Salesforce Flows: Get Started with Lightning Flow Builder from Udemy

Want to use Salesforce Lightning flow Builder to automate your business requirements?

Flow Builder replaces Cloud Flow Designer as the default tool for building flows in all Salesforce Classic and Lightning Experience orgs. Salesforce Lightning flow Builder course is for admins/developers who are interested to learn the new Lightning flow builder and automation tools. The course will take you through various automation possible with flows and will teach you how to solve basic to complex business use cases through a simple point and click method. The course also covers some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.

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

Update fields using flows.
Auto-create records
Get data from users using screens
Email alert using lightning flow builder
Auto Post to chatter
Invoking flow with process builder
Creating complex calculations with flows.
Flow Projects
The course is made very concisely keeping in mind that all the relevant information regarding salesforce lightning flow builder is covered. The Salesforce Lightning flow Builder course will help in creating various automation processes on the platform. This course is not a power-point presentation but it's a complete hands-on course so you can learn by doing.

At the end of the course, you will be able to solve simple to complex business use cases using the Lightning flow Builder. The course will give you the knowledge and hands-on experience on the lightning platform and the flow builder which is needed to take up the Salesforce platform app builder. I am updating and will keep adding new content to this course regularly.

Happy Learning.

What's inside

Learning objectives

Salesforce lightning flow builder
Salesforce flow builder resources
Salesforce flow builder elements
Salesforce visual workflow
Invoking flows from salesforce objects
Working with salesforce screen flows
Invoking salesforce flows from process builder

Invoking salesforce flows from custom button
Creating salesforce autolaunched flows
Scheduling salesforce flows
Using loops, decisions, assignments, get, create, and update elements in salesforce flow builder
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Salesforce lightning flow builder
Salesforce flow builder resources
Salesforce flow builder elements
Salesforce visual workflow
Invoking flows from salesforce objects
Working with salesforce screen flows
Invoking salesforce flows from process builder
Invoking salesforce flows from custom button
Creating salesforce autolaunched flows
Scheduling salesforce flows
Using loops, decisions, assignments, get, create, and update elements in salesforce flow builder
Show more
Show less

Syllabus

Introduction

Getting Started

What are Flows?

Creating First Lightning Flow

Getting Familiar with Flow User Interface

Building Hello World Flow

Adding Record Details to Flow

Flow Use Case

Screen Element

Assignment Element

Create Opportunity Record

Debugging Flow

Adding Flow on Homepage

Multi Column Screen

Quick Lead Flow

Send Email using Flow

Core Action - Email Alert

Sending Email Alert in a flow

Get a record & Use it In a Flow

Mass Email to Key Contacts Use Case

Get Record

Loop Through Multiple Records

Formula Variables

Record Collection

Update Records

Passing record id in flow

Add Screens to Your Flow

Display Custom Message

Display Open Opportunities

Record Triggered Flow

Capture Account owner change date

Flow to Update Record

Creating Simple Record Triggered Flow

Count number of Contacts

Trigger the Flow on Deletion

Email Alert to New User

Formula as Entry Conditions

Assertion Tests in Flows

Quick contact Create/update

Quick contact Create/Update Flow Use case

Adding Screen element to Get user Input

Find existing contact

Decisions element

Create or update contact

Testing Quick contact Flow

Project Overview

Time Dependent Flows

Creating Time dependent Email Alert

Time Dependent Flow

Discount Calculator

Creating Discount Calculator

Creating Survey

Survey Use Case

Creating Object from Excel Spreadsheet

Screen for Survey

Survey Create Record

Adding Image to Flow

Invoking Survey Flow

https://help.salesforce.com/articleView?id=flow_ref_elements_screencmp_lookup.htm&type=5

Fault Connector

Use fields from Object directly in Screens

Scheduling Flows

Scheduling Flow

Data table

Data table component

Update records with Data table

Collection Sort

Using Collection Sort Element

Using Flow to Make an HTTP Callout without Code

Use Case: HTTP Callout

Creating Named Credentials

Action: HTTP Callout

Testing Integration

Bonus

QnA

Quiz

Bonus Lecture

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Develops skills for Salesforce Admins and Developers to Automate Business Requirements

Utilizes Real-World Business Use Cases throughout Instruction

Facilitates Understanding of Flow Builder and Automating Tools

Strengthens Existing Foundation for Automation Concepts

Covers Skills Relevant for Salesforce Platform App Builder

Instructed by a Seasoned Salesforce Professional

Reviews summary

Engaging lightning flow builder course

Students say that this engaging course provides easy-to-follow explanations of the Lightning Flow Builder. With great instructors and well-structured lessons, this course is a perfect match for beginners looking to get started with Salesforce Flows. Many learners mentioned that the practical exercises were particularly helpful in their learning journey.

Logical structure

"Well-structured."

"I like the way the course is set up."

"Sal's background as a teacher really shows in the way she structures her courses and in the way she produces the content."

Engaging assignments

"simple to follow"

"I like the way the course is set up."

