Salesforce Lightning Flows | A Journey To No-Code Automation

Name: Salesforce Lightning Flows | A Journey To No-Code Automation
Rating: 4.7 (33 reviews)

A Comprehensive Salesforce Flow Course: Start Your Journey from Scratch and Master the Art of No-Code Automation

Created byRajesh Prabhu B

Last updated 12/2024

English

What you'll learn

A Step-by-Step Guide to Implement Real Business Scenarios Using Flow
Building complex business logic effortlessly without writing code
Salesforce Flow Types - Screen Flow, Record-Triggered Flow, Platform Event Triggered flow, Schedule Flows and Auto launched Flow
When and How to Use Salesforce Flow Building Blocks: Interaction, Logic, and Data
Salesforce Flow Best Practices
Debug Flows & Error Handling
Callouts Using Flow - Integrate Salesforce with External Systems
Use Flow To Perform Bulk Data Operations
Flows & APEX
Flows & LWC

Course content

11 sections • 79 lectures • 15h 10m total length

Introduction3:51
Building Blocks of Flow6:37
Getting Started With Flow in Salesforce & Types of Flow9:25
Setup a new trailhead Playground Org2:06
Create New Flow - Visual Enhancement2:45

Screen Flow | Create New Record | Business Use Case3:32
Screen Flow | Create New Record | Implementation | Building Flow16:14
What will you learn:
Create a new screen with the form to get user inputs
Launching a screen flow from lighting page
Use of create records element
User defined Variables & System Defined Variables
Screen Flow | Create New Record | Implementation | Debug Flow7:28
What will you learn
Troubleshooting a Flow that fails
Use DEBUG option to test and diagnose issues
Screen Flow | Create New Record | Implementation | Activate Flow5:38
What will you learn
Activate Flow
Add Screen Flow In Lightning Page
Test Flow using proxy login
Screen Flow | Implementation | Configure user access to run the flow10:23
What will you learn
Various available options to configure flow access for users
Configure via Profile or Permission Set
Restrict access via specific Profiles or Permission Set
Screen Flow | How To Use Lookup Component13:07
What will you learn
Use of Lookup Component in screen flow
Configure Lookup Component options
Read selected record Id from Lookup component
Screen Flow | Error handling | Business Use Case2:29
What will you learn
Use of Fault Path
Create a case record using ‘create records’ element
Use Global Variable to find current user details
Use Global Variable to find error details
Introduce success & error screen
Screen Flow | Error handling | Implementation | Using Fault Path - Part I9:06
Key learnings:
- Use of Fault Path Connector
- Use of Create Records Element
Screen Flow | Error handling | Implementation | Using Fault Path - Part II11:36
What will you learn
Use of Fault Path
Create a case record using ‘create records’ element
Use Global Variable to find current user details
Use Global Variable to find error details
Introduce success & error screen
Screen Flow | How to Show Dynamic Link To Newly Created Record11:08
What will you learn
Configure record link dynamically and navigate user to the record page
Launching a screen flow from Quick Action
Significance of $recordId
Screen Flow | How To Show New Record Link In Show Toast Message Pop Up - Part I11:45
What will you learn
Configure record link dynamically and allow user navigate to the record page
Show success or error message in-line with Salesforce default theme
Install and use external packaged component in Flow action
Use of Actions
Screen Flow | How To Show New Record Link In Show Toast Message Pop Up - Part II12:22
What will you learn
Configure record link dynamically and allow user navigate to the record page
Show success or error message in-line with Salesforce default theme
Install and use external packaged component in Flow action
Use of Actions
Screen Flow | How to Launch From Quick Action - Part I9:26
What will you learn
Create a new screen with the form to get user inputs
Launching a screen flow from Quick Action
Significance of $recordId
How to expose a variable to receive input from the external caller
Screen Flow | How to Launch From Quick Action - Part II19:14
What will you learn
Create a new screen with the form to get user inputs
Launching a screen flow from Quick Action
Significance of $recordId
How to expose a variable to receive input from the external caller
Screen Flow - How To Send Entire Record From Quick Action To Flow8:02
What will you learn
Launching a screen flow from Quick Action
How to expose a variable in Flow to receive input from record page
Significance of $recordId variable and data type assignment to send entire record data to Flow
Screen Flow - Understanding Loop Element & Collections - Part I15:01
What will you learn:
Create collections variables to hold multiple values / records
Use loop element to process each value / record in a collection
Screen Flow - Understanding Loop Element & Collections - Part II7:09
What will you learn:
Create collections variables to hold multiple values / records
Use loop element to process each value / record in a collection
Launch Flow From Quick Action & Process Bulk Data Using Collections - Part I2:02
What will you learn:
Launch Flow from Quick Action
Create collections variables to hold multiple values / records
Use loop element to process each value
Manage records To Update In a collection
Do a bulk update operation
Launch Flow From Quick Action & Process Bulk Data Using Collections - Part II19:39
What will you learn:
Launch Flow from Quick Action
Create collections variables to hold multiple values / records
Use loop element to process each value
Manage records To Update In a collection
Do a bulk update operation
Remove Duplicates From Single Collection15:14
What will you learn
Use of loop element
Use of contains operator
Use of decision and assignment element
Screen Flow | How to Use Data Table Input Component1:51
Quick Update: Since Spring'23 , Data table component has become GA and no longer in beta

