Topic
workflow
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Automation Showdown: Process Builder vs Workflow
Ahhh, the great automation debate: Process Builder versus Workflow. Both are powerful tools, both offering countless benefits. More than likely there is at least one of each kind of automation…
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Using Zapier to Automate Time Logging in Salesforce
One of the least exciting parts of my job as a consultant is logging my time. Working for a small consulting firm, we have the flexibility to choose the tools…
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Creating Your First Approval Process
PREFACE: This post is part of the Zero to Hero series. Automation is where Salesforce shines. The ability for fields to update, automatically send an email, and tasks assigned based…
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Using Automation to Manage the Lead Lifecycle
A guest post by Kristi Campbell. One of the best things for me about being a Salesforce Administrator is that I get to geek out about things like process optimization…
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Creating Your First Workflow Rule
Heads up (updated November 2026): Salesforce ended support for Workflow Rules on December 31, 2025, and you can no longer create new ones. The concepts here still help you understand…
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Automation Celebration: Creating My First Visual Workflow
Hundreds. This is the number of times you have probably heard about all of the amazing things that the Cloud Flow Designer (formerly Visual Workflow) can do. But for the…
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