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Salesforce Flow: Advanced Salesforce Automation
Rating: 4.2 out of 5(18 ratings)
150 students

Salesforce Flow: Advanced Salesforce Automation

Automate complex Salesforce Processes with Flow
Created byMark Lail
Last updated 5/2020
English
English [Auto],

What you'll learn

  • Salesforce Flow, how to automate complex process with clicks not code
  • Salesforce

Course content

3 sections • 12 lectures • 1h 32m total length

  • Introduction and Start Creating a Flow3:53

    Get the basics of flow, all about the canvas and how to navigate in flow.

  • Exploring the Canvas12:09

    Explore the canvas in Salesforce flow to understand elements and the manager view, and learn to build a screen flow with get, update, create, and delete records.

  • Variables 1017:18
  • Collection Variables and Record Variables8:56

    Learn to create record variables and collection variables in Salesforce flow, store full account information, use dot notation, handle no records, and process multiple records with loops and bulk updates.

  • Distributing the flow13:02

Requirements

  • Salesforce admin experience

Description

The basics and advanced flow techniques. Go from never seeing flow to learning how to use advanced flow techniques in under 2 hours! You will get a quick overview of the canvas and then move into more advanced features and finish with building demo flows. Take your Salesforce process automation to the next level, no more just relying on process builder to get tasks done.

Who this course is for:

  • Salesforce users

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