🔥Recap & Recording of Mastering Salesforce Automation: Practical Guide to Flows, Sandboxes, and Best Practices with Advance Students ( Wednesday: 26/11/2025)

Meeting Summary: Automation in Salesforce (Nov 26, 2025)

Introduced automation as a way to simplify repetitive tasks and improve data clarity using Salesforce.

Covered Salesforce Flow as a tool for point-and-click automation, with key types: Screen Flow, Record-Triggered Flow, Scheduled Flow, and Auto-Launch Flow.

Demonstrated accessing Flow Builder, creating a simple Screen Flow to display "Welcome to Pathway to Salesforce" on Account records, and adding flows to Lightning Record Pages.

Explained customizing flow screens, headers, and footers for better user experience.

Discussed collecting user data through Screen Flows and incorporating input components.

Explained sandbox environments (Full, Partial, Developer) for safe testing and deploying automation to production using Change Sets.

Compared point-and-click automation with traditional coding (Apex) and clarified when each is used.

Reviewed essential Flow variables, collections, and formulas for dynamic automation.

Showed how to add user choice components in flows.

Encouraged participants to research sandbox refresh limits and to practice building/deploying flows in sandbox environments.

Provided guidance on leveraging community resources and support for flow-building challenges.

Here is the link below:https://app.fireflies.ai/view/Automation::01KB0X338R21CCH3R9FBVV5SGK

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