Salesforce Automation System

aid: salesforce-automation-system
name: Salesforce Automation System
description: >-
  Salesforce Automation System refers to the collection of APIs and tools within Salesforce for automating business
  processes, including Flow Builder, approval processes, Process Builder, and Workflow Rules. These capabilities enable
  organizations to automate CRM, sales, marketing, and customer service workflows programmatically via the Salesforce
  REST API.
type: Index
kind: company
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
tags:
  - Approval Process
  - Automation
  - CRM
  - Flow
  - Process Builder
  - Salesforce
  - Workflow
url: https://raw.githubusercontent.com/api-evangelist/salesforce-automation-system/refs/heads/main/apis.yml
created: '2024-01-15'
modified: '2026-05-19'
specificationVersion: '0.19'
apis:
  - aid: salesforce-automation-system:salesforce-flow-automation-api
    name: Salesforce Flow Automation API
    description: >-
      REST API for querying Salesforce Flow definitions via the Tooling API, invoking autolaunched flows as REST
      actions, and managing approval process submissions and decisions.
    humanURL: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable.htm
    baseURL: https://{instance}.salesforce.com/services/data/v59.0
    tags:
      - Approval Process
      - Automation
      - CRM
      - Flow
      - Salesforce
      - Workflow
    properties:
      - type: Documentation
        url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable.htm
      - type: OpenAPI
        url: openapi/salesforce-automation-flow-openapi.yml
      - type: JSONSchema
        url: json-schema/salesforce-flow-definition-schema.json
      - type: JSONSchema
        url: json-schema/salesforce-approval-request-schema.json
      - type: JSONLD
        url: json-ld/salesforce-automation-system-context.jsonld
      - type: SpectralRules
        url: rules/salesforce-automation-system-rules.yml
      - type: Capabilities
        url: capabilities/process-automation.yaml
      - type: Vocabulary
        url: vocabulary/salesforce-automation-system-vocabulary.yml
  - aid: salesforce-automation-system:salesforce-flow-builder
    name: Salesforce Flow Builder
    description: >-
      Visual automation tool for building screen flows, autolaunched flows, record-triggered flows, and scheduled flows
      without code.
    humanURL: https://developer.salesforce.com/docs/atlas.en-us.flow.meta/flow/flow_intro.htm
    tags:
      - Automation
      - Flow
      - No-Code
      - Salesforce
    properties:
      - type: Documentation
        url: https://developer.salesforce.com/docs/atlas.en-us.flow.meta/flow/flow_intro.htm
      - type: GettingStarted
        url: https://trailhead.salesforce.com/content/learn/trails/automate_business_processes
  - aid: salesforce-automation-system:salesforce-approval-processes
    name: Salesforce Approval Processes
    description: >-
      Multi-step approval automation for routing records through review chains with configurable criteria, approvers,
      and post-approval actions.
    humanURL: https://help.salesforce.com/s/articleView?id=sf.approvals_landing_page.htm
    tags:
      - Approval
      - Automation
      - CRM
      - Salesforce
    properties:
      - type: Documentation
        url: https://help.salesforce.com/s/articleView?id=sf.approvals_landing_page.htm
      - type: APIReference
        url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_process_approvals.htm
maintainers:
  - FN: Kin Lane
    email: kin@apievangelist.com
common:
  - type: Developer Portal
    url: https://developer.salesforce.com/
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/
  - type: Trailhead
    url: https://trailhead.salesforce.com/content/learn/trails/automate_business_processes
  - type: Authentication
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_oauth_and_connected_apps.htm
  - type: Blog
    url: https://developer.salesforce.com/blogs
  - type: StatusPage
    url: https://status.salesforce.com/
  - type: Support
    url: https://help.salesforce.com/
  - type: TermsOfService
    url: https://www.salesforce.com/company/legal/agreements/
  - type: PrivacyPolicy
    url: https://www.salesforce.com/company/privacy/
  - type: GitHubOrganization
    url: https://github.com/salesforce
  - type: Community
    url: https://trailhead.salesforce.com/trailblazer-community/topics/salesforcedeveloper