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1 · Salesforce Administrator

3. Flow automation, reports and dashboards

Automate work without code and show it to managers.

12 min read · 3 MCQs

Flow Builder

Flow is the main no-code automation tool. Record-triggered flows run when records are created or changed; screen flows guide users step by step. Workflow Rules and Process Builder are retired in favour of Flow.

  • Before-save flows are fastest for updating the same record.
  • Avoid DML or queries inside loops.
  • Use fault paths to handle errors.

Reports

Reports are built on report types. Tabular, summary, matrix and joined formats group data; dashboards show report results as charts.

Chapter quiz

3 questions · pass mark 75%

  1. 1. Which tool should new automation be built in?

  2. 2. Which flow type is best for quickly updating fields on the triggering record?

  3. 3. What does a dashboard display?