Salesforce Visual Workflow Complete course
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Salesforce Visual Workflow Complete course

Click your way to automating business processes using Visual Workflow. Practical course to Model-Driven Development .
4.5 (8 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
102 students enrolled
Created by Deepika Khanna
Last updated 8/2017
Current price: $10 Original price: $190 Discount: 95% off
5 hours left at this price!
30-Day Money-Back Guarantee
  • 7.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • You will be able to build complex flows.
  • You will learn about Cloud Flow Designer tools.
  • The benefits of Visual workflow.
  • Invoking flows from Salesforce Objects
  • Building an app using visual workflow.
  • Invoking flows from visualforce pages
View Curriculum
  • Visual Workflow is available in Enterprise,Performance, Unlimited and Developer Editions.
  • You will need a computer with a modern web browser.
  • You will need a free Salesforce Developer org.

This course is for Salesforce developers, administrators, customers and partners who want to use Flow to automate their business requirements by click not code. Whether you are new to Salesforce or you are a expert, you will be able to master Flows.  

Note: This course doesn't require any programming or coding skills.

If you are looking to learn what Visual Workflow is and how to automate business processes using Flows, then you have come to the right place. You may be expecting this as "how to course" but its not true. The course goes beyond just a simple step-by-step how -to course.You will build real -time business processes using flow. 

The course is divided into multiple modules.Below is a quick overview of the course:

In the first module "Getting Started with Visual Workflow" ,we will learn about basic knowledge of Salesforce Visual Workflow. We will also create our free developer account which we will automate business processes using Visual Workflow. We will also discuss the benefits of using Salesforce Visual Workflow. You will also get an overview of Flow canvas and its elements.

In the 2nd module, "Creating your first flow" , we will pick a business process and we will see how to use a flow instead of Apex code to solve them. We will learn about Screen element, adding text to the screen and other components.

In the 3rd module, "Overview of Cloud Flow Designer Tool", talks about constant and Text template in Flow and then takes you toward the manipulation of data using Record elements. We will designs flows using Screen, Assignment ,Record Create, Fast Create, Record lookup, Fast Lookup and Decision elements. 

in the 4th module, "Creating a Wizard using Flow", we will build a wizard to interact with users. Through this example, we will learn about how to build a complex flow using Cloud Flow Designer. 

In the 5th module, "Salesforce Data and Loops",  talks about the concept of Collections and Loops.We will learn about Salesforce lookup, Salesforce updates and we will also create a flow that handles multiple records from Salesforce.

In the 6th module, "Building an App with Visual Workflow",  we will learn about subflows. We will see how to invoke the subflows from Main flow. This section talks about passing parameters from the salesforce object page to the Main flow and invoke flow from Salesforce object.

In the 7th module, "Creating survey with flow", we will create a survey using a Flow and also we will learn to invoke survey from a visualforce page. 

By the end of this course, you will become a master of Flows and you will able to build simple to complex business processes with clicks not code. See you in course :)

Who is the target audience?
  • This course is intended for those who want to use Flow to automate their business requirements by click, not code.
  • If you are new to Salesforce or you are a seasoned expert, you will be able to master Flow and Cloud Flow Designer.
  • No coding or programming experience is needed for this course.
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Curriculum For This Course
55 Lectures
Creating your first flow
4 Lectures 32:36

Working on our first Flow requirement

Create an Input Screen for Users
Overview of Cloud Flow Designer Tool
10 Lectures 01:58:30
Overview of Cloud Flow Designer tool

Understanding the Flow Designer User Interface

Tour the Cloud Flow Designer User Interface: Resources Tab

Adding Fields to Screen

Flow Decision Element: Extending Salesforce without code

How to create Salesforce records from a Flow?

Flow Record Lookup Element: How to use a Record Lookup ?

Flow Fast Create Element : How to use a Fast Create ?

Flow Fast Create Element continuation

Fast Create element part 3
Creating a wizard using a flow
13 Lectures 01:40:16
Business Requirement Overview to build a Wizard using Visual Workflow

Setting the start element in the flow

Adding a Picklist choice to a Flow

Connecting the flow elements

Adding fields to the screen element

Adding Textbox to capture data from user

Adding decision element and outcomes to a flow

Flow screen Element: Radio button fields

Using object fields in a flow

Building up the alternate path

Adding a decision element for the requirement

Displaying input fields values on the screen

Final Test for the flow
Salesforce Data and Loops
7 Lectures 01:05:44
Introduction to Loop and collection

Adding a Screen to capture city and state info

Fast lookup vs Record Lookup in Flows

Loop element: Iterating over a collection of sobject records

Assignment Element: Specify variables whose values you want to update

Fast update element in visual workflow

Test the flow
Building an App with Visual Workflow
13 Lectures 01:39:23
Requirement: Build a call center application

Hands On exercise: Adding custom objects for our requirement:Department &college

Hands OnAdding custom fields to the Account object

Adding variables for subflow

Adding Decision element to decide the transfer type

Build the path if the outcome is Department

Wrapping up the Subflow

Activating the Subflow

Main Flow: Creating Input Output variables for the Main flow

Designing the Main flow

Review Sub-flow and Main flow side by side

Invoking the Main flow from Custom button on Account Detail page

Testing the Main flow
Creating Survey with Flow
6 Lectures 28:42
Creating a Survey using a Flow

Adding Survey Object to capture survey data

Designing the Survey Flow

Creating the Survey Screen

Adding the survey information in the Salesforce org

Invoking flow from Visualforce page
About the Instructor
Deepika Khanna
4.2 Average rating
2,861 Reviews
23,752 Students
17 Courses
Software Developer,Blogger,Author

I am a Java/J2EE and salesforce developer, have been writing and working with software for the past 5 years. I currently live in Dallas/TX.

If your goal is to become one of these:

Android Developer

JAVA/J2EE Developer

Salesforce Developer

Then checkout my courses. I have close to 10000 students in and out of udemy. My passion is helping people around the world and guide them into the world of programming.

I am Oracle certified JAVA ,J2EE developer. I love coffee, music, exercise,coding and technology. See you in my course:)