Introduction - Salesforce Flow and Process Builder

Name: Introduction - Salesforce Flow and Process Builder
Rating: 4.5 (285 reviews)

This course is intended for those who want to use Flow to automate their business requirements by click, not code.

Created byHirday Lamba

Last updated 8/2019

English

What you'll learn

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.

Course content

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

Introduction2:09
Explore how Salesforce Flow and Process Builder enable point-and-click automation, allowing you to create or update records, assign variables, loop through data, and send custom notifications with best practices.
Flow - Create Records - Part 19:07
In this video, you are going to learn on creating flow variable, screen elements to capture data.
Flow - Create Records - Part 26:25
In this video, you will learn how to Get records and Create records
Flow - Create Records - Part 35:46
In this video, you will learn how to debug and launch flow from custom button
Flow - Update Records - Part 110:01
In this video, you are going to learn on creating flow variable, screen elements to capture data and decision element
Flow - Update Records - Part 210:02
In this video, you are going to learn on updating records
Flow - Assignment and Process Builder - Part 17:57
In this video, you will learn how to assign group of record to collection variable and assignment element
Flow - Assignment and Process Builder - Part 24:55
In this video, you will learn how to call autolaunch Flow from Process Builder
Flow - Loops and Process Builder - Part 18:56
In this video, you will learn how to create loop and assign field values to record variable.
Flow - Loops and Process Builder - Part 210:11
In this video, you will learn how to create records dynamically via process builder
Flow - Custom Notification and Process Builder - Part 110:05
In this video, you will learn on how to create custom notification in flow
Flow - Custom Notification and Process Builder - Part 29:07
In this video, you will learn how to call custom notification from process builder
Flow - Best Practices4:56
In this video, you will learn best practices on creating Flow

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.