4 docs tagged with "automation"

Salesforce approval workflows — multi-step approvals, routing, actions, and integration patterns.

How bypass flags left in a true state cause downstream automations to silently skip, and best practices for managing the full set-true/set-false lifecycle.

How to use a DateTime touch field to chain two Record-Triggered Flows together, enabling parent-child automation coordination without direct invocation.

Salesforce Flow automation — screen flows, record-triggered flows, scheduled flows, and advanced patterns.