Salesforce Workflow Automation
( 30 Modules )

Module #1
Introduction to Salesforce Workflow Automation
Overview of Workflow Automation, benefits, and importance in Salesforce

Module #2
Understanding Salesforce Workflow Architecture
Components of Workflow Automation, workflow rules, and approval processes

Module #3
Setting up workflow rules
Creating and configuring workflow rules, rule criteria, and actions

Module #4
Working with Workflow Tasks
Creating and assigning tasks, task types, and deadlines

Module #5
Approval Processes Fundamentals
Introduction to approval processes, types, and use cases

Module #6
Creating Approval Processes
Configuring approval processes, steps, and user assignments

Module #7
Understanding Escalation Rules
Configuring escalation rules, time-based and user-based escalations

Module #8
Using Visual Workflow
Introduction to Visual Workflow, building flows, and flow elements

Module #9
Building Screen Flows
Creating screen flows, input variables, and output variables

Module #10
Working with Decision Elements
Using decision elements, conditional logic, and routing

Module #11
Using Record-Triggered Flows
Creating record-triggered flows, triggers, and auto-launched flows

Module #12
Automating Tasks with Apex
Introduction to Apex programming, triggers, and classes

Module #13
Using Apex to Automate Business Logic
Writing Apex code for automation, governor limits, and best practices

Module #14
Integrating with External Systems
Using API, Webhooks, and Messaging Service to integrate with external systems

Module #15
Monitoring and Debugging Workflows
Using the Workflow Monitor, debugging tools, and troubleshooting common issues

Module #16
Best Practices and Governance
Following best practices, documenting workflows, and governance strategies

Module #17
Security and Access Control
Securing workflows, access control, and permissions

Module #18
Real-World Use Cases and Case Studies
Exploring real-world examples of workflow automation in different industries

Module #19
Advanced Workflow Techniques
Using advanced techniques such as recursive workflows and dynamic approval processes

Module #20
Certification and Next Steps
Preparing for Salesforce certification exams and further learning

Module #21
Hands-on Exercise:Building a Workflow
Guided exercise to build a workflow from scratch

Module #22
Hands-on Exercise:Creating an Approval Process
Guided exercise to create an approval process

Module #23
Hands-on Exercise:Building a Visual Workflow
Guided exercise to build a visual workflow

Module #24
Hands-on Exercise:Integrating with External Systems
Guided exercise to integrate with an external system

Module #25
Hands-on Exercise:Debugging a Workflow
Guided exercise to debug a workflow

Module #26
Hands-on Exercise:Advanced Workflow Techniques
Guided exercise to apply advanced workflow techniques

Module #27
Working with Workflow APIs
Using workflow APIs, REST API, and SOAP API

Module #28
Using Workflow Analytics
Analyzing workflow performance, metrics, and reporting

Module #29
Workflow Automation in Different Industries
Exploring industry-specific use cases and implementation strategies

Module #30
Course Wrap-Up & Conclusion
Planning next steps in Salesforce Workflow Automation career

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