Salesforce Flow Builder with Complete Real Time Scenarios

Learn Salesforce Flow Builder Step-by-Step based on real time project scenarios from beginning to advanced level

Created byVijay Kumar

Last updated 10/2023

English

What you'll learn

Salesforce Lightning Flow builder
Salesforce flow project scenario and use cases
Real life business use cases
Build Complex Business Logic With Flows
Create an Object-Specific Quick Action That Launches a Flow
Options for Sending Emails from a Flow
Flow exception handling mechanism

Course content

5 sections • 33 lectures • 5h 43m total length

Introduction17:58
In this course I have covered complete syllabus of Salesforce Lightning Flow Builder as Screen Flow, Record Trigger Flow, Schedule Trigger Flow and Auto launched Flow with Real Time Scenarios.
Where you will be learn advanced technical scenarios based on projects live demo step-by-step guide from beginning to advanced level of Screen Flow Builder in Salesforce.
I have taken care of who are brand new to start Salesforce Career and want to grow their Career in Salesforce.

Who is this course for?
This course is design for beginners, who want to learn step by step from basic to advance level of salesforce.
This course prepared for that student who learning from internet and practice on his computer.
This course prepared for that students who are preparing for job interview.
This course prepared for IT Professional and working on live project on office.

What you'll learn:-
Integrate with External Systems from a Flow
Update Salesforce Records from a Flow
Launch a Flow from a Workflow Action
Options for Sending Emails from a Flow
Debug a Flow in Flow Builder
Add a Flow to a Lightning Page
Run a Flow in Flow Builder
Redirect Flow Users with a Local Action
Share the Flow URL or Create a Custom Button, Link, or Web Tab
Launch a Flow from a Process - Process Builder
Create an Object-Specific Quick Action That Launches a Flow

Account Record Page to Create a related Contact in Sale10:33
The Scenario Examples:-
Create Contact and link to the Account
Pass a record Id of Account into a Screen Flow
Screen flow will be placed on Account record page
Create Opportunity related to Account Run Screen Flow through Quick Action11:33
The Scenario Examples:-
Create a related Opportunity on Account record
Pass a record Id of Account in to Screen Flow
Launch Screen Flow through Quick Action
Upload a file related to Account base on Condition19:15
The Scenario Examples:-
Create an Account with File Attachment
Launch Screen Flow from Home page or App page
If Active picklist value is 'Yes' then will be send only an Attachment
How to create a case using screen flow and link to Account in Salesforce7:58
The Scenario Examples:-
Create a Case and link to the Account
Pass a Record Id into a Screen Flow
It will be launched on Account record page
Sub flow to Create Contact and Opportunity using Choice Set in Salesforce14:56
The Scenario Examples:-
Sub flow to create related record of Account based on User's choice picklist value.
Use the sub flow's input and output assignment to pass data between the parent flow and the sub flow.
Send Email using Email Action through Flow Builder if Lead is Created17:03
The Scenario Examples:-
Create a Lead from Screen Flow.
After create a Lead will be send an Email through Email Action.
Screen Flow will launch from Quick Action Button.
Create a Opportunity record with Lookup field from Screen Flow in Salesforce8:49
The Scenario Examples:-
In this screen flow we will create a record of Opportunity.
Here user have option to select an Account through lookup.
Screen flow will be launched on Custom App page.
Task will be created automatic through Action if Case is Create from Screen Flow13:35
The Scenario Examples:-
Create a Case and link to related Account.
After creation a Case a Task will be create through "Create Record" Element.
Task will be automatic assigned to the Owner of Account.
Screen Flow will be launched on Account record pa
Send Custom Notification upon Contact Creation on Account in Salesforce15:05
The Scenario Examples:-
Create a Contact on Account through Screen Flow
Send Custom Notification to Account Owner
Screen Flow will be launched from Account record
Send Email through Email Alert & Email Template in Salesforce9:38
The Scenario Examples:-
Create a Lead from Screen Flow
After create a Lead we will be send an Email Through Email Alert.
Screen Flow will launch from Quick Action Button.
If Opportunity is created on Account, then Event will be created automatically9:35
The Scenario Examples:-
If an Opportunity is created on Account, then Event will be created automatically through "Create Record" Element.
Newly Created Event assign to Owner of Account.
Task will be created automatic through 'Create Record Element' if Case is Create8:31
The Scenario Examples:-
Create a Case and link to related Account.
After creation a Case a Task will be create through "Create Record" Element.
Task will be automatic assigned to the Owner of Account.
Screen Flow will be launched on Account record page
If an Opportunity is created on Account, then Event will be created automatic9:34
The Scenario Examples:-
If an Opportunity is created on Account, then Event will be created automatically through Action
Newly created Event assign to Owner of Account

