Salesforce Flow image

This course is aimed at Salesforce Admins or App Builders with little or no exposure to Salesforce Flow. You will create your own Developer Org at the start of the course so you will have complete control over your Salesforce environment and you can’t break anything.

Who is this course for?

This course is aimed at Salesforce Admins or App Builders with little or no exposure to Salesforce Flow.
You will create your own Developer Org at the start of the course so you will have complete control over your Salesforce environment and you can’t break anything. (We don’t want you learning flow in your day-to-day Production environment.)

Are there any Prerequisites?

You need to have basic Salesforce admin skills to commence this course. Completion of the Salesforce Administrator certification is highly recommended.

What does the course cover?

You will learn the basics of Salesforce Flow, creating 25 flows, covering all the types of flows available, the core Interaction, Logic and Data elements and the many components you can include in a flow. We also provide guidance on best practices for flow building, references to extend your flows, and the “Flownatics” that you need to follow on Social Media to continue your flow journey.

With these building blocks, you will be well-equipped to tackle your own business automation problems with Flow.

Note: There is currently no specific Salesforce Certification for flow but it is starting to appear in the Admin and App Builder exams.

Note: All prices are in US Dollars

Course Content

Let's Get Started
01. About Flow
3 Topics
1 Quiz
01.1 What Can I Do With Flow?
01.2 A Very Brief History of Flow
01.3 Intro to Flow Builder (video)
Flow Lesson 1 Quiz
Flow Basics
02. Getting Started
4 Topics
1 Quiz
02.1 Exercise: Get a New Developer Org
02.2 Exercise: Create Your First Flow
02.3 Exercise: Add Your Flow to a Page
02.4 Get Flowing with Trailhead
Flow Lesson 2 Quiz
03. Flow Types
6 Topics
1 Quiz
03.1 Screen Flow
03.2 Record-Triggered Flow
03.3 Schedule-Triggered Flow
03.4 Platform Event-Triggered Flow
03.5 Autolaunched Flow (No Trigger)
03.6 Record-Triggered Orchestration
Flow Lesson 3 Quiz
04. Flow Elements
3 Topics
1 Quiz
04.1 Interaction Elements
04.2 Logic Elements
04.3 Data Elements
Flow Lesson 4 Quiz
Interaction Elements
05. Flow Resources
10 Topics
1 Quiz
05.1 Resource Types
05.2 Data Types
05.3 Input/Output Variables
05.4 Global Constants
05.5 Flow Variables
05.6 Global Variables
05.7 Exercise: Adding Variables and Constants
05.8 Exercise: Adding Formulas
05.9 Exercise: Adding Choices
05.10 Exercise: Adding Text Templates
Flow Lesson 5 Quiz
06. Screen Element
7 Topics
1 Quiz
06.1 Input Components
06.2 Exercise: Screen Flow with Input Components
06.3 Display Components
06.4 Exercise: Screen Flow with Display Components
06.5 Custom Components
06.6 Exercise: Screen Flow with Custom Components
06.7 Screen Flow Distribution (Trailhead)
Flow Lesson 6 Quiz
07. Action Element
2 Topics
1 Quiz
07.1 Action Element
07.2 Exercise: Build a Flow with the Action Element
Flow Lesson 7 Quiz
Logic Elements
08. Subflow Element
2 Topics
1 Quiz
8.1 About Subflows
8.2 Exercise: Build a Flow with a Subflow
Flow Lesson 8 Quiz
09. Assignment Element
2 Topics
1 Quiz
09.1 Assignment Element
09.2 Exercise: Build a Flow with an Assignment Element
Flow Lesson 9 Quiz
10. Decision Element
2 Topics
1 Quiz
10.1 About Decision Elements
10.2 Exercise: Build a Flow with a Decision Element
Flow Lesson 10 Quiz
11. Wait Element
2 Topics
1 Quiz
11.1 About the Wait Element
11.2 Exercise: Build a Flow with a Wait Element
Flow Lesson 11 Quiz
12. Loop Element
2 Topics
1 Quiz
12.1 About the Loop Element
12.2 Exercise: Build a Flow with a Loop Element
Flow Lesson 12 Quiz
13. Collection Sort Element
2 Topics
1 Quiz
13.1 About the Collection Sort Element
13.2 Exercise: Build a Flow with a Collection Sort Element
Flow Lesson 13 Quiz
14. Collection Filter Element
2 Topics
1 Quiz
14.1 About the Collection Filter Element
14.2 Exercise: Build a Flow with a Collection Filter Element
Flow Lesson 14 Quiz
Data Elements
15. Get Records Element
2 Topics
1 Quiz
15.1 Get Records
15.2 Exercise: Build a Flow with the Get Records Element
Flow Lesson 15 Quiz
16. Update Records Element
2 Topics
1 Quiz
16.1 About the Update Records Element
16.2 Exercise: Create a Flow with an Update Records Element
Flow Lesson 16 Quiz
17. Create Records Element
2 Topics
1 Quiz
17.1 About the Create Records Element
17.2 Exercise: Create a Flow with a Create Records Element
Flow Lesson 17 Quiz
Validation, Debugging and Errors
18. Delete Records Element
2 Topics
1 Quiz
18.1 About the Delete Records Element
18.2 Exercise: Create a Flow with a Delete Records Element
Flow Lesson 18 Quiz
19. IN and NOT IN Operators
2 Topics
1 Quiz
19.1 About the IN and NOT IN Operators
19.2 Exercise: Using the IN or NOT IN Operators
Flow Lesson 19 Quiz
20. Validating Input
3 Topics
1 Quiz
20.1 About Validation in Flow
20.2 Regex Tutorial – need help understanding Regex?
20.3 Exercise: Build a Flow with Validation
Flow Lesson 20 Quiz
Advanced Topics
21. Debugging Flows
5 Topics
1 Quiz
21.1 About Debugging Flows
21.2 Flow Testing: Step-by-Step (Trailhead)
21.3 Troubleshoot Flows
21.4 Monitor Flows and Processes (Salesforce)
21.5 Exercise: Debug your Flow
Flow Lesson 21 Quiz
22. Error Handling
4 Topics
1 Quiz
22.1 Handling Errors in your Flows
22.2 Exercise: Adding a Fault Path
22.3 About Roll Back Records
22.4 Exercise: Rolling Back Records
Flow Lesson 22 Quiz
23. Flow Best Practice
1 Topic
23.1 Flow Best Practices
24. Projects to Build
5 Topics
24.1 Exercise: Set your Chatter Out of Office Message
24.2 Exercise: Disable a User
24.3 Exercise: Bulk Delete Leads
24.4 Exercise: Flow Magic Picklists
24.5 Exercise: Mass Transfer Opportunities
Reference
Appendix 1: Extend Flow
3 Topics
A1.1 Screen Components
A1.2 Flow Actions
A1.3 Flow Templates
Appendix 2: Flow References
2 Topics
A2.1 Some Serious Reading about Flow
A2.2 Flow Gurus to Follow
Appendix 3: Additional Trailhead Resources
2 Topics
A3.1 Trailhead Badges
A3.2 Trailhead Superbadges
Feedback
Course Feedback
Certificate of completion
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