Salesforce Automation Cheat Sheet

Last Updated: November 21, 2025

Flow Types

Flow Use case
Screen Guided UI for reps
Autolaunched Triggered by records/events
Scheduled Runs on cron-based triggers

Automation Commands

flow create
Handcraft flow definitions
Invoke Apex
Run server-side logic
Set entry criteria
Prevent loops

Email Templates

Use templated content with merge fields, keep copy concise, and preview in each org.

💡 Pro Tip: Favor autolaunched flows with invocable actions instead of outdated Process Builder versions.
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