7

Automation Tools

In the previous chapter, we delved into the intricacies of user management. I hope that this will help you manage your users. This chapter is where the fun starts, as it will introduce you to automation. Sounds interesting? I think so.

In this chapter, we will cover topics that are essential in the daily life of your organization, namely the following:

  • Approval processes
  • Flow Builder
  • Apex triggers
  • AI in Salesforce

Approval processes

We’ll start this section with a question: do you remember as a kid asking your parents for permission to have sweets or to spend time playing Warcraft or Starcraft with friends? I think all of us asked our parents for something at some point. But what if such a request was automated? Imagine ...

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