Other IT & Software Salesforce

Introduction - Salesforce Flow and Process Builder

This course is intended for those who want to use Flow to automate their business requirements by click, not code.
Rating: 4.3 out of 5 (204 ratings)
5,686 students
Created by Hirday Lamba
English
Flow is powerful and under-utilized tool in Salesforce. In this course, you will learn how to utilize the Flow and Process Builder. First, you will learn the structure of the Flow Builder then you will discover use cases for Flow and finally, you will learn how to create and distribute your Flows.

Requirements

  • Salesforce org and no coding skill required

Description

This course will help you understand  Flow concepts. Flows can call Apex classes, interact with the Salesforce objects and guide users through screen wizard for creating and updating data. This tool is primarily used to generate wizard-style screens that can take a user through a series of steps, updating records along the way.

Who this course is for:

  • This course is intended for anyone who has a desire to leverage Flow and Process Builder features. The lesson plan covers basic concepts.

Course content

1 section • 13 lectures • 1h 39m total length

  • Introduction
    02:09
  • Flow - Create Records - Part 1
    09:07
  • Flow - Create Records - Part 2
    06:25
  • Flow - Create Records - Part 3
    05:46
  • Flow - Update Records - Part 1
    10:01
  • Flow - Update Records - Part 2
    10:02
  • Flow - Assignment and Process Builder - Part 1
    07:57
  • Flow - Assignment and Process Builder - Part 2
    04:55
  • Flow - Loops and Process Builder - Part 1
    08:56
  • Flow - Loops and Process Builder - Part 2
    10:11
  • Flow - Custom Notification and Process Builder - Part 1
    10:05
  • Flow - Custom Notification and Process Builder - Part 2
    09:07
  • Flow - Best Practices
    04:56

Instructor

Hirday Lamba
Salesforce Certified Architect
Hirday Lamba
  • 4.4 Instructor Rating
  • 5,521 Reviews
  • 46,548 Students
  • 10 Courses

Hirday works as a consultant to help clients implement, support and manage Salesforce solutions.

Furthermore, he knows that the first step toward achieving success with Salesforce is to clearly understand how to leverage the powerful features that are offered in the platform. His end goal is to educate students to become Salesforce experts through tutorials, tips based on experience, and recommendations that follow best practices.