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Salesforce Flow - Build Lightning Flows from Scratch
Rating: 4.6 out of 5(13 ratings)
57 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
English [Auto],

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 sections62 lectures7h 45m total length
  • Introduction2:36

    Explore Salesforce Lightning Flows by building screen flows, record triggered flows, and scheduled flows in a hands-on developer org using Flow Builder and process automation.

  • Screen Flow Element7:16

    Learn to build a Salesforce screen flow, choose free form or auto layout, configure header, body, and footer, and use helptext, flow label, and next, previous, finish, and pause buttons.

  • Screen Flow : Add Name, Date, DateTime and Address5:57

    Build a dynamic screen form in Salesforce Flow by adding name, date time, and address with components; configure api names, labels, defaults, visibility, and validation, and map inputs to variables.

  • 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

    Learn how to use the display text component and a text variable in a screen flow, including setting an API name, default value, color, font size, bold, and center alignment.

  • Screen Flow: Using Picklist and Choice Resource7:19

    learn to add a picklist in a screen flow using a choice resource, configure options and default values, then extend the form with currency, phone, and a loan toggle.

  • Screen Flow: Using Checkbox and Checkbox Group8:11

    Learn screen flow basics by building a form with email and URL fields, then implement a checkbox group for single or multiple selections with validation.

  • Screen Flow: Using Radio buttons and Multi Picklist5:33

    Explore screen flow components by configuring text inputs, radio buttons, and multi-select picklists to capture medical history details, including multiple selections and tooltips.

  • Screen Flow: Using Sliders3:39

    Build a screen flow with sliders to capture academic details, configuring graduation cgpa, intermediate percentage, and high school cpu with ranges, step sizes, and defaults, then save and run.

  • Custom Object setup for Application Form Data5:59

    Create custom objects for the application form and course, with type fields; use screen flows to save inputs to the Salesforce database, and deploy via workbench with package.xml.

  • Screen Flow: Setting up Metadata, Lightning Apps and FLS4:59

    Set up screen flows by configuring metadata, lightning apps, and field level security. The lecture shows creating custom metadata, two custom tabs, an app, and profile permissions using package.xml.

  • Screen flow: Use Create Element for Application Form13:36

    Build a screen flow that creates a single application form record using a create record element, maps fields from screen components, saves the form ID, and shows a confirmation.

  • Screen Flow- Saving Application Form3:50

    Save an application form in a screen flow, capturing personal details, contact info, GPA, and medical history, then verify the database record and troubleshoot missing fields.

  • Screen Flow - Learn to Debug and Fix Issues12:49

    Debug and fix screen flow issues in Salesforce flow by tracing salutation and zip code field assignments, validating runtime values, and correcting medical conditions selections to ensure records save.

  • 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

    Build a teacher application form in a screen flow with two screens, adding date of birth, email, address, gender, and LinkedIn URL using components for unsupported types.

  • Screen Flow: Using Fields in Screen Components and Save it11:19

    Build a screen flow in Salesforce Flow for a teachers application form, using screen components and fields to capture military status, medical history, and GPA data.

  • Screen Flow: Fixing Data Sets where no Field available in Screen element8:12

    Learn to fix screen flow data by assigning LinkedIn URL, family income, and applicant name using manual assignments and assignment elements, then validate by saving and checking the database.

  • Screen Flow: Add application Id in the final Screen3:13

    Create a screen flow that assigns the saved teacher application form record id to the application form id on the final screen and link it.

  • Screen Flow: Create a new Version or a New Flow2:09

    Create a new screen flow version or a new flow for an application form, set the flow label, and note that the API name cannot be changed.

  • Screen Flow: Validations and Reactive Feature8:23

    Learn to validate inputs in screen flow using the validate input component, build age validation formulas with current date and date of birth, and enable reactive elements.

  • Screen Flow: Data Tables in Screen Element5:54

    Create a screen flow that uses get element to fetch all courses and presents them in a data table with course name, duration, and fees, enabling multi-select.

  • Screen Flow: Reactive Data Tables4:48

    Learn to build reactive data tables in screen flow by displaying selected courses in a second table, auto-updating via source collection and conditional visibility settings.

  • Screen Flow: Using Loops, Debugging, Saving to Database8:28

    Design a screen flow that saves student course selections to the database by looping over available courses, collecting names, and creating records; use debug mode to verify and fix nulls.

  • Screen Flow: Using Record Choice Set6:36

    Improve screen flow readability by switching to auto layout and top-to-bottom arrangement, and use record choice set to pull course data for teacher applications.

  • Screen Flow: Using Collection Choice Set8:04

    Use a collection choice set in screen flow to create a future courses collection with artificial intelligence and machine learning, then display it as a checkbox group.

  • Screen Flow: Using Picklist Choice Set2:58

    Build a screen flow using a picklist choice set from the application form type field (student or teacher) and route the next screen based on the selection.

  • Screen Flow: Hiding Previous Button1:58

    Hide the previous button in screen flow by configuring the footer on the first page, and ensure you allow either next or finish or back on the final screen.

  • Screen Flow: Launch Screen flow as Lightning App Page5:05

    Create a lightning app page and place the screen flow in a single region. Activate the page and add a new enrollment tab to the institute management and sales applications.

  • Making a smooth move to Record Triggered Flows1:21

    The lecture explains how to call screen flows from custom buttons, quick actions, and lightning components, including utility bar options, and introduces record triggered flows and the screen flow component.

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