AI + Automation: Work Smarter Inside Salesforce
Unlock Salesforce’s full potential using tools like ChatGPT, Copilot, and declarative automation. This hub gives you real-world guides to reduce admin time, boost efficiency, and modernize your CRM.
Section 1
Start Here – AI in Salesforce
Intro to AI-Powered Admin Work
You don’t need to be a developer to start using AI with Salesforce. These guides show how to enhance your workflows with tools like ChatGPT, Salesforce Copilot, and GitHub Copilot — no Apex required.
🔹 ChatGPT vs Copilot for Salesforce Development
→ Compare capabilities and use cases
🔹 How to Use ChatGPT to Write Salesforce Apex Code
→ From prompts to working function
🔹 Prompt Engineering for Salesforce Flows
→ Use AI to generate flow logic, descriptions, and error paths
Section 2
Automation Strategy & Smart Flows
Clean Up and Automate Smarter
AI is just one piece of the puzzle. These resources focus on building smarter, low-maintenance automations using Flow Builder, subflows, dynamic forms, and audit strategies.
🔹 Reducing Technical Debt in Salesforce
→ Spot and clean up overbuilt or unused flows
🔹 Salesforce Automation Audit Guide
→ Keep things running fast and reliably
🔹 Subflows, Fault Paths & Scheduled Flows
→ Build automations that are modular and maintainable
Section 3
Upgrading from Legacy Tools
Modernizing Old Automation
Still using Process Builder or old Workflow Rules? These guides walk you through migrating legacy automation to Flow — the right way.
🔹 From Process Builder to Flow
→ A step-by-step migration plan
🔹 Guide to Record-Triggered Flows
→ Cleaner, faster, and easier to troubleshoot
🔹 Autolaunched Subflows for Efficiency
→ Reusable logic = fewer headaches
Section 4
Bonus Tools & Extensions
Tools That Make You a Smarter Admin
Combine your AI workflows with these tools to streamline development, QA, and collaboration.
🔹 Top Chrome Extensions for Salesforce Admins
→ Must-haves for testing, logging, and UI
🔹 Notion, Copilot, ChatGPT
→ Build SOPs and doc your automations as you go (consider creating a Notion template as lead magnet)
🔹 The Best Free Tools for Salesforce Developers
→ From regex testers to schema viewers
Want a Custom AI or Automation Plan?
Book a Free Strategy Session
Need help integrating AI into your Salesforce workflows or cleaning up legacy automations? Book a quick call and let’s build a roadmap together.
