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  1. Skills
  2. Integration, Automation, and Workflows

Learn Integration, Automation, and Workflows

Connect systems and automate the processes that run between them.

3 skills · 4 badges · 1 superbadge

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1of 3
Quick Start: Build a Screen Flow completes Automation and Workflow Design.
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Skills in Integration, Automation, and Workflows

  • Not completed

    Automation and Workflow Design

    Build intelligent automation that reduces manual work, streamlines business processes, and scales operations. Covers RPA, flow-based tools, and AI-powered automation.

    High demand

    Learn It
  • Completed

    Integration and APIs

    Design and implement integrations that connect applications, data sources, and platforms — enabling seamless information flow across the enterprise.

    High demand

  • Not completed

    Process Engineering and Optimization

    Analyze, redesign, and continuously improve business processes to drive efficiency, reduce friction, and align operations with strategy.

    Growing demand

    Learn It

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The best first step in Integration, Automation, and Workflows.

Trail

Agentforce Service for Slack

Improve customer service using Agentforce Service and Slack

Beginner · 1 hr 35 mins · 3 badges

Start This Trail
How Trailhead content is sized

Journeys are the longest and hold up to three trails. Trails hold badges and superbadges. Superbadges are hands-on and more intense than badges.

Trails and Trailhead Journeys

Trailhead JourneyServiceStart your service journey. Learn how service teams resolve cases with Slack and Service Cloud, then put agents to work alongside them.Beginner · 1 hr 35 mins · 1 trailTrailDeveloper IntermediateTake your apps to the next level with powerful integration and mobile tools.Intermediate · 14 hrs 35 mins · 6 badges

Badges

Most completed first.

BadgeApex TriggersWrite Apex triggers to perform custom database actions.Intermediate · 1 hr 30 minsBadgeQuick Start: Build a Screen FlowBuild a screen flow that collects a request and creates a record.Beginner · 25 minsBadgeApex Integration ServicesIntegrate with external apps using Apex REST and SOAP services.Intermediate · 2 hrsBadgeSlack Admin Process GovernanceAdvise your client on streamlining intake and resolution of admin requests in Slack.Intermediate · 30 mins

Superbadges

SuperbadgeSuperbadge: Flow FundamentalsConfigure flow actions, elements, and more to automate business processes.Intermediate · 1 hr

Products where you'll use it

Salesforce PlatformBuild apps, automation, and integrations on one trusted platform.AgentforceBuild AI agents that reason, act, and use your trusted data.Data 360Unify customer data into profiles you can act on everywhere.

Roles that need it

AdministratorConfigure, automate, and secure Salesforce for your whole org.DeveloperExtend the platform with Apex, LWC, and integrations.ArchitectDesign scalable, secure solutions across the platform.
Browse All Integration, Automation, and Workflows Content8 items

Frequently asked questions

Connect systems and automate the processes that run between them.

Integration, Automation, and Workflows has 3 skills: Automation and Workflow Design, Integration and APIs, and Process Engineering and Optimization.

Start with Agentforce Service for Slack, a trail that teaches Integration, Automation, and Workflows.