Salesforce Flow Builder Masterclass: Lightning Flow Builder

Create and use variables in Salesforce flow, including screen flows, with text and number types. Assign values, display on the UI, debug flows, and work with single and collection variables.

Explore how to create and use constants in Salesforce flow builder, distinguishing constants from variables, and see how a single constant value propagates across assignments, screens, and resources.

Create a formula resource in Salesforce Flow Builder to compute values in the background. Define principal, rate, and time, build a simple interest formula, and troubleshoot data type errors.

Learn to create and use a text template in Salesforce flow builder, combining text with variables and resources, and choose rich text or plain text to apply formatting.

Demonstrate creating manual pick list choices for hobbies using the choice resource, either from a new resource or on the screen, then apply them to a screen component and test.

Learn how to create a pick list choice set from an object's field, fetch opportunity stage values, and display them on a screen with sorting and automatic availability.

Configure a record choice set to fetch account records, display them as a screen pick list sorted by name with maximum of five, and use the account ID for processing.

Create a collection of account records and display them in a screen pick list using a collection choice set; learn to build variables, assign records, and bind names as values.

Explore the screen element in a Salesforce flow, including header, footer, and help text configurations. Build multi-screen layouts with sections and columns, customize button labels, and control component visibility.

Learn to configure the send email action within the action element, using text templates, resources, and email lists to trigger emails from a flow.

Utilize the sub flow element to connect two screen flows by calling one flow from another, activate the sub flow, and debug the integrated flows.

Explore how to use the assignment element to copy values between variables and into constants, create and display record ID and account ID, and build collections with ADD operations.

Learn to implement a decision element in Salesforce flow to branch execution based on user input from a pick list, defining multiple outcomes (custom, choice, cricket) and a default path.

Implement a loop in Salesforce flow by fetching active accounts, iterating over the accounts collection with current item from loop, and displaying each name on a screen.

Use the collection sort element to sort accounts collection after fetching records, selecting the sort field and order (ascending or descending), and handling empty values to produce an alphabetical order.

Apply the collection filter element to refine records from a get records collection, creating a target collection of accounts where active equals yes.

This lecture shows configuring the create record element in a flow to create single or multiple account records, assign fields like name, phone, and revenue, and capture the account IDs.

Apply the update record element in a flow to modify an account’s phone by matching the record id, updating fields directly or from a record variable.

Learn how to use the get record element in Salesforce flow to fetch account data from standard or custom objects, with conditions, sorting, and optional field selection.

learn to delete records with delete record element, using a record ID input or a record variable, set a condition on account ID, and verify deletion in the recycle bin.

Create a screen flow to add a related contact on an account by capturing first and last name and linking to the account id; then debug to verify.

Build a screen flow that receives the account record id, creates a related opportunity, and presents a two-screen form on the account record page with field mappings.

Launch a screen flow via a quick action on the account page to create and relate a case, with the flow auto-populating the record ID and loading status and origin.

Learn how to diagnose and debug flow failures in Salesforce Flow Builder by testing failures, reading error messages, using debug, and email notifications to identify missing mappings and causes.

Learn to build a screen flow in Salesforce that creates a contact linked to an account, then upload and attach a file to that contact using the file upload component.

Learn to view paused and failed flow interviews, including flow label, API name, and version; enable pausing in process automation settings and resume flows with a pause reason.

Create a screen flow to capture contact information and an optional file upload. Map fields to contact, attach files when requested, and place the flow on home and app pages.

Build a single screen flow that lets users choose to create a contact, opportunity, or case on an account, with field mapping and record creation.

Learn to loop through decision element in Salesforce flow builder masterclass to create opportunities for account without collection variable, by accumulating records in a list and creating them in bulk.

Build a screen flow that lets users choose to create contacts or opportunities linked to an account, then loop to create multiple records using assignments and record creation actions.

Learn to design screen flows that create related contacts, cases, and opportunities on an account, and connect them as sub flows within a main flow.

Discover how to use screen flow and record choice set to copy phone and rating from a source account to a destination account, selecting destination with a pick list.

Place a single screen flow on account and case record pages to display the account alert note, using visibility filters and the record ID to fetch data.

Learn to post to chatter through a screen flow by creating an opportunity, tagging the account owner, and posting a message with opportunity name, close date, and stage.

Learn to send a welcome email via email action in a screen flow, capture contact details, create the contact linked to an account, and email multiple recipients with text templates.

Learn to send emails on contact creation using email alerts and email templates in a flow, compare with email action, and map contact id for personalized welcome messages.

Learn to automate case-driven tasks on Salesforce by using a screen flow to create a task for the related account owner, via action or via a create record element.

Learn to create an event for an account from a created opportunity in Salesforce Flow, using action and create record elements with field mapping.

Learn to build a screen flow that creates an opportunity on an account and sends a custom notification to the account owner using a custom notification type.

Learn to deduplicate a collection in a Salesforce flow by merging records, sorting them by id, looping through accounts, and building a final unique list.

Learn to deduplicate two collection variables in a flow by merging records from name and phone queries, removing duplicates with an assignment, and presenting unique results in a screen flow.

learn to place a lookup field on a screen flow to link a created contact to an account on the home page, mapping first name, last name, phone, and email.

Learn how record triggered flow runs automatically on create, update, or delete for a chosen object like account, with entry criteria, before and after options, and actions on related records.

