Salesforce Flows: Get Started with Lightning Flow Builder

Personalize Salesforce flows by showing the current user’s first name on a screen using the user object and global variables, and verify access with run flow permissions.

Build a screen flow that takes three inputs—opportunity name, account, and close date—to create a Salesforce opportunity with a click, showcasing how Lightning Flow Builder streamlines record creation.

Learn to build a screen flow in Salesforce to create a new opportunity by entering name, close date, and account, including configuring screen, buttons, and testing with debug.

Use the assignment element in a flow to auto-set the opportunity stage to qualification by default, creating and storing a stage variable for use when the opportunity is created.

Create an opportunity record in a flow with the create record element, and use an assignment element to set account ID, close date, and name, plus capture the opportunity ID.

Add the flow to the Salesforce home page using App Builder by dragging the flow component and saving changes, then test by creating a new opportunity on mobile.

Create multi-column screens in Lightning Flow Builder by using the section component, dragging fields into columns, and configuring column weights for a cleaner layout.

Learn to send a simple email alert with a flow using the email action, configure body, subject, recipients, and sender, and use org-wide addresses with optional rollback and debugging.

Learn to trigger an email alert from a flow when a new opportunity is created, by creating a text email template and linking an email alert for testing.

learn to build a Lightning Flow with Flow Builder to send emails to key contacts on an account by selecting a key contact checkbox, confirming, and triggering an email alert.

Learn to fetch key contact records marked as true using a get record element, store all fields, and prepare email alerts for those contacts in a Salesforce flow.

Learn to loop through a collection of contact records in Salesforce flows, using a loop element to personalize and send emails to each recipient with item-specific fields.

Create a flow formula variable to display yes or no for a key contact checkbox, then insert it into the email body using the current loop contact email.

Filter key contacts with non-null emails in Salesforce flows, send emails, and update their description to 'email sent' via loop and assignment, then bulk update the collection to avoid limits.

Learn to update records in a flow using the update records element on a contact collection outside the loop, avoiding DML in loops and respecting governor limits.

Convert an auto launch flow to a screen flow, pass the account record id with a dedicated input variable, and trigger it from a page button to email key contacts.

Capture the last account owner change date with a record-triggered flow on the account object, updating a custom field to today's date when ownership changes.

Create a Salesforce flow that auto updates an opportunity's closed date when its stage changes to closed won or closed lost. Explore the Flow Builder interface and key automation components.

Create a record-triggered flow in Salesforce that updates the opportunity close date to today when the stage becomes closed, using assignment and start conditions.

Count the number of contacts on an account with lightning flow builder. Learn to get related contacts, count them with a variable, and update the account.

Learn to trigger a record triggered flow on contact deletion and update the associated account's contact count by decrementing it before deletion, ensuring it never goes negative.

Learn to use Salesforce flows formula to trigger an opportunity flag by probability, type, and amount, and auto-set a strategic checkbox using a start node formula in a record-triggered flow.

Learn to build a quick contact create/update flow in Salesforce Lightning Flow Builder, gathering first name, last name, and an account toggle to create or reassign a contact.

Build a screen flow in Salesforce to collect first and last names, select an account with a picklist, and save to a contact record variable for create or update.

Collect contact details on a screen, store them in a custom contact record, and use a get records element to check Salesforce for contacts by first name and last name.

Use the decisions element in Lightning Flow to route between updating or creating a contact, driven by a user toggle; default create new and verify find contact to avoid errors.

Learn to build a Salesforce flow that creates or updates a contact by using a single contact variable, setting fields, and integrating decision, get record, and update elements.

Explore how a Salesforce flow gathers user input (first name, last name, account), uses a contact placeholder, performs get-record checks, and applies a decision to update or create a contact.

Create time dependent actions with flows to remind opportunity owners to add products after creation, using a scheduled path and an email alert.

Create an auto launch flow in Salesforce lightning flow builder that computes discount percentage from account annual revenue and updates the opportunity's discounted amount with a button.

Create a screenflow called survey to capture account details and store them as a new survey record on a custom object via Excel spreadsheet object creation.

Build a screen flow in Salesforce lightning flow builder to collect survey input with name, email (validated), rating via radio buttons, and a comments field, using drag-and-drop components.

Invoke a survey flow in Salesforce by adding a button to the account page, selecting the survey screen flow, and creating a new survey record.