Course Overview
This class is designed for experienced Salesforce Administrators with little or no Flow experience who need to streamline business processes with no-code automated solutions. This class is not recommended for developers.
However, if you are a developer interested in learning Flow, we highly recommend Declarative Development for Platform App Builders in Lightning Experience (DEX403).
Course Objectives
- Create automated no-code solutions with Salesforce Flow.
- Analyze use cases and effectively translate requirements into design plans that detail accurate Flow building processes.
- Understand and leverage various Flow types, elements, and resources.
- Build Screen Flows and manage screen layouts and field visibility.
- Implement Flows on Home and Record pages.
- Automate business processes by creating Record-Triggered Flows (based on record create, update, or delete) to perform specific actions.
- Identify best practices for creating and managing Flows.
Course Content
Foundations of Flow
- Create Variables
- Understand Algorithms
- Explore Control Structures
- Examine Flow Best Practices
Screen Flows
- Use Elements and Resources
- Control Field Visibility
- Manage Data and Navigation
- Surface a Flow
- Complete the Flow
Record-Triggered Flows
- Define Flow Triggers
- Use Flow Triggers to Replace Formula Fields
- Share Records with Flow