Salesforce Automation with Flow Builder: Getting Started

Flow is the unicorn of Salesforce - rarely seen but amazingly powerful and awesome to those who understand it. This course will take the mystery out of Flow and teach you how to recognize use cases, create Flows, and distribute them in your orgs.
Course info
Level
Beginner
Updated
May 3, 2019
Duration
1h 47m
Table of contents
Description
Course info
Level
Beginner
Updated
May 3, 2019
Duration
1h 47m
Description

Flow is the most powerful and most under-utilized tool in Salesforce. This amazing tool is overlooked because of the learning curve, but this course will flatten that curve out for you. In this course, Salesforce Automation with Flow Builder: Getting Started, you will learn how to utilize the incredibly powerful Flow. First, you will learn the structure of the Flow Builder. Next, you will discover use cases for Flow. Finally, you will explore how to how to create and distribute your own Flows. When you’re finished with this course, you will know how to use automation that Salesforce estimates can replace 40% of existing Apex code, and how to do it all declaratively; no coding skill required.

About the author
About the author

Jeff is a Certified Salesforce.com System Administrator, Advanced System Administrator, Sales Cloud Consultant, Service Cloud Consultant and Platform App Builder. He has been a Registered Salesforce Consulting Partner since 2011.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi everyone. My name is Jeff Susich, and welcome to my course, Salesforce Automation with Flow Builder: Getting Started. I'm a salesforce.com registered partner, consultant, and a certified instructor. I've completed about 180 Salesforce implementations, and I've trained hundreds of Salesforce system admins, developers, and users. Flow has been in Salesforce for years, but it's the least-utilized, most powerful declarative tool in Salesforce. That's because it lives in the gray area between the comfort zones of system admins and coders. It looks too much like code for many system admins and not enough like code for coders. But the Spring 19 release brought an entirely new Flow interface, and learning Flow can open up a new world for many people. There are no Salesforce live classes dedicated to Flow, and I have long wanted to do a course on Flow. In this course, we're going to demystify Flow. Our major topics will include understanding use cases for Flow when Workflow and Process Builder can't do what we need, and we don't want to use coding. We'll learn how to construct flows. We'll learn options to distribute flows in your org, and we'll talk about troubleshooting flows. By the end of this course, you will be able to recognize when you can use Flow, how to create flows, and along the way learn skills that not many Salesforce users have. I hope you'll join me on this journey to learn Flow Builder in this Salesforce Automation with Flow Builder: Getting Started course.