
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.
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.
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.
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.
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.
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.
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.
Explore screen flow components by configuring text inputs, radio buttons, and multi-select picklists to capture medical history details, including multiple selections and tooltips.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Learn the basics of record-triggered flows in Salesforce Flow, including before-save fast field updates versus after-save actions and related records, and when they run.
Builds a fast field update flow in Salesforce Flow that assigns course fees based on duration, using a decision, the record global variable, and assignments for one to six months.
Use a formula resource to set rating by annual revenue with nested if statements, producing hot, warm, or cold at 10 million and 1 million thresholds; includes debugging and activation.
Explore a before save flow with fast field updates on accounts. It syncs ownership and industry—public ownership sets industry to government, and government industry sets ownership to public—using entry conditions.
Set up a before save flow on accounts to validate that updates keep the number of employees above zero, using a custom error on the number of employees field.
Optimize a before save flow to set account record type by country using developer names, looping over record types and setting the correct ID.
Set up a hierarchical custom setting in flows to hold environment variable values for epic and emea record type IDs at the default org level and apply them by country.
Explore how to manage before save flows on the account object with Flow Trigger Explorer, set the trigger order for created and updated operations, and understand versioning when updating flows.
Learn how to merge multiple before save flows into a single flow that handles create and update operations, using decision branches and record prior checks.
Merge multiple flows into a single lightning flow, set ownership and industry conditions, and automate rating updates based on annual revenue and assignments, with end-to-end testing scenarios.
Create a related opportunity from an account when rating is hot using a record triggered aftersave flow, with before save rating logic and need analysis, today plus 30.
Learn to build a record-triggered Salesforce flow that marks an account inactive and deletes related contacts and opportunities using the delete element, specify conditions, and forward paths for failure handling.
Create an after-save flow on the account object that deletes related contacts and opportunities using get records and delete actions. Add a decision to run only when related records exist.
Create an after-save flow on the product object that automatically creates an asset linked to the global account and its relationship manager, using the product’s ID and name.
Create before-save and after-save flows to reevaluate contact titles and update to subject matter experts when account industry matches contact department, with validation to prevent mismatches.
Implement a before save flow on contacts to set title to SME when account industry matches department, with null checks; add after save flow to update contacts on industry change.
Learn to use aftersave flows and the email alert action to notify the case owner by email when a new case is created, using an email template and email alert.
Create a new record-triggered case flow using the send email action to notify the owner without a template, configuring body via a text template for the recipient and related IDs.
Submit accounts for approval via submit for approval action in an after-save flow, using an account listing approval process and passing record id and approval name when count exceeds 100.
Trigger an account after-save flow to automatically create a new task assigned to the account owner, with a 60-day due date and the subject 'fill up account details'.
Learn how to call an Apex method from a flow to reverse the account name and store it in a reversed account name field during account creation.
Build an Apex invokable method to reverse a string, expose it to a flow, and update the triggering account’s field with the reversed name via an aftersave flow.
Call Apex from the Flow with no output by using a void invokable method that updates accounts in Apex, reversing the original account name__c for each record.
Build and invoke subflows for account record types epic and EMEA, passing input variables and returning results to the main flow for common updates.
Understand schedule triggered flows by configuring start dates and times, daily or weekly frequency, selecting objects such as accounts, and applying conditions to cap records under the 250k governor limit.
Learn to build a daily schedule flow that updates accounts' active status to no for records meeting criteria, appending a description, and using bulk update across multiple flow interviews.
Create a schedule trigger flow that queries inactive accounts with a Duns number, loops through results, marks them active, collects them for update, and updates all in one flow interview.
Modify the one flow interview schedule flow to run at 4:30 p.m. on the 18th and populate the Duns number for seven accounts; verify results in the developer console.
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!