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Deepika Khanna

Updated Course: 3/5/2023

  • Lecture 1: Invoking flows from Process Builder

  • Lecture 2: Invoke flows from Apex

Update Course: 2/21/2023

  • Lecture 1:  Added another example for Platform Event Triggered flow

  • Lecture 2: Login Flows in Salesforce

This course will get you up and running in Salesforce Flows from scratch and will turn you into a Flow master. There are many different automation options when it comes to Salesforce, but none are quit as powerful as Salesforce Flow.

Read more

Updated Course: 3/5/2023

  • Lecture 1: Invoking flows from Process Builder

  • Lecture 2: Invoke flows from Apex

Update Course: 2/21/2023

  • Lecture 1:  Added another example for Platform Event Triggered flow

  • Lecture 2: Login Flows in Salesforce

This course will get you up and running in Salesforce Flows from scratch and will turn you into a Flow master. There are many different automation options when it comes to Salesforce, but none are quit as powerful as Salesforce Flow.

This course is for admins/developers who are interested to learn the new Lightning automation tools. Also, this course is from basic to expert level with many live examples and each explained in detail with step-by-step implementation. This will help you to implement any real time business scenario. You will become an expert in Lightning flow builder to create any process automation with using all of flow elements. All the scenarios that I have covered in the course are real time flows that I have built in my previous workplaces.

After completing this course, you'll be able to:

  • Create Child Record with flows without writing a single line code.

  • Create Real time Screen Flows

  • Learn about Loops, Decision Element, update Record, Create Record element in flow.

  • Build real time complex flows

  • Update fields using flows.

  • Auto Update Child Records using flows

  • Email alert using flows

  • Scheduling emails

  • Auto Create Records

  • Auto Post to chatter

  • Invoking flow from object specific action and buttons

  • Invoking flow from home page

  • Create Platform Event Triggered flow

  • Debugging flows

  • Fault Path in Flow

  • Create Schedule Flows and monitoring them

  • Create Record Triggered flows

  • Publish platform events from external system and creating new records using flows

The course is made very concisely keeping in mind that all the relevant information regarding salesforce lightning flow builder is covered. Each and every topic is covered in very engaging and interesting manner. This course is not a power-point presentation but its a complete hands -on course so you can learn by doing.

What all the scenarios we will cover in this course?

  • Create a form to capture User details and store it in the Lead record and also display a newly created Lead link

  • Conditionally display fields on the screen

  • Create Survey Form to capture User Feedback

  • Add Email Alert whenever the user submit a survey.

  • Display Total count of Contact Records in Display Text

  • Update Case with new data captured from user

  • Send Email Alert on Case Close

  • Copy Account Billing Information on Related Contact Records

  • Validate User Input to capture valid phone number and email.

  • Capture Account, Contact and Case Information via screen and create Account, Contact and Case record related to each other.

  • Update newly created lead with default values

  • Update opportunity Description field whenever Opportunity Stage Changes

  • Schedule a flow to run daily

  • Create a record whenever a new Platform Event is published

At the end of the course, you will be able to solve simple to complex business use cases using the Lightning Flow Builder. I am updating this course on each release and will keep adding new content in this course regularly.

Happy Learning.

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What's inside

Learning objectives

  • They will learn to build complex business logic with lightning flows.
  • They will learn about screen flow, record-triggered flow, platform event triggered flow, schedule flows and autolaunched flow
  • They will learn to debug flows.
  • Learn to build complex screen flow and other types of auto-launched flow

Syllabus

In this section, we will learn about the different types of flows inside of salesforce. We will also learn about the different canvas elements to create flows.
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Introduction to the course
Salesforce Doubt Class Every Sunday at 10 AM CST
What are flows in salesforce?
Create Your Developer Account
Types of flows in salesforce: Screen Flow, Autolaunched, Record-Triggered
Quiz
A Screen Flow is called through a button or action, or displayed in a Lightning Page or the Utility Bar, and appears as a screen to the user to interact with. This cannot be automatically called.
Create our first Screen flow
Enhance our flow: Dynamically creating URL for Lead
Dynamic Show/Hide fields on Flow Screen
Create Screen Flow to capture Registered User Details
Create Record Element In Flow
Assignment
Platform event triggered flow: Connected app
Adding an Email Alert to the flow
What is a Decision Element in flow and how to use Decision Element in a flow?
Create an Object-Specific Quick Action That Launches a Flow
How to count total number of records in a collection variable?
Screen Flow to Update an existing Case record: Update Record Element in flow
Send Email Alert Notification through via whenever the case is Closed
Invoke Action from Flows
Salesforce Flow Loop Element: How do I create a loop in flow builder ?
Screen Flow: Update Collection of Records using Loop element and update element
Validate Users Inputs with Flow Formulas
Screen Flow : Assign newly created Case to Account and Contact
Screen Flow : Assign newly created Case to Account and Contact part 2
Test the Flow
Fault Path in Salesforce Flow
Record Triggered flow
How to activate a record-triggered flow that runs before the record is deleted?
Create Task and Post to chatter via Record Triggered Flow
Update child records field based upon parent record field
Update Related Records from Parent record
Schedule Trigger Flow
What is schedule-triggered flow in Salesforce? How do I schedule a flow?
Platform Event Triggered Flow
What is a platform event triggered flow?
Platform Event Triggered flow: Create a new record
Login Flows in Salesforce
What are login flows and how to create a login flow in salesforce?
Two Factor Authentication Login Flows In Salesforce Part 1
Two Factor Authentication Login Flows In Salesforce Part 2
Auto launched flow in Salesforce
What are Auto launched flows ?
Create Auto launched Flows in Salesforce Part 1
Create Auto launched Flows in Salesforce Part 2
Launch flow from Process Builder
Invoke Flow from Apex

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Explores advanced Salesforce Flow features and complex business logic
Teaches how to build complex screen flows and other auto-launched flows
Covers debugging flows and troubleshooting
Taught by Deepika Khanna, an experienced Salesforce instructor
Up-to-date content with regular course updates
Requires some prior knowledge of Salesforce Flows

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce Lightning Flows Complete Course with these activities:
Practice Creating Flows with Different Types
This activity will enhance your understanding of different flow types by providing hands-on experience, solidifying your skills.
Show steps
  • Create a Screen Flow to capture user details and store them in the Lead record.
  • Create a Record-Triggered Flow to update a case with new data captured from a user.
  • Create a Platform Event Triggered Flow to create a new record when a new Platform Event is published.
Show all one activities

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