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


Why the Future of Automation Is Human


Discover more resources for building on the Salesforce Platform.



Automate your business process with Salesforce Flow.


How to Customize a Log a Call Action


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