Salesforce Flow Foundations

About Course

Have you ever wondered how you can automate business processes using Salesforce Flow? My name is Andy Engin Utkan. I am an Architect and a Principal Consultant of Salesforce Process Automation. I have been teaching Flows for years. I’ve crafted the quickest and simplest path to mastering Flow.

By the end of this course, you’ll be proficient in all popular flow types and capable of building real-life use cases using the flow builder. Flows are powerful Low-code automation tools. Administrators can apply custom business logic to automate tasks on the Salesforce Platform using flows. You can integrate your flows with Salesforce AI solutions, such as Agentforce, to speed up and optimize your business process further.

One year access is provided through one-time purchase.

Course Content

Welcome

Introduction to the Course
Navigating this Course
Signing up for a Free Salesforce Account

Introduction to Flows

Flow Elements and Components

Record-Triggered Flows

Auto-Launched Flows

Screen Flows

Variables

Loops

Intro to Formulas and Validations

Decision Elements and Start Element Entry Conditions

Scheduled and Async Path

Flow Trigger Explorer and Trigger Order Setting

Schedule-Triggered Flows

Build a Flow Combining Multiple Concepts You Learned

Deep-Dive on Elements and Components

Flow Knowledge Assessment Exam

How Do You Build Your Own Use Case?

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About Course

What Will You Learn?

Course Content

Welcome

Introduction to the Course

Navigating this Course

Signing up for a Free Salesforce Account

Introduction to Flows

Finding Flows In Salesforce

Tour of Popular Flow Types

Automation Ligtning App

Creating, Saving and Activating a Flow

Flow Testing and Debug

Flow Elements and Components

Elements

Components

Resources

Record-Triggered Flows

When Do You Use Record-Triggered Flows?

Build a Fast Field Update Record-Triggered Flow (Before-Save)

Build an Actions and Related Records Record-Triggered Flow (After-Save)

Create a Task Record-Triggered Flow (After-Save)

Send an Email Record-Triggered Flow

Email Alerts, Classic and Lightning Templates and Text Templates

Auto-Launched Flows

When Do You Use Auto-Launched Flows?

Build An Auto-Launched Flow

Screen Flows

When Do You Use Screen Flows?

Build Your First Screen Flow

Build Screen Flows with Dynamic Forms for Flow (Fields)

Variables

What Are Variables

What Are Collection Variables?

What Are Record Variables?

What Are Collection Record Variables?

Loops

When Do You Use Loops in Flows?

Loop Use Case and Outcome

Build a Flow With a Loop

Execution Governors and Limits

Intro to Formulas and Validations

Build a Formula in a Flow

Build a Validation in a Flow

Decision Elements and Start Element Entry Conditions

When Do You Use Decision Elements in Flows

Build a Flow With Decision Elements

When Do You Use Start Element Entry Conditions in Flow?

Build a Flow With Start Element Entry Conditions

Scheduled and Async Path

When Do You Use Scheduled or Async Path in a Flow?

Set Up the Default Automation User in Process Automation Settings

Build a Flow with a Scheduled Path (incl. Async)

Time-Based Workflow Setup Screen for Monitoring Scheduled Actions

Flow Trigger Explorer and Trigger Order Setting

Flow Trigger Explorer and Trigger Order

Schedule-Triggered Flows

When Do You Use a Schedule-Triggered Flow?

Build a Schedule Triggered Flow

Build a Flow Combining Multiple Concepts You Learned

Use Case and Outcome

Build the Flow (incl. the data table component, loop, email action, and update outside the loop)

Debug the Flow

Finish the Flow With Comments, Descriptions, Fault Lines and Roll Back Records

Deep-Dive on Elements and Components

Get Element (incl. Null Check)

Assignment Element

Create Element (incl. Check Matching Records)

Update Element

Flow Knowledge Assessment Exam

Flow Quiz

How Do You Build Your Own Use Case?

Build Your Own Use Case

Student Ratings & Reviews