Learn 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.
Why It Matters
- Core for your role
- High demand
Not completed
Finish a badge with a hands-on challenge, or a superbadge, to complete it.
Learn it
Finish one badge with a hands-on challenge, or a superbadge, to complete Automation and Workflow Design.
Badges that complete it
Badge
Quick Start: Build a Screen Flow
Build a screen flow that collects a request and creates a record.
Superbadges that complete it
For when you already know it.
Superbadge
Superbadge: Flow Fundamentals
Configure flow actions, elements, and more to automate business processes.
Also teaches it
Trails and Trailhead Journeys that include them
What you’ll be able to do
Every question and challenge for this skill checks one of these.
- Create a screen flow in Flow Builder.
- Debug a flow before you activate it.
- Build an approval workflow.
- Build an approval workflow and track approvals for audit.
- Write triggers that operate on collections.
- Create a record from screen input.
Frequently asked questions
Build intelligent automation that reduces manual work, streamlines business processes, and scales operations. Covers RPA, flow-based tools, and AI-powered automation.
Complete a badge with a hands-on challenge that teaches it, like Quick Start: Build a Screen Flow or Apex Triggers. If you already know it, Superbadge: Flow Fundamentals completes it too.
Automation and Workflow Design is core for Administrators, Developers, and Architects.
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Analyze, redesign, and continuously improve business processes to drive efficiency, reduce friction, and align operations with strategy.