What will you learn
Add a screen flow on lightning record page
Pass entire record data to the flow
Use Data Element - Get records
Show list of records in tabular format
Screen Flow | How to Use Data Table | Use Case & Implementation9:23
Quick Update: Since Spring'23 , Data table component has become GA and no longer in beta

What will you learn
Add a screen flow on lightning record page
Pass entire record data to the flow
Use Data Element - Get records
Show list of records in tabular format
Screen Flow - How To Use Choice Lookup Component To Filter Records7:41
Screen Flow | Implement Choice Lookup With A Business Use Case23:06

Quick Overview2:47
Simple Record Triggered Flow To Update a Field16:09
What will you learn
Significance of $Record global variable
Fast Field Updates / Before Save Flow
Use of assignment element
Use update records element
Debug A Flow that fails16:45
Create Test Cases Declaratively & Automate Salesforce Flow Testing - Scenario 111:55
What will you learn
Use of Debug option to troubleshoot flow that fails
Debug Flow options
Convert Test Data and preserve for future testing
How to Handle Errors & Send Back Custom Error Message - Scenario 113:36
What will you learn
Display error message on the screen
Use of Custom Error Element
Create Test Cases Declaratively & Automate Salesforce Flow Testing - Scenario 216:23
How to create a related record17:05
What will you learn
Use of create records element
Create record using record variable (single)
Use of formula vairable
Error handling | Use of fault path
How to update multiple related records without loop element12:13
How to Send Email Using Flow Action21:04
What will you learn
Use of native Flow action for sending email
How to Send Email Using Email Template - Part I14:10
How to Send Email Using Email Template - Part II7:50
Optimize Flow - Do away with Hard Coding14:59
Use Custom Labels

Dynamically Find Required Data Using Get Records
How to use Flow Connector & Record Prior Variable | Use case - Case Reopen Count20:54
What will you learn
Record Triggered Flow - Before Save
Use of Decision Element
Use of Flow Connector
Use of Record Prior global variable to find field value before an update
Use of formula field to show RAG indicator
How To Check If A Field value Is Changed & Execute Automation in Flow16:45
What will you learn
Update Record Data Element
Assignment Element
Passing record data from lightning page to flow
Use of IsChanged() function

What is Auto Launched Flow3:32
Subflow in Salesforce is a set of reusable and modular components within Salesforce flow builders.
Say you have the same automated steps needed for multiple flows but you want to build and maintain these same steps only once

It enables the encapsulation of logic and functionality that can be invoked from other flows.

Subflow provides a method to break down complex flows into smaller, more manageable processes.

