Improving Operational Efficiency with Salesforce Automation Tools

🔴 Improving Operational Efficiency with Salesforce Automation Tools
📅 January 25 · 8 PM IST – Set Reminder ▶️

As business processes become more dynamic and data-driven, Salesforce Flow has emerged as the most powerful and strategic automation tool within the Salesforce ecosystem. With Workflow Rules and Process Builder being phased out, Flow is now the essential skill every Salesforce admin and consultant must master to deliver scalable, efficient, and future-ready automation.

This session provides a practical introduction to Flow types, best practices for migrating older automations, and hands-on guidance to help participants build reliable, testable, and production-ready flows.

Led by Tarseel Kazmi, Corporate Trainer, this webinar focuses on real-world use cases that improve operational efficiency while reducing manual effort and ensuring data accuracy across Salesforce.

🔍 What you’ll learn:

1. Understanding Salesforce Flow Types

A clear breakdown of the four major Flow types and when to use each:

Record-Triggered Flows – run automatically when records are created, updated, or deleted

Screen Flows – interactive user-guided screens for guided workflows

Schedule-Triggered Flows – background automation executed on defined schedules

Autolaunched Flows – reusable, logic-driven flows invoked by Apex, Process Builder, or other Flows

How choosing the right Flow type improves performance and maintainability.

2. Best Practices for Replacing Workflow Rules & Process Builder

Key considerations when migrating older automations into Flow.
Avoiding common anti-patterns that cause Flow failures.
Designing scalable branching logic using subflows.
Ensuring future-proof automations aligned with Salesforce’s roadmap.

3. Real-Time Demo — Build a Flow That Automates Record Updates & Emails

Step-by-step guidance on:

Creating a Record-Triggered Flow

Defining entry conditions and decision logic

Updating fields automatically

Sending email alerts based on business rules

Testing and validating Flow behavior

Participants will see how Flow simplifies complex automation that previously required multiple tools.

4. Debugging & Deployment Tips

How to use Flow Debugger to identify issues quickly.
Techniques for avoiding infinite loops and recursive triggers.
Version control and Flow activation best practices.
Testing frameworks and checklists before deploying to production.
Ensuring safe rollout in multi-admin and multi-environment orgs.

5. Real-World Use Cases

Automating approvals, case routing, data cleanup, lead qualification, onboarding workflows, and more.
How organizations boost productivity and eliminate manual processes with Flow.

6. Live Q&A and Salesforce Automation Guidance

Participants can ask questions about Flow design, migration, deployment strategy, or debugging.
Receive practical recommendations relevant to admins, developers, and business users.

🎯 Who should attend?

Salesforce Admins & Consultants
Business Analysts & Solution Designers
Operations and Support Teams
Developers transitioning into Flow-based automation
Anyone working to improve business efficiency with Salesforce automation

Speaker:
Tarseel Kazmi
Corporate Trainer | Koenig Solutions Pvt. Ltd.

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🧠 If you want to build better, faster, and more reliable Salesforce automation, this session gives you the Flow skills every professional needs in 2026.

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