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Tom Check

Tom Check

On Posted on March 2, 2021March 2, 2021 by Tom Check to Video

The automation systems you need to know about in Salesforce.

Salesforce has 4 major ways to automate things. 3 of them you have access to as an administrator. Knowing the differences will help you pick the right one for your needs.

Helpful Links

  • Why is automation important for your org?
  • SalesforceBen's article on Flow vs. Process Builder
  • Another great article on all 4 types of automation in SF
  • Trailhead: Another kind of automation: formulas, rollups and validation

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TagsApexAutomationcrmDatabaseFlownonprofitNPOProcess BuildersalesforceSavemoretimetechnologyTrainingWorkflow Rules
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