When I started my professional career, one of my first assignments was to map out all the existing processes in a financial operations environment. It was a task well-suited to my skill set, as I have a keen eye for process and a passion for driving efficiency. Many years later, I decided to rebuild my career in Salesforce and was pleased to learn of all the amazing automation tools Salesforce offered. When I set out to learn how to build flows, I immediately fell in love with Flow Builder and its awesome capabilities. For this reason, I now spend most of my time helping others refine their processes by building flows.
Process automation is an important tool for Salesforce Admins to acquire and develop. Here are the steps you need to take and the tools you need to learn more about to hone this essential skill.
What is process automation?
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