Who this is for
Designed for people doing the work.
Salesforce admins, operations teams, and business process owners who need a shared foundation they can apply immediately in their org.
Admin TrackIntermediatePrivate team format
Flow Automation
Build capability your team can use in the work.
Replace repetitive handoffs with maintainable Flow automation that shortens cycle time while keeping exception handling visible to the team.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Automation discovery and boundaries
Translate automation discovery and boundaries into a practical operating change for your team’s flow automation work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply automation discovery and boundaries to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 02
Record-triggered Flow patterns
Translate record-triggered flow patterns into a practical operating change for your team’s flow automation work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply record-triggered flow patterns to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 03
Screen Flows and guided work
Translate screen flows and guided work into a practical operating change for your team’s flow automation work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply screen flows and guided work to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 04
Fault paths, testing, and limits
Translate fault paths, testing, and limits into a practical operating change for your team’s flow automation work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply fault paths, testing, and limits to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 05
Release, monitoring, and adoption
Translate release, monitoring, and adoption into a practical operating change for your team’s flow automation work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply release, monitoring, and adoption to a live team scenario, identify the efficiency gain, and document the next adoption step.
Before you join
Prerequisites
No formal certification is required. Participants should have Salesforce access and bring one real process their team wants to improve.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for Flow Automation, or tell us how you want to adapt the workshop to your goals.