
Learn how to locate flows in setup, manage versions, and create new flows in Salesforce Lightning Flow, including viewing details, activating versions, and rolling back to a previous version.
Explore the five main flow types in Salesforce, including screen flow, record triggered flow, scheduled triggered flow, platform event, and auto launch flow.
Compare free form and auto layout in Salesforce flow design. Understand the default auto layout, and learn cloning, copying, and connecting elements to build and diagnose flows.
Access the flow toolbox on the left of the floor builder to find elements and resources; freeform shows elements and manager tabs, auto layout shows the manager tab with shortcuts.
explore flow resource examples in Salesforce Flow, including text and record variables, formulas, case and account records, and sla calculations for screen and record-triggered flows.
Understand flow elements across interaction, logic, and data in screen and auto launch flows, screen components, subflows, pause element, and collection sort and filter with get, create, update, and delete.
Handle flow failures with fault connectors and custom error screens in Salesforce flows. Configure Apex exception email recipients to alert admins when a flow fails.
Learn how to create and populate collection variables in flow, using new resource or get records, to build and loop through account records for actions on each item.
Explore the five core Salesforce flow types and templates, including omni channel and screen flows, and learn to route work items like chat requests or cases through omni channel.
Learn to build screen flows in Salesforce Lightning Flow, enabling on-screen input and display, rollback records, HTML-labeled fields, file uploads, and custom components with versatile launch options.
Learn how after-save record-triggered flows can update, create, or delete records, call subflows, or send notifications, with immediate, scheduled, and asynchronous paths, and best practices for replacing process builders.
Demonstrates after save record-triggered flows in Salesforce lightning flow, including approving opportunities over 10,000 when products contain 1000 KW, and implementing roll up summary fields for leads via task subtypes.
Explore how record triggered flows on the same object use a trigger order to control execution, with start criteria, values 1–2000, alphabetical API names, and creation date as fallback.
Schedule triggered flows run at times for batches of records, with the start element configuring time, frequency, and optional object; use the pulse element and debug to test single records.
Explore Flow Trigger Explorer to view all record-triggered flows for an object and event type, with sections for fast field updates, actions and related records, and versioned ordering.
Thank you for taking this course. If you have any questions, you can always write me on LinkedIn or send an email.
I am Yumi Ibrahimzade. I have been working with Salesforce since 2014 and I am a 36x certified Senior Salesforce Solution Architect and Salesforce MVP. I became the champion of the first worldwide FlowFest and I have a blog called SalesforceTime which is just about flows. Flow is the tool that I love most in Salesforce and I can say that in the last few years I didn't have a day that I didn't open the flow builder. I witnessed all of its improvement in these years and I can say that it improved a lot. I started using Salesforce Flow when it was not popular at all, but after all the improvements that Salesforce made, now it is one of the most popular tools of Salesforce.
Salesforce Flow is a powerful business automation tool that gives the admins the powers of developers and it is the number one tool when it comes to complex business requirements. Salesforce announced that the other automation tools, which are workflow rules and process builder, will be retired soon. Therefore also for the simple requirements, now it is recommended to use flows. Flow is the future of the automation tools. So, if you are a Salesforce admin, implementer, or consultant, then it is essential to learn Salesforce Flow now.
There are endless things that you can perform using various types of flows.
In this course, you will learn;
- How to build, debug, and launch flows in Salesforce Lightning
- Available flow types, their differences, and selecting the correct flow type according to the needs
- How to handle errors in flows
- New tools like Flow Trigger Explorer and Migrate to Flow Tool
- Working with collections
- Multiple examples for all the flow types
- Performing actions like sending emails
- Best practices and tips
This course was prepared in Summer '22 release and updated with the new features of Spring '24 release (also the previous releases).