Salesforce Flow – Beginner to Advanced
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
- Triggering Options and Entry Conditions Explained 4m
- Demo: Create Record-triggered Flow to Track Rollup Summary Changes - Part 1 4m
- Demo: Create Record-triggered Flow to Track Rollup Summary Changes - Part 2 6m
- Demo: Create Record-triggered Flow with Text Notification - Part 1 8m
- Demo: Create Record-triggered Flow with Text Notification - Part 2 8m
- Summary 1m
- Screen Flows: Components, Validation, Conditional Visibility, User, or System Context 5m
- Demo: Screen Flow Sections, Component Visibility, Fields (Beta), Validation, recordId 7m
- Demo: Track Page Views Using a Hidden Screen - Part 1 4m
- Demo: Track Page Views Using a Hidden Screen - Part 2 8m
- Summary 1m
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