"makes the material engaging and easy to understand"

Great for beginners

"Loved the course. It was easy to learn as I am a beginner."

"Easy to understand for beginners."

"it is absolutely great! I am a total beginner and the explanations are great to understand the tarot clearly!"

Easy to understand

"good easy to understand"

"easy to understand and lots of examples"

"easy to follow, easy to understand"

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 Flows: Get Started with Lightning Flow Builder with these activities:

Review Salesforce Lightning concepts

Show steps

Reviewing basic Salesforce Lightning principles will reinforce your foundation in Salesforce and prepare you for the more advanced concepts covered in this course.

Show steps

Visit the Salesforce Help Documentation and read the Overview of Salesforce Flow Builder article.
Review the Lightning Flow Builder Basics Trailhead module.
Complete the Flow Builder Basics hands-on challenge.

Find a Salesforce Flow Builder expert to guide you

Show steps

Connecting with a mentor who has experience with Salesforce Flow Builder will provide you with personalized guidance and support throughout your learning journey.

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Attend Salesforce community events and meetups.
Join online Salesforce forums and discussion groups.
Reach out to Salesforce professionals on LinkedIn.
Ask your colleagues for recommendations.

Review Salesforce Flow Builder Concepts

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Review the basic concepts of Salesforce Flow Builder, including its elements and how they work together.

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Read the Salesforce Help documentation on Flow Builder.
Watch a few introductory videos on Flow Builder.

Six other activities

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Practice building simple flows

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Building simple flows will help you apply the concepts you've learned and solidify your understanding of the Lightning Flow Builder.

Show steps

Create a flow that updates a field on a record.
Create a flow that creates a new record.
Create a flow that sends an email alert.

Create a Simple Flow

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Create a simple flow to automate a basic task, such as sending an email.

Browse courses on Flow Elements

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Choose a simple business process to automate.
Create a new flow in Flow Builder.
Add the necessary elements to the flow.
Activate the flow.
Test the flow.

Collaborate with a Peer on a Flow Project

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Work with a peer to create a flow to automate a business process.

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Find a peer who is also taking the course.
Choose a business process to automate.
Divide the work between you.
Create the flow.
Test the flow.

Follow Trailhead modules to learn more about advanced flow concepts

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Trailhead modules provide interactive tutorials that will introduce you to advanced concepts in the Lightning Flow Builder, expanding your knowledge and skills.

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Complete the Lightning Flow Builder: Advanced Concepts Trailhead module.
Complete the Lightning Flow Builder: Visual Workflow Trailhead module.
Explore other Flow Builder Trailhead modules that align with your learning goals.

Mentor a Peer on Flow Builder

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Share your knowledge of Flow Builder with a peer who is just getting started.

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Find a peer who is interested in learning more about Flow Builder.
Set up a time to meet with them.
Share your knowledge and experience with them.
Answer their questions.
Provide them with feedback on their flows.

Contribute to a Salesforce Flow Builder open-source project

Show steps

Contributing to an open-source Salesforce Flow Builder project will provide you with hands-on experience and insights into the practical applications of flow building in various scenarios.

Show steps

Find an open-source Salesforce Flow Builder project on platforms like GitHub.
Review the project's documentation and understand its purpose.
Identify an area where you can make a contribution.
Submit a pull request to the project's repository.
Collaborate with the project maintainers to improve your contribution.

Career center

Learners who complete Salesforce Flows: Get Started with Lightning Flow Builder will develop knowledge and skills that may be useful to these careers:

Salesforce Developer

The Salesforce Developer oversees the technical implementation of Salesforce software for organizations. They analyze, design, build, and manage Salesforce solutions to meet business and technical requirements. With Lightning Flow Builder, you can create advanced automation and workflow in Salesforce, which is a valuable skill for Salesforce Developers. The course will provide you with the knowledge to develop and implement Lightning Flows for various business needs, which could make you a more competitive candidate for Salesforce Developer roles.

See salaries and explore the career path for Salesforce Developer

Salesforce Administrator

The Salesforce Administrator manages, customizes, and supports Salesforce software implementations within an organization. This role may involve managing user access, security settings, and data integrity. Knowledge of Lightning Flow Builder is a valuable skill for Salesforce Administrators, as it allows them to automate tasks and processes, improving efficiency and productivity. The course will help you build a solid foundation in Lightning Flow Builder, which could make you a more effective Salesforce Administrator.

See salaries and explore the career path for Salesforce Administrator

Business Analyst

The Business Analyst gathers and analyzes business requirements, translates them into technical specifications, and designs solutions to meet those requirements. Knowledge of Salesforce Lightning Flow Builder can be beneficial for Business Analysts as it enables them to understand and design automated business processes. The course will provide you with the skills to use Lightning Flow Builder to create solutions that meet business needs and improve efficiency.

