Platform Academy Session #20 - July 7th, 2022 - Getting Started with Process Automation Designer

Published on by Lisa Holenstein | Updated on

This session helps you learn when, how, and why to use Process Automation Designer for your cross-enterprise workflow automation. We're joined by guest host Jason Lefever, Product Owner for PAD and Playbooks.

Platform Academy

Join us for our series of live sessions focused on platform topics like Automated Test Framework (ATF), Instance Scan, Upgrade Center, Source Control and CICD, as well as everything Workflow Automation.

This academy happens every other week Thursday (9am PST, 6pm CET). We'll have product experts on hand to demonstrate concepts, best/good practices, provide guidance, and answer your questions in a live setting.

Click here for past and future Platform Academy sessions.

Resources

Upcoming Academy session:
Academy Session #21: Getting Started with Playbook Experience (August 4, 2022)

Docs
Process Automation Designer Docs
Playbook Experience Docs
Tables available for Triggers

Now Learning
Now Create Whitepaper
Introduction to PAD & Playbooks
PAD & Playbooks Fundamentals

CreatorCon on-demand courses
CCL1061-K22: Two sides of a process part one: Process Automation Designer
CCL1062-K22: Two sides of a process part two: Playbook Experience

CCL1069-K22: Best Practices for building with Flow Designer and IntegrationHub
CCL1071-K22: Flow Designer - Leverage low-code digital process automation
CCL1074-K22: Using Decision Builder to Streamline Automation

Notes

For everyone following along with the demo, if you encounter the same issue with opening the Activity UI in UIB on your instance, clearing site data in your browser for the instance will fix this.