A practical introduction to Salesforce’s Automation Lightning App — what it is, core features, benefits, and step-by-step guidance to enable and get started with flow automation in Lightning Experience.
What is the Automation Lightning App?
The Automation Lightning App is a centralized hub inside Salesforce Lightning Experience for discovering, managing, and collaborating on Salesforce Flow automations. It gives administrators and developers a single place to organize flows, search quickly, and work with teammates on automations without leaving the platform.
Key features
- Centralized flow management — See all flows in one place for easier governance and discovery.
- Enhanced search — Find flows by keywords and metadata to save time.
- Recently viewed — Jump back to flows you worked on most recently.
- Improved sorting — Sort by name, created date, or last modified to surface priority automations.
- Collaboration tools — Share flows and provide inline feedback with your team.
- User-friendly interface — Designed for both novice admins and experienced developers.
Benefits
Using the Automation Lightning App improves operational efficiency, increases collaboration, and gives teams better control over automation lifecycle and governance. It’s designed to scale as your automation footprint grows, ensuring maintainability and discoverability of flows.
How to get started (quick steps)
Follow these steps to enable and start using the app in your org:
- Go to Setup and search for Process Automation Settings in the Quick Find box.
- Locate the Automation Lightning App option and toggle it on.
- Open the Automation Lightning App from the App Launcher to explore the dashboard and features.
- Create a simple flow using Flow Builder inside the app, test in a sandbox or with a test record, then iterate.
- Use sorting, search, and the Recently Viewed section to manage active flows; use collaboration features to gather feedback.
Best practices
- Start small: build and test simple flows before scaling complexity.
- Use meaningful naming conventions and tags on flows for easier discovery.
- Establish versioning and change-review processes using the app’s collaboration tools.
- Document important flows in a central knowledge base and link to them from the app.
Use cases
The Automation Lightning App is useful for process automation across Sales, Service, Marketing, and custom business processes—anything that benefits from Flow-based automation. It’s especially valuable where multiple admins or developers collaborate on a growing set of automations.
Conclusion
Why this matters: the Automation Lightning App reduces the friction of managing many flows, speeds up delivery, and improves governance. For Salesforce admins, developers, and business users it means faster iteration, clearer ownership, and higher confidence when deploying process automation across the org.
For more, please follow our page!