See salaries and explore the career path for Business Analyst

Salesforce Consultant

The Salesforce Consultant advises clients on Salesforce implementation and optimization. They help organizations identify their business needs and develop and implement tailored Salesforce solutions. Having knowledge of Lightning Flow Builder can enhance your understanding of Salesforce's capabilities and enable you to provide more effective consulting services. The course will help you gain the expertise necessary to guide clients in leveraging Lightning Flow Builder for their business processes.

See salaries and explore the career path for Salesforce Consultant

Data Analyst

The Data Analyst analyzes data to identify trends, patterns, and insights for decision-making. Knowledge of Salesforce Lightning Flow Builder can be beneficial for Data Analysts as it allows them to automate data-related tasks, such as data extraction, transformation, and analysis. The course will provide you with the skills to use Lightning Flow Builder to streamline your data analysis processes, enabling you to derive insights more efficiently.

See salaries and explore the career path for Data Analyst

Process Automation Specialist

The Process Automation Specialist designs, develops, and implements automated solutions to streamline business processes. Knowledge of Salesforce Lightning Flow Builder is essential for Process Automation Specialists, as it enables them to create and manage automated workflows. The course will provide you with the expertise to use Lightning Flow Builder to automate complex processes, improve efficiency, and enhance productivity.

See salaries and explore the career path for Process Automation Specialist

Salesforce Architect

The Salesforce Architect designs and implements complex Salesforce solutions for organizations. They have a deep understanding of Salesforce's technical capabilities and industry best practices. Knowledge of Lightning Flow Builder is important for Salesforce Architects as it allows them to design and build scalable and efficient automation solutions. The course will provide you with a comprehensive understanding of Lightning Flow Builder, enabling you to create innovative solutions that meet the needs of complex organizations.

See salaries and explore the career path for Salesforce Architect

Software Engineer

The Software Engineer designs, develops, and maintains software applications. While not specific to Salesforce, knowledge of Lightning Flow Builder can be beneficial for Software Engineers who work on Salesforce-related projects. The course will provide you with the skills to use Lightning Flow Builder to create custom automations and integrate Salesforce with other systems, making you a more valuable asset to development teams.

See salaries and explore the career path for Software Engineer

IT Consultant

The IT Consultant provides technical advice and support to organizations. They help businesses identify and implement technology solutions to meet their needs. Knowledge of Salesforce Lightning Flow Builder can be beneficial for IT Consultants who work with Salesforce clients. The course will provide you with the expertise to understand and support Lightning Flow Builder implementations, enabling you to provide valuable guidance to your clients.

See salaries and explore the career path for IT Consultant

Project Manager

The Project Manager plans, executes, and controls projects to achieve specific goals. Knowledge of Salesforce Lightning Flow Builder may be useful for Project Managers who work on Salesforce-related projects. The course will provide you with an understanding of Lightning Flow Builder, enabling you to better plan and manage Salesforce projects that involve automated processes.

See salaries and explore the career path for Project Manager

Salesforce Support Engineer

The Salesforce Support Engineer provides technical support to Salesforce users. They troubleshoot issues, resolve problems, and provide guidance on Salesforce products. Knowledge of Lightning Flow Builder can be beneficial for Salesforce Support Engineers as it enables them to better understand and support customers using Lightning Flow Builder. The course will provide you with the skills to troubleshoot and resolve issues related to Lightning Flow Builder, making you a more effective support engineer.

See salaries and explore the career path for Salesforce Support Engineer

Data Integration Specialist

The Data Integration Specialist designs, develops, and implements data integration solutions. Knowledge of Salesforce Lightning Flow Builder can be beneficial for Data Integration Specialists who work on Salesforce projects. The course will provide you with the skills to use Lightning Flow Builder to automate data integration processes, enabling you to create seamless and efficient data flows between Salesforce and other systems.

See salaries and explore the career path for Data Integration Specialist

Business Systems Analyst

The Business Systems Analyst analyzes and designs business systems to meet the needs of organizations. Knowledge of Salesforce Lightning Flow Builder can be beneficial for Business Systems Analysts who work on projects involving Salesforce. The course will provide you with an understanding of Lightning Flow Builder, enabling you to better design and analyze business systems that incorporate automated processes.

See salaries and explore the career path for Business Systems Analyst

Application Developer

The Application Developer designs, develops, and maintains software applications. While not specific to Salesforce, knowledge of Lightning Flow Builder can be beneficial for Application Developers who work on Salesforce-related projects. The course will provide you with the skills to use Lightning Flow Builder to create custom automations and integrate Salesforce with other systems, making you a more valuable asset to development teams.

See salaries and explore the career path for Application Developer

Data Scientist

The Data Scientist uses data analysis and machine learning to solve business problems. Knowledge of Salesforce Lightning Flow Builder may be useful for Data Scientists who work on projects involving Salesforce data. The course will provide you with an understanding of Lightning Flow Builder, enabling you to incorporate automated processes into your data science workflows.

See salaries and explore the career path for Data Scientist

Salesforce Flows

Get Started with Lightning Flow Builder

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What's inside

Learning objectives

Syllabus

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Reviews summary

Engaging lightning flow builder course

Activities

Career center

Reading list

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