Automate Your Business Processes with Salesforce No-Code Tool

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Automate business processes to save time and ensure accuracy. Salesforce provides tools for guided visual experiences, behind-the-scenes automation, and approval automation. No coding is required as these tools are all point-and-click, allowing users to focus on other tasks.

Get Started with Automation Learning Map

This learning map on Salesforce Flow products provides information, resources, and product content to help you get started with automations in your Salesforce org, whether you're new or experienced. It guides you on solving business problems, measuring success, and maintaining your solutions..

Choose Which Salesforce Flow Feature to Use

Salesforce offers powerful automation tools like Flow Builder, enabling organizations to automate repetitive processes. Additional features include approval processes, Flow Orchestration, Einstein Next Best Action, and Apex for advanced automation capabilities.

Switch to Flow Builder Learning Map

Flow Builder combines workflow rules and Process Builder in one tool, simplifying triggered process creation. Migrate existing processes to Flow Builder using the Migrate to Flow tool, starting with migration and testing in a sandbox environment before moving to production..

Flow Builder

Flow Builder enables seamless and personalized customer experiences by providing declarative process automation for Salesforce apps, experiences, and portals.

Flow Orchestration

As your company expands, the complexity of workflows also increases, involving input from multiple users in different departments and time zones. This results in longer wait times for each person to finish their tasks in the correct sequence.

Einstein Next Best Action

Use Einstein Next Best Action to present personalized recommendations based on specific criteria. Tailor offers and actions to each user and refine them with your business logic. Display the suggestions, such as repairs or discounts, in your Lightning app or Experience Builder site.

Automated Actions

Automated actions are reusable components that perform actions in the background, such as updating fields or sending emails, and can be added to processes or milestones.

Approval Processes

Approval processes go beyond workflow rules by specifying a sequence of steps needed to approve a record.

Workflow Rules

Workflow rules automate internal procedures, saving time across an organization. They are containers for instructions that can be condensed into if/then statements.

Process Builder

Automate repetitive tasks like assigning tasks, sending emails, and updating records with Flow Builder or Process Builder. These tools streamline your standard processes, providing a graphical representation as you build them.

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