Create Contact automatically whenever Account is created6:12
The Scenario Examples:-
If an Account is created, then Contact will be created automatically and link to the related Account.
Check Condition to Create Contact automatically whenever Account is created6:20
The Scenario Examples:-
If Account is created, then Contact will be created automatically and linked to the related Account.
Match the criteria before create Contact, if Account Active is equal to "Yes" then only a Contact should be created to related Account.
If Account Type is Technology Partner then set Rating as Hot of Account Record5:51
Overview:-
Before trigger are used to update or validate record values before save to the database.
After trigger are used to access the field values if the triggering statement is complete in Salesforce
The Scenario Examples:-
If Account is created, and if Account type is "Technology Partner" then set Rating as "Hot".
Create a Contact Automatically and linked to the related Account4:42
The Scenario Examples:-
If Account is created, then create a Contact automatically and linked to the related Account.
How to use $Record and $Record__Prior value in Record-Trigger Flow6:14
Overview:-
$Record and $Record__Prior both are global variable in the Trigger Flow.
Old value will be available on the $Record__Prior
New Value will be available on the $Record

The Scenario Examples:-
How to use $Record and $Record__Prior value in Record Trigger Flow?
If Email of Contact record is Updated.
Then, Populate the Email of Prior (Old) value as well as new value in Description.
Update Parent to Child record without Loop using Record-Trigger Flow5:05
The Scenario Examples:-
Update Parent to Child record without Loop using Record-Trigger Flow
When Account Name is Updated then update the related Opportunity Name automatically through Record-Trigger.
Update Parent to Child record Using Loop Element in Record Trigger Flow10:41
The Scenario Examples:-
Update Parent to Child record Using Loop Element
When Account Name is Updated then updated the the related Opportunity Name automatically through Record-Trigger.
After Created Record Send an Email Action through Record Trigger Flow20:57
The Scenario Examples:-
After Created Record Send an Email Action through Record Trigger Flow
On Account Creation if Active Field Selected is 'Yes' then create one related Contact to the Account and Send an Email to Account Owner. Also update the Description field "Contact is Created".
On Account Creation if Active Field is Selected in "No" then Send an Email to Account Owner and update Description "Contact is not Created".
If Lead Source changed as "Web" then Send Custom Notification to a Public Group11:39
The Scenario Examples:-
Whenever Lead Source changed as 'Web' then Send Custom Notification to a Public Group.
Whenever Lead Status changed as "Closed Converted" then Delete the Lead Record4:41
The Scenario Examples:-
Whenever Lead Status changed as "Closed Converted" then Delete the Lead Record.
Populate Total No of related Record from Record Trigger Flow using Record Type23:59
The Scenario Examples:-
Populate Total No of Related Record from Record Trigger Flow using Record Type.
Create two Record Type on Contact name as "Scale Marketing" and "Customer Marketing".
Create two custom field on Account as A) Total Sales Marketing B) Total Customer Marketing
Then we will be populate the total number of related records of Sales Marketing and Customer Marketing on Contact Object.
Assign Permission Set to a User automatically upon User in Record Trigger Flow7:03
The Scenario Examples:-
Assign Permission Set to a User automatically upon User.
When User is updated then assign a Permission set to User automatically.
Create a Permission Set.
Create Record Trigger Flow.
Duplicate record check through flow and validation rule in record trigger flow9:31
The Scenario Examples:-
Duplicate record check through flow and validation rule.
Check Duplicate record based on Email Id with the help of Record Trigger Flow.
First, we will create a new Field as Checkbox on Lead Object.
Then, we will Create a Validation Rule.
In the Validation Rule will be check if Email Id already exist then do not allow to create new Lead.
If Lead is Created then Create a Post to Chatter record through Action in Record6:25
If Lead is Created then Create a Post to Chatter using Create Record Element7:29

