Salesforce Lightning Flow Course by the FlowFest Champion

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 global variables in flows, which supply system values like running user, current date, current record, and more without queries or explicit assignments.

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 to send emails and notifications from Salesforce flows using email alerts or direct actions, with templates and recipients like owners, case creators, and account contacts, plus custom notifications.

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.

Learn to use the loop element to iterate over a collection, reference the current item, use a decision to check records, and finalize a bulk update via assignment.

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.

Enable the pause option in process automation settings for screen flows, use a pause button to let users save progress, and monitor and resume interrupted flows with post-flow interviews.

Learn to build screen flows that clone cases and related records using input variables, screen fields, pick lists, decisions, and end with navigation and toast feedback.

Update fields on the triggering record with a before-save flow, triggered on create, update, or delete, faster than after-save. It cannot access ID or last modified values before save.

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.

Explore before save record-triggered flows on the case object to capture last status update, validate file uploads on close, and propagate approval comments to opportunities.

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.

Learn to debug Salesforce flows using the flow builder's debug button across platform, schedule triggered, auto flow, and record-triggered flows, with rollback mode, input variables, and running as another user.

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.

Discover how to migrate workflow rules to flows with the migrate to flow tool, switch activations, and optimize process automation for complex scenarios.

Explore summer '23, winter '24, and spring '24 flow features, including draft mode, data table search, and reactive components like repeater and transform.