Salesforce Visual Workflow Complete course

Create a simple flow screen in Salesforce visual workflow by adding a display text greeting, naming the screen, and formatting the message for testing in the cloud flow designer.

Build a two-screen Salesforce visual workflow by adding a middle input screen, wiring screens, and showing a final text message with finish and previous controls.

Create a Salesforce visual workflow input screen that collects the user's name with a required text box and shows a personalized thank-you message before the end screen.

Explore the flow designer palette, including step, screen, decision, assignment, data operations, and static actions like send email and submit for approval.

Explore the resources tab in the cloud flow designer to learn to create updateable values, data types, collections, sobjects, scopes, formulas, and choices for a Salesforce flow.

Learn to implement a flow decision element in Salesforce Visual Workflow without code to route users by age. Display messages for eligible to vote or must be 18 or older.

Learn how to use the flow record lookup element to fetch the first Salesforce record that meets specific criteria, map its fields to flow variables, and display contact details.

Learn to use the flow fast create element to build a new account record in Salesforce, with input screens, verification, and a thank-you message, comparing fast create with record create.

Create and verify account data across screens, then map user input to an s object variable and use the fast create element to build a new account record.

Create an account record with the fast create element in a Salesforce visual workflow by binding inputs to an object variable for name, site, phone, type, and industry.

Translate real time requirements into a visual workflow wizard that guides account creation for personal savings and money market accounts, with required fields, SSN, and rate logic.

Learn to set the start element in a Salesforce visual workflow by building a wizard that collects first and last names, salutations, and an introduction screen.

Design a second screen in the Salesforce visual workflow to collect account type, add a picklist with personal savings and money market, connect screens, and run the flow.

Connect flow elements in Salesforce Visual Workflow to collect name, address, and account type across screens. The final screen captures phone numbers with a sales script and required fields.

Create a Salesforce workflow screen that captures a user’s SSN or tax ID using a text box, labeling and validating input before routing to a savings or money market decision.

Add a Salesforce visual workflow to route users to money market or personal savings screens based on account type using a decision element and outcomes.

Build a money market flow screen with radio buttons for high yield or low yield terms, including 5% over 10 years and 2% over 5 years.

Explore building a money market review screen in a Salesforce flow, displaying user selections (name, address, SSN, contact numbers, account type, and money market term) for final review.

Add a decision element named is interest high in the Salesforce visual workflow to route high or low interest based on a checking account number, with a numeric variable interest.

Navigate the Salesforce visual workflow to display user inputs on the personal savings review screen, showing account details, personal information, and conditional interest rates based on a checking account number.

Test and validate the Salesforce workflow by running test cases for money market and personal savings accounts, comparing high yield and low yield options and checking account impact on interest.

Explore how to work with collection variables and an s object collection, plus loops, in Salesforce flows to iterate over accounts and update shipping and billing information.

Create a new screen in a Salesforce flow to capture city and state with two required text boxes, set as the start element, save, and run to test.

explore fast lookup in flows by retrieving accounts by billing city and state, storing results in an account collection, and preparing shipping and billing fields for updates.

Learn to loop over an account collection in ascending order, store each as the current account, and present an editable details screen for shipping and billing.

Test the flow updates shipping addresses by fetching accounts by city and state, copying billing to shipping details, and using a fast update to push changes back to Salesforce database.

Create two custom objects, college and department, with fields for name and phone number; add sample records such as Humber College and George Brown College; configure tabs and visibility.

Create a picklist field for student type on the account object, add a college lookup to link accounts to colleges, and build two custom objects for college and department information.

Create variables for a subflow in a Salesforce flow, including transfer type, department name, college name, and phone number, with input from the main flow.

Create a transfer type decision to route to department or college, passing the type from the flow to a subfloor, then look up department name to fetch the phone number.

Build the transfer to department path in Salesforce visual workflow, guiding the call center through lookups, hold, dial, and transfer with department name and phone number, plus a fault path.

Wraps up the subflow by routing students to the correct college or department, performing record lookups to fetch phone numbers, and detailing call center scripts for transfers.

Define input/output variables in the main flow for account number, student name, student type, and college name, enabling data transfer from the account detail page to the main and subflows.

design the main flow in salesforce visual workflow by adding an intro screen, a student type decision, and graduate and undergraduate subflows, passing transfer type and department or college name.

Invoke the main flow from a new custom button on the account detail page, passing account name, number, student type, and college name, then add the button to the layout.

Test the main flow by triggering it from a custom call center button, passing student name, account number, and student type to route graduates to the correct department.

Create surveys with visual workflow by guiding customers from welcome screen to service screen, capture responses, and store them in a survey object with a customer name field for reporting.

Add fields to the survey object, including comments, feedback text areas, and a rating, set visibility to all profiles, save, and store customer answers for survey flow with visual votes.

Design Salesforce visual workflow to create a survey flow with a welcome screen and a permission radio button, routing yes to the survey path and no to a thank-you screen.

Create the survey flow with a thank you screen and a survey screen for name, comments, feedback, and rating; store responses in the survey object via Salesforce record creation.

Build a Salesforce flow to collect a survey, store responses in a custom survey object via a record create element, map fields from user input, and show a thank-you screen.

Enable development mode, create a Visualforce page, and invoke a flow using its unique name to collect survey data with configurable sidebar and header, storing results in a survey object.