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Salesforce Flow - Build Lightning Flows from Scratch
Rating: 4.7 out of 5(11 ratings)
56 students

Salesforce Flow - Build Lightning Flows from Scratch

Covers Screen Flow, Record Triggered Flows and Schedule Flows
Created bySalesforce Mix
Last updated 6/2024
English

What you'll learn

  • Design and implement Screen Flows in Salesforce to enhance user experience and streamline processes.
  • Configure Record Triggered Flows (both before and after save) to enforce business rules and automate data processing.
  • Utilize Scheduled Flows to automate repetitive tasks and time-based actions, ensuring timely execution of critical operations.
  • Analyze complex business requirements and apply appropriate flow automation solutions to meet organizational needs.

Course content

6 sections • 62 lectures • 7h 45m total length

  • Introduction2:36
  • Screen Flow Element7:16
  • Screen Flow : Add Name, Date, DateTime and Address5:57
  • Screen Flow: Section and Number Component3:06

    Shows how to use the screen section component to group fields in two columns with a header, including address, date of birth, and a number age field featuring validation.

  • Screen Flow: Display Text Component and Text Variable3:38
  • Screen Flow: Using Picklist and Choice Resource7:19
  • Screen Flow: Using Checkbox and Checkbox Group8:11
  • Screen Flow: Using Radio buttons and Multi Picklist5:33
  • Screen Flow: Using Sliders3:39
  • Custom Object setup for Application Form Data5:59
  • Screen Flow: Setting up Metadata, Lightning Apps and FLS4:59
  • Screen flow: Use Create Element for Application Form13:36
  • Screen Flow- Saving Application Form3:50
  • Screen Flow - Learn to Debug and Fix Issues12:49
  • Screen Flow - Using Fields in Screen Components7:38

    Learn to build screen flows in Salesforce by using fields in screen components, including a student or teacher enrollment path chosen by a radio button and routing to corresponding forms.

  • Screen Flow: Setup Screen Element for Teachers5:08
  • Screen Flow: Using Fields in Screen Components and Save it11:19
  • Screen Flow: Fixing Data Sets where no Field available in Screen element8:12
  • Screen Flow: Add application Id in the final Screen3:13
  • Screen Flow: Create a new Version or a New Flow2:09
  • Screen Flow: Validations and Reactive Feature8:23
  • Screen Flow: Data Tables in Screen Element5:54
  • Screen Flow: Reactive Data Tables4:48
  • Screen Flow: Using Loops, Debugging, Saving to Database8:28
  • Screen Flow: Using Record Choice Set6:36
  • Screen Flow: Using Collection Choice Set8:04
  • Screen Flow: Using Picklist Choice Set2:58
  • Screen Flow: Hiding Previous Button1:58
  • Screen Flow: Launch Screen flow as Lightning App Page5:05
  • Making a smooth move to Record Triggered Flows1:21

Requirements

  • No strict prerequisites are required for enrolment; however, a basic understanding of Salesforce admin fundamentals would be advantageous.

Description

Unlock the full potential of Salesforce automation with our comprehensive course on Screen Flows, Record Triggered Flows, and Scheduled Flows. Designed for Salesforce administrators, developers, and consultants, this advanced course delves deep into the intricacies of these powerful automation tools, empowering you to streamline business processes, enhance user experience, and drive productivity.

Screen Flows: Learn to create dynamic, user-friendly interfaces that guide users through complex processes with ease. From gathering input to displaying relevant data, you'll discover how to design intuitive screens that maximize efficiency and minimize errors.

Record Triggered Flows (Before and After Save): Explore the versatility of record-triggered automation, both before and after records are saved. Harness the power of automation to enforce business rules, update related records, and execute complex logic seamlessly, all while maintaining data integrity and consistency.

Scheduled Flows: Take control of your automation schedule with Scheduled Flows. Automate repetitive tasks, batch processes, and time-based actions to ensure timely execution of critical business operations, even when users are offline.

Through hands-on exercises, real-world scenarios, and expert guidance, you'll gain the skills and confidence to tackle any automation challenge head-on. Whether you're optimizing existing processes or building new solutions from scratch, this course equips you with the knowledge and tools needed to drive success in your Salesforce implementations.

Join us and elevate your Salesforce automation skills to new heights. Enroll now and start transforming your organization today!

Who this course is for:

  • Any one who is eager to learn the beauty of Salesforce Automation flows

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