
Learn Salesforce flows now.
Navigate a step-by-step, developer org based course with sequenced lectures. Ask questions on Udemy and replicate lessons in your own developer org, plus a bonus lecture with a free gift.
Sign up for a brand new Salesforce developer org at developers.salesforce.com/signup and reset your password via the emailed link. Use this fresh dev org to avoid interference from existing automations.
Automation Lightning App offers a new way for you to access the automation in your Org. In Spring 25, Salesforce updated the New Automation experience and added a Monitor tab.
Create a simple screen flow that displays hello world, save it with a label, and activate it; use the view details and versions menu to manage active versions.
Learn to debug and test Salesforce flows by running debug sessions, reviewing errors, logs, and error emails, and using failed flow interviews to fix issues before production.
Build a before-save, record-triggered flow to perform fast updates on the triggering opportunity, such as setting next step to 'please set a meeting with the sales director' for negotiation review.
Learn how to build an actions and related records record-triggered flow (after-save) that updates the related account when a case is created, setting upsell opportunity to no.
Create a record-triggered flow that fires after an opportunity reaches the negotiation review stage to auto-create a linked task with a set subject, description, due date, and high priority.
Please watch the next lecture for email alerts.
Explore auto-launched flows that run in the background, triggered on demand by other flows or Apex code, for processing records with IDs and parameters; record-triggered flows are auto-launched flows.
Build an auto-launched flow to automatically set the upsell opportunity to yes for an account by passing the record ID and updating the account record.
Use screen flows to display fixed or variable information and collect customer data via forms, originally built for call center scripts; launch them with a button on a lightning page.
Understand record variables in Salesforce as utensil trays that hold a record, with fields defined by the object design, such as a contact's first name, last name, mobile, and email.
Retrieve multiple records with a get element, Salesforce creates a collection variable. Loop through the collection to access individual field values, such as counting senior contacts by checking birth dates.
Assignments can get confusing. Download the attached infographic to learn.
Build a record-triggered Salesforce flow from scratch, using a text formula to rename new accounts by appending a dash and the industry converted to text, showcasing formula resources and debugging.
Implement validations in a screen flow against standard opportunity fields, enforcing name up to 120 characters, order number up to eight, and minimum amount, with create and debug steps.
Build a record-triggered before-save flow for the case object using decision elements. Evaluate outcomes top to bottom when annual revenue exceeds 50 million and set case priority to high.
Define entry conditions for a record-triggered flow using record fields and related records, combine criteria with and/or operators, and optimize performance by narrowing the triggered records.
Explore how to use start element entry conditions to keep Salesforce flows efficient, avoid governor limits, and run only when cases meet high-priority criteria and valid account data.
Have you ever wondered how you can automate business processes using flow?
My name is Andy Engin Utkan. I am an Architect and a Principal Consultant of Salesforce Process Automation. I have been teaching Flows for years.
I’ve crafted the quickest and simplest path to mastering Flow. By the end of this course, you’ll be proficient in all popular flow types and capable of building real-life use cases using the flow builder.
Flows are powerful Low-code automation tools. Administrators can apply custom business logic to automate tasks on the Salesforce Platform using flows.
Automating routine tasks frees up your time for high-value projects and reduces errors. Flow opens a universe of automation opportunities to help you reach your business objectives.
You can integrate your flows with Salesforce AI solutions, such as Agentforce, to speed up and optimize your business process further.
Mastering Salesforce Flow will boost your skills and open up new career path opportunities.
By the end of this course, you'll master all the popular flow types and know how to build real-life use cases.
Why is it essential to learn flows now? Salesforce picked this tool as the single low-code automation tool for the future, and announced the end-of-support date for process and workflow rules.
Flow skills are vital for administrators to extend their skills into the development world. The administrator job posts often ask for varying grades of development skills. Just knowing where the switches and dials are in the settings is no longer sufficient to qualify for a Salesforce job.
No worries. This course will teach you the skills you need to put low code development skills on your resume.