This promotes code reuse and makes flow maintenance easier.
Create a simple auto launched Flow13:20
What will you learn
How to Send Data to Sub Flow Using Input Variables
How to Receive Data from Sub Flow Using Output Variables
Use of Sub Flow Element
Reusable Sub Flow For Capturing Flow Errors18:07
What will you learn
Create Auto launched Flow
Expose input variables to receive data
Use of Sub Flow Element
Use of $Fault Global variable Flow
Use of $User Global variable Flow
Use of Fault Path In Flow
Working with Public Group | Call Sub Flow From Record Triggered Flow19:35
What will you learn
Create Autolaunched Flow
Expose variables to receive data
Create Record Triggered Flow and invoke auto launch flow
Add public group members dynamically
Use of IsNew() to find new or existing record
Use of create element to add new records

Calling APEX In Flow With Single Input And Output Parameter17:54
Calling APEX In Flow With Multiple Input And Output Parameter20:32
Understanding APEX Defined Data Type In Flow17:07
Screen Flow - Picklist Value Without Duplicates Using APEX Defined Data Type11:05
Prerequisite - Watch Flow - Remove Duplicates From Single Collection.wmv lecture
What will you learn
Use of APEX Defined Data Type
Use of Collection variables
Use of loop element
Use of Choice Collection set
Use of Pick list element

How to call 3rd party exchange Rate API Using HTTP Callouts29:56
What will you learn
Building Screen Flow
Use of HTTP call out to make an external API call
Use of 3rd party exchange rate API
Configure Named and External Credentials
Configure External Credentials Principal
Create Permission set and map against credentials
Use of permission set to control who can use callouts from org
Run Flow Async & Use Outbound Message To Send Data To 3rd party System22:05
What will you learn
Configure & Manage outbound messages
Configure a test endpoint to receive data from Salesforce
Use of outbound messages core action
Use of run async option
Use of IsNew() or CreatedDate to find new or existing record

Platform Event Triggered Flow - Overview6:55
Learn Platform Event Triggered Flow With A Simple Use Case - Part I13:25
Learn Platform Event Triggered Flow With A Simple Use Case - Part II11:41
How To Use Platform Event Flow And Implement Dynamic Record Sharing - Part I10:05
How To Use Platform Event Flow And Implement Dynamic Record Sharing - Part II7:41
How To Use Platform Event Flow And Integrate With 3rd Party System Part - I10:42
1. Install Node.js
2. Open source code in VS code
3. Run npm install express, http, path, bodu-parser, jsforce
4. Go To Run Menu >> Choose Run without debugging
How To Use Platform Event Flow And Integrate With 3rd Party System Part - II6:15

Requirements

Minimum knowledge of Salesforce Admin Concepts
Free Salesforce Trailhead Playground org

Description

Salesforce Flow is a robust business automation tool that empowers admins with capabilities typically reserved for developers, making it the premier choice for handling complex business requirements. With Salesforce retiring other automation tools like workflow rules and process builder , it is now advisable to use flows for business process automation.

Flows allows you to build complex business automation using clicks instead of code. As an admin, Flows are going to be your best companion because you will be able to handle the majority of complex business requirements without the help of a Salesforce developer!

This course covers a wide range of topics, including:

Understanding the building blocks of Flow - Elements, Resources
Building, debugging, and launching flows in Salesforce Lightning
Understanding different flow types and selecting the appropriate type for specific needs
Error handling in flows
Real Work Business Scenarios And Step by Step Implementation
Integrate Salesforce With External APIs Using HTTP Call Outs
Best practices and tips
Working with collections, external APIs integration, external system integration
Use of Get, Create, and Update data elements
Use of logical operators such as Decisions, Assignments, and Collection Filters
Use of Loops, Formulas, Text Template
Fast Field Updates (Before Save) Flows
Actions & Related Records (After Save) Flows
Use of Email Action, Email template in Flows
Platform Event Triggered Flows
Time dependent Flows
Exchange Rate API Integration etc

By mastering these skills, you can leverage the full potential of Salesforce Flow to meet diverse business automation needs.

Who this course is for:

Salesforce Administrators
Salesforce Developers
Salesforce Architects
Salesforce Consultants

Salesforce Lightning Flows | A Journey To No-Code Automation

What you'll learn

Explore related topics

Course content

Introduction5 lectures • 25min

Screen Flow24 lectures • 4hr 13min

Record Triggered Flow14 lectures • 3hr 23min

Auto Launched Flow Or Sub Flow4 lectures • 55min

Flows and APEX4 lectures • 1hr 7min

External Systems Integration Using Flow2 lectures • 52min

Flows and Lightning Web Component (LWC)2 lectures • 17min

Scheduled Triggered Flow4 lectures • 31min

Platform Event Triggered Flow7 lectures • 1hr 7min

Advanced Topics3 lectures • 43min

Requirements

Description

Who this course is for: