Automations save your team time by having a computer do the repetitive tasks. In Salesforce, there are three primary tools for creating automations: Process Builder, Workflow Rules, and Flow. Today's video focuses on the basics of using Process Builder to automate your org.
Helpful Links:
- Trailhead - Getting started with Process Builder
- Trailhead - Which automation tool to use?
- Process Builder - Salesforce Help Doc.
Feeling like you want some help?