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Salesforce Platform Quick Tips: Automate Key Processes

Automate workflows, make people’s day. Watch these short videos to get started.

 
 
Watch Trailblazers share their one-minute tips on how to get the most from the Salesforce Platform. Each Quick Tips video will give you instructions on topics from automation and UI optimization to troubleshooting and driving efficiency. Learn more about the Quick Tips series.

Topics in this playlist:

 

How to Create Automated Follow-Up Tasks

Help your team always stay on top of their tasks with automated follow-up task notifications.
 
Terry Miller
Salesforce Architect

How to Use Flow to Pass a Record ID to an Account

Let Salesforce do the work by using flow to automatically associating Record ID with an account.
 
Jonathan Fox
Lead Salesforce Developer
 

See more Quick Tips topics

Salesforce Platform Quick Tips

Improve User Experience and Engagement

Salesforce Platform Quick Tips: Improve User Experience and Engagement
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Salesforce Platform Quick Tips

Find What You Need Fast

Salesforce Platform Quick Tips: Find What You Need Fast

Salesforce Platform Quick Tips

Solve Errors Quickly

Salesforce Platform Quick Tips: Solve Errors Quickly

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