How to use Schedule Trigger Flow to update the Opportunity Record?5:54
Overview:-
Launch a specified time and frequency for each record in a batch. This 'Auto launched' flow runs in background.
The Scenario Examples:-
How to Schedule Trigger Flow update the Opportunity Record.
Schedule Trigger will be run, If Lead Source is 'Web'.
Here we will be updating the Amount of Opportunity using Schedule Trigger Flow.
Schedule-Trigger Flow to update Lead where Lead Source is Web7:10
The Scenario Examples:-
Schedule-Trigger Flow to update Lead where Lead Source is Web.
Update Lead record where Lead source is 'Web'.
Put your website name in the Website field on Lead.
The Schedule-Trigger Flow Run on Weekly basis.
Schedule-Trigger Flow to Send an Email to Lead Owner when Rating is Hot12:02
The Scenario Examples:-
Send an Email to Lead Owner when Rating is 'Hot'.
Create a Checkbox field as 'Email Send to Owner' to track for Email Send or Not.
The Schedule-Trigger Flow Run on Daily basis.

How to call Autolaunched flow into a Subflow as a Record Trigger Flow Salesforce7:18
The Scenario Examples:-
How to use Sub Flow element on Record-Trigger Flow?
First, I need to create an Autolaunched flow and that Autolaunched flow you can call a sub flow as a record trigger flow.
If you want to call a process into more then one flows, so in that case Subflow will be beneficial. You can call in any number of record trigger flow as required.

Requirements

Basic Knowledge of Computer
Basic Knowledge of Internet Surfing
Basic Knowledge of Salesforce Admin Concepts
Basic Knowledge of Salesforce

Description

Salesforce Lightning Flow Builder is a powerful tool that allows users to create, automate, and streamline business processes within the Salesforce platform. It is part of Salesforce's suite of tools for building custom applications and automating various tasks without the need for extensive coding.

The Key Features of Salesforce Flow Builder:-

Drag-and-Drop Interface: The Flow Builder provides an intuitive drag-and-drop interface to create flows quickly and easily. Users can add various screen elements, decision elements, and actions by simply dragging them onto the canvas.
Screen Elements: Flow Builder offers a wide range of screen elements, such as text, input fields (like text, picklists, radio buttons), rich text, images, and more. These elements are used to collect data or display information to users during the flow.
Data Collection and Updates: Flows built with Screen Flow Builder can gather data from users and update records in Salesforce based on the information provided. It supports creating, updating, and deleting records.
Decision Elements: With decision elements, you can add conditional logic to your flows. Depending on the data entered by users or the data retrieved from Salesforce records, the flow can take different paths.
Action Elements: Action elements allow you to perform various actions during the flow, like creating records, updating fields, sending emails, making API calls, and more.
Integration: Screen Flow Builder can integrate with other Salesforce features, such as Lightning pages, Visualforce pages, or Lightning Web Components. This enables users to embed flows seamlessly into their Salesforce environment.
Validation and Error Handling: You can add validation rules and error handling to ensure that users enter correct and valid data during the flow. Error screens can be designed to display custom error messages.
Multi-Step Flows: Flows can have multiple screens, guiding users step-by-step through a process. This helps streamline complex tasks and ensures data consistency.

Overview:-

In this course I have covered complete syllabus of Salesforce Lightning Flow Builder as Screen Flow, Record Trigger Flow, Schedule Trigger Flow and Auto launched Flow with Real Time Scenarios.

Where you will be learn advanced technical scenarios based on projects live demo step-by-step guide from beginning to advanced level of Screen Flow Builder in Salesforce.

