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