Salesforce Flow Builder Masterclass: Lightning Flow Builder teaches a record trigger flow that creates an opportunity when an account is created, with entry criteria that account's active field equals yes.

Debug a record triggered flow by stepping through debugging options, rollback behavior, entry criteria, and error messages to validate flow logic before activation.

See what happens when a record-triggered flow fails during account creation, including UI errors and admin email alerts, and learn to fix it by providing last name and account lookup.

Compare fast field update and actions and related records in Salesforce Flow Builder. Learn when to update the triggering account versus create related records like cases, with practical element choices.

Demonstrates record created, updated, and deleted scenarios in Salesforce flow by counting related contacts on an account and updating total contacts with get, assignment, and update actions, plus deletion limitations.

Compare $Record and $Record__Prior in a record-triggered flow, showing old versus new values during updates, and explain why both are available only on updates, not on create or delete.

Demonstrates parent-to-child field update by updating related contacts' home phone when the account phone changes, using a loop element in a record-triggered flow.

Execute parent to child updates in Lightning Flow Builder masterclass by updating related contacts' home phone when an account phone changes, without a loop element.

Learn how to automatically populate the latest case number on an account when a new case is created using a record-triggered flow and the dollar record variable.

In the Salesforce Flow Builder Masterclass, learn to use a record-triggered flow with fast field updates to copy billing address fields to shipping address fields on account creation and update.

Master the Salesforce flow builder by implementing a report flow that copies account billing address to related contacts mailing addresses via a checkbox, updating related contacts' mailing addresses automatically.

Learn to design a Salesforce flow that creates or updates accounts, creates related opportunities when annual revenue is 10,000 or more, updates account description, and sends emails to account owners.

Learn to trigger a record flow that sends a custom notification to a public group when a case escalates, including configuring notification type, body, title, and recipients.

Demonstrate deleting an opportunity record when its status becomes closed lost by using a delete record element in a record-triggered flow, referencing the triggering record's id and the recycle bin.

Automatically assign a permission set when a user is created by building a record-triggered flow and a permission set assignment; then create a user to verify the result.

Build a record-triggered flow that adds a newly created user to a public group by querying the group and creating a group member record with the user and group ids.

Learn to implement manual record sharing with a record-trigger flow in Salesforce, making accounts private on create and sharing them with specific users via account share.

Implement a duplicate check on contact email IDs using a record flow and a validation rule to block duplicates with a duplicate found flag.

Master Salesforce flow techniques to post to chatter using action and feed item in a record-triggered flow, building a chatter message and wiring it to opportunity records.

Explore flow trigger explorer to manage the execution order of record triggered flows, select objects and events, and use before-save field updates, after-save actions, or asynchronous scheduled paths.

Create and manage scheduled paths in a record-triggered flow to run tasks asynchronously, such as creating an opportunity one day after account creation, using time sources and batch settings.

Enable the 'debug flow as other user' option in process automation settings and save. Run the flow as another user to test permissions and triggering records.

Learn to call an auto launch flow as a sub flow inside a record flow, enabling reuse across multiple record flows with a single implementation.

Explore schedule triggered flow in the Salesforce flow builder, setting start date and time, selecting frequency such as once, daily, or weekly, and applying conditions.

Design and deploy a schedule-triggered flow in Salesforce Flow Builder to update daily leads where lead source is web, populating the website field with Salesforce.com.

Learn to design a schedule-triggered flow that updates cases where case reason is web weekly, populating the supplied email field and avoiding updates when an email already exists.

Learn to automate reminder tasks on open opportunities with scheduled flow: create tasks for stages not equal to closed one or close lost, relate to opportunity, and mark task created.

Copy account billing address to related contact mailing address by updating records via a schedule triggered flow, using field mappings and a checkbox to prevent reprocessing.

Schedule a daily flow to email opportunity owners when stage is closed one, using a checkbox flag and an email alert template to track sent status.

Learn how to trigger an auto launch flow from a record triggered flow in Salesforce, pass input with available for input, and create related contact and opportunity on account creation.

Learn to run flows in system mode or system context with or without sharing, and call an auto launch flow from a record-triggered flow to pass inputs.

Call an auto launch flow from Apex by passing an opportunity ID, fetch the record in the flow, and return the stage name back to Apex for logging.

Call Apex invocable methods from a record-triggered flow to pass account IDs, fetch account names, and update the account description with the results.

Learn to call a screen flow via a Lightning Aura Component, map inputs, create an opportunity, and link it to the account on a record page or quick action.

Learn to override the flow finish action by building a Lightning Aura Component, calling it from a screen flow, and auto redirecting to the newly created record on save.

Learn to build a login flow in Salesforce using a screen flow with a terms and conditions checkbox, update the logged-in user, and conditionally suppress future prompts.

Explore Flow Trigger Explorer to view all account record trigger flows in your org, edit execution order by dragging, and activate or deactivate specific flow versions.

Master version control in Salesforce Flow Builder by saving changes as new versions, activating or deactivating versions, and deleting versions to revert to earlier flows.

Identify how a field referenced in a flow blocks deletion; dereference the field by removing it from all flow versions, especially the active one, then delete or recreate as needed.

Demonstrate creating a new version or a net new flow from an existing flow using save as, and show how versioning yields separate flows.

Learn how to apply a fault screen in a screen flow that creates a case on an account and render success or failure screens accordingly.