October 2025
Intermediate to advanced
524 pages
13h 26m
English
Content preview from Salesforce Certified Platform Administrator Study Guide
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Chapter 11. Workflow/Process Automation
Throughout the preceding chapters, you’ve built a solid Salesforce foundation. You’re now ready to take the next step: learning how to automate business processes in Salesforce to save time and reduce the manual steps required for repetitive tasks.
In this chapter, we’ll explore the powerful automation capabilities that Salesforce provides. While the platform now revolves around Flow as the primary automation tool, we’ll begin with a simpler, but still essential, automation feature: approval processes.
Why start here?
Approval processes are structured and easier to configurethan Flows, making them a great introduction to the automation mindset. They provide a guided experience that helps you get comfortable with concepts like automation triggers, record locking, and email notifications before diving into the more advanced, logic-driven world of Flows.
Historically, Salesforce offered three primary tools for automation: workflow rules, Process Builder, and Flow. Salesforce has since retired workflow rules and Process Builder from active use. While you can no longer create new automations with them, you may still encounter these legacy tools in existing Salesforce implementations.
Note
You should not expect questions specifically about workflow rules or Process Builder on the Salesforce Platform Administrator certification exam. However, it’s still useful to understand what they are in case you encounter them on the job.
Currently, Salesforce ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.