I have taken care of who are brand new to start Salesforce Career and want to grow their Career in Salesforce.

What you'll learn:-

Real time scenario to build screen flow
Real time scenario to build Auto launched flow
Different types of flows
Lightning Flow -Build Flows with Flow Builder
Lightning Flow Builder elements and Keyboard Shortcuts
Lightning Flow Builder
Customize the Error Message for Running Flow Users
Flow exception handling mechanism
Building Blocks of Flows
Activate or Deactivate a Flow
Integrate with External Systems from a Flow
Update Salesforce Records from a Flow
Launch a Flow from a Workflow Action
Options for Sending Emails from a Flow
Debug a Flow in Flow Builder
Add a Flow to a Lightning Page
Run a Flow in Flow Builder
Redirect Flow Users with a Local Action
Share the Flow URL or Create a Custom Button, Link, or Web Tab
Launch a Flow from a Process - Process Builder
Create an Object-Specific Quick Action That Launches a Flow

What will you be able to do after taking this course?

Screen Flow Builder:-

How to create a related Contact in Salesforce through Screen Flow?
How to create Opportunity related to Account through Quick Action?
How to Upload a file related to Account base on Condition in Salesforce?
How to create a case using Screen Flow and link to Account in Salesforce?
How to use Subflow to Create Contact and Opportunity using Choice Set in Salesforce?
How to Send Email using Email Action through Flow Builder if Lead is Created?
How to create a Opportunity record with Lookup field from Screen Flow in Salesforce?
How to Create a Case and link to related Account than Task will be create automatically through Action?
How to Send Custom Notification upon Contact Creation on Account?
How to Send Email through Email Alert & Email Template?
If Opportunity is created on Account, then Event will be created automatically through "Create Record Element" .
Create a Case and link to related Account than Task will be create automatically through "Create Record Element".
If an Opportunity is created on Account, then Event will be created automatically through Action.

Record Trigger Flow:-

How to Create Contact automatically whenever Account is created?
How to check Condition to Create Contact automatically whenever Account is created?
If Account Type is "Technology Partner" then set Rating as "Hot" of Account Record.
If Account is Created, then Create a Contact Automatically and linked to the related Account.
How to use $Record and $Record__Prior value in Record-Trigger Flow?
How to update Parent to Child record without Loop using Record-Trigger Flow?
How to update Parent to Child record Using Loop Element in Record Trigger Flow?
How to send an Email after created record through Record Trigger Flow?
Whenever Lead Source changed as "Web" then Send Custom Notification to a Public Group.
Whenever Lead Status changed as "Closed Converted" then Delete the Lead Record.
Populate Total No of related record from Record Trigger Flow using Record Type.
How to assign Permission Set to a User automatically upon User is updated?
How to check duplicate record check through flow and validation rule?
If Lead is Created then Create a "Post to Chatter record" through Action in Record Trigger Flow.
If Lead is Created then Create a "Post to Chatter" in Record Trigger Flow Using Create Record Element.

Schedule Trigger Flow & Auto launched Flow:-

How to Schedule Trigger Flow to update the Opportunity Record?
How to Schedule-Trigger Flow to update Lead where Lead Source is Web?
How to Schedule-Trigger Flow to Send an Email to Lead Owner when Rating is Hot?
How to call Autolaunched flow into a sub flow as a record trigger flow.

Who this course is for:

This course prepared for that students who learning from internet and practice on his computer
This course prepared for that students who are preparing for job interview
This course prepared for IT Professional and working on live project on office
Students who learning Salesforce Administrator
Students who learning Salesforce development

Salesforce Flow Builder with Complete Real Time Scenarios

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 18min

Screen Flow Scenario in Salesforce13 lectures • 2hr 36min

Record Trigger Flow Scenario in Salesforce15 lectures • 2hr 17min

Schedule Trigger Flow and Autolaunched Flow in Salesforce3 lectures • 25min

Autolaunched Flow in Salesforce1 lecture • 7min

Requirements

Description

Who this course is for: