Hello Trailblazers! 👋
Are you looking to work smarter and automate more in Salesforce? Over the years, I’ve picked up a few automation tricks that have made a big impact in my projects—and I’m excited to share them with you. Whether you’re a new admin or a seasoned pro, these tips can help you save time, avoid errors, and deliver more value.
Salesforce Flow is a game-changer. Unlike Process Builder or Workflow Rules, Flow can handle multi-step processes, loops, and even call Apex code. For example, I created an onboarding process that automatically assigns tasks, sends welcome emails, and updates records—all in one Flow!
Do you have daily or weekly tasks, like flagging inactive Opportunities or sending reminders? Scheduled Flows let you automate these recurring actions without any manual effort.
Nothing slows down a project like bad data. Set up validation rules to ensure users enter correct and complete information. This prevents errors and keeps your org running smoothly.
Don’t let important cases or leads fall through the cracks. Set up email alerts for high-priority items so your team can respond faster and close deals quicker.
Go beyond email—use custom notifications in Flows to send alerts directly to users inside Salesforce. This is perfect for urgent approvals or key updates that shouldn’t get lost in the inbox.
What’s your favorite Salesforce automation tip?
Share your ideas in the comments—I love learning from this awesome community!
If you found this helpful, don’t forget to follow sfdcsuccessstories.blogspot.com for more tips, real-life success stories, and practical guides.
#Salesforce #SalesforceAdmin #Automation #Trailblazer #SfdcSuccessStories
Happy automating! 🚀
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