise-Scale Automation

            Get Started Automating a Business Task with a Flow

            Trailhead: Flow Builder Concepts

            Trailhead: Build Flows with Flow Builder

            Trailhead: Build a Simple Flow

            Trailhead: Flow Optimization Superbadge Unit

            Flow Limits and Considerations

            Salesforce Admins Blog: Process Automation—A collection of videos and articles centered around process automation with Salesforce Flow products.

            Salesforce Admins Blog: Refine Your Process Automation Skills as a Salesforce Admin

            Trailhead: Flow Orchestration Basics

            What's the Difference Between a Flow and an Orchestration?

            Automate Complex Processes with Orchestrations

            Flow Orchestration Entitlements

            Automate Your Approvals with Flow Approval Processes

            Design icon

            Design

            • Design the automation solution.
            • Secure the automation.
            • Create high-level documentation for the automation.
            • Share the details with your stakeholders.
            • Ensure that infrastructure and platform resources are set up and allocated.

            Flow Best Practices

            Flow Types

            Security Considerations for Flows

            Limit User Access to Execute Flows

            Salesforce Developers: Salesforce Data Model Notation

            Salesforce Admins Blog: The Ultimate Guide to Flow Best Practices and Standards

            Salesforce Admins YouTube Channel: Automate This! Series—A series of videos focused on automation solutions.

            Build icon

            Build

            • Build the steps for the automation workflow.
            • Establish connectivity to data and systems.
            • Validate automation functionality.
            • Set up monitoring for automation.

            Trailblazer Community: Salesforce Flow Automation—Open discussion group for Salesforce Flow users.

            Trailhead: Quick Start: Einstein Copilot

            Trailhead: Use External Services with a Flow

            Trailhead: Quick Start: Create HTTP Callouts with Flow Builder

            HTTP Callout

            Trailhead: MuleSoft Composer Flow

            Trailhead: Build a Discount Approval Process

            Trailhead: Build a Discount Calculator

            Trailhead: Build an Email Flow for Program Management Module (PMM)

            Build a Flow

            Flow Reference

            Trailhead: Learn to Use Loops in Flow Builder

            Build an Orchestration

            Test icon

            Test

            • Conduct end-to-end testing.
            • Debug issues.

            Trailhead: Distribute and Implement Flows

            Trailhead: Flow Debugging Superbadge Unit

            Trailhead: Flow Error Handling Superbadge Unit

            Testing Your Flow

            Troubleshoot Flow Errors

            Video: Troubleshooting Flow Errors Using the Debug Button

            Debug a Flow in Flow Builder

            Troubleshoot Orchestrations

            Deploy icon

            Deploy

            • Obtain pre-deployment approvals.
            • Activate and deploy your automation.
            • Make an automation available for use and reuse.

            Trailhead: Screen Flow Distribution Superbadge Unit

            Trailhead: Flow Data Collections Optimization Superbadge Unit

            Distribute a Flow

            Flow Distribution Concepts

            Activate or Deactivate a Flow Version

            Deploy an Orchestration

            Activate an Approval Process

            Prepare Your Org for Approvals

            Report icon

            Manage and Maintain

            • Monitor the automation.
            • View analytics data.
            • Identify and troubleshoot issues.
            • Manage users and permissions.
            • Develop a change management strategy.
            • Implement continuous improvements.

            Trailhead: Flow Administration Superbadge Unit

            Flow Interviews

            Monitor Flows and Processes

            Trailhead: Orchestrate Complex Processes with Flow Orchestration

            Manage Approval Submissions and Approval Work Items

             
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