Expanded Library

Salesforce Flow – Beginner to Advanced

by Jeff Susich

This course will teach you the Salesforce execution order, Flow structure and limits, elements, components, resources, connectors, using variables, and creating, distributing, and troubleshooting all Flow types.

What you'll learn

Salesforce is retiring Workflow and Process Builder in 2022, and existing automations need to be converted to Flows. In this course, Salesforce Flow – Beginner to Advanced, you’ll learn to use Flow to automate business processes. First, you’ll explore the structure of Flow – elements (interaction, logic, and data), resources, connectors, and Flow capabilities and limits. Next, you’ll discover how to create Flows of all types. Finally, you’ll learn how to distribute and troubleshoot Flows. When you’re finished with this course, you’ll have the skills and knowledge of Flow needed to use Flow to automate business processes and use Flow instead of Workflow and Process Builder.

Table of contents

Course Overview
2mins
Salesforce Execution Order
6mins
Create an Unmanaged Package
4mins
Additional Flow Resources and Tips
5mins

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. He started using Salesforce as a user and self-taught system administrator. He took on a role as Senior VP of Sales and Marketing and found to his dismay that the company sales and support processes were being managed by paper files. Thus began his Salesforce.com bapti... more

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