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Salesforce Flow – Beginner to Advanced

This course will teach you the Salesforce execution order, Flow structure and limits, elements, components, resources, connectors, using variables, and creating, distributing, and troubleshooting all Flow types.

Salesforce is retiring Workflow and Process Builder in 2022, and existing automations need to be converted to Flows. In this course, Salesforce Flow – Beginner to Advanced, you’ll learn to use Flow to automate business processes. First, you’ll explore the structure of Flow – elements (interaction, logic, and data), resources, connectors, and Flow capabilities and limits. Next, you’ll discover how to create Flows of all types. Finally, you’ll learn how to distribute and troubleshoot Flows. When you’re finished with this course, you’ll have the skills and knowledge of Flow needed to use Flow to automate business processes and use Flow instead of Workflow and Process Builder.

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Syllabus

Course Overview

Salesforce Execution Order

Understand Flow Elements, Resources, and Connectors

Create Record-triggered Flows

Create Screen Flows

Create Schedule-triggered Flows

Create Autolaunched Flows

Create Login Flows

Create Apex Sharing Flows

Distribute Flows

Understanding Flow Limits and Debugging Flows

Create an Unmanaged Package

Additional Flow Resources and Tips

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Constructs a foundation for Salesforce automation

Takes learners from the beginner level through more advanced topics

Covers all Flow types in detail

Offers hands-on, practical examples

Taught by industry experts Jeff Susich

Appropriate for learners preparing for a career switch or beginning their journey in Salesforce

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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 Flow – Beginner to Advanced with these activities:

Organize course resources

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Gather and organize course materials, such as notes, assignments, and quizzes, for easy reference during and after the course.

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Create a folder or notebook to store course materials.
Regularly add and organize materials as you progress through the course.

Identify Salesforce Flow mentors

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Identify experienced Salesforce Flow users who can provide guidance and support throughout your learning journey.

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Reach out to Salesforce Flow community experts.
Attend Salesforce events and meetups.

Review automations

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Review existing automations to refresh your understanding of Salesforce automation concepts.

Browse courses on Workflow Automation

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Review documentation on Workflow and Process Builder.
Identify key components of existing automations, such as triggers, actions, and conditions.

Four other activities

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Explore Salesforce Trailhead modules

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Complete Salesforce Trailhead modules on Flow, Automation, and related topics to supplement your learning.

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Search for Salesforce Trailhead modules related to Flow.
Enroll in relevant modules and complete the exercises.

Create practice flows

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Create practice flows to reinforce your understanding of Flow elements, design patterns, and execution order.

Browse courses on Flow Elements

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Create flows of different types, such as record-triggered, screen, and scheduled flows.
Test and debug your flows to ensure they function as expected.

Join Salesforce Flow community

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Join the Salesforce Flow community to connect with other learners and experts, ask questions, and share knowledge.

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Join the Salesforce Flow Community group on LinkedIn.
Participate in community discussions and ask questions.

Develop a Flow-based solution for a business problem

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Apply your Flow knowledge to solve a real-world business problem, such as automating a business process or improving efficiency.

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Identify a business problem that can be solved using Flow.
Design and implement a Flow solution using best practices.
Test, debug, and optimize your Flow solution.

Career center

Learners who complete Salesforce Flow – Beginner to Advanced will develop knowledge and skills that may be useful to these careers:

Salesforce Developer

Salesforce Developers specialize in developing and implementing Salesforce solutions. Salesforce Flow – Beginner to Advanced is very useful to Salesforce Developers as its curriculum covers creating and distributing Flows, which are essential for developing Salesforce solutions.

See salaries and explore the career path for Salesforce Developer

Data Science

Data Science is the field of data mining, machine learning, and related methods that analyze large datasets to extract meaningful insights. Salesforce Flow – Beginner to Advanced is very useful to Data Scientists as its curriculum covers using data resources and connectors, which are essential for data analysis and machine learning.

See salaries and explore the career path for Data Science

Network Engineer

Network Engineers design, implement, and maintain computer networks. Salesforce Flow – Beginner to Advanced is very useful to Network Engineers as its curriculum covers using network resources and connectors, which are essential for network design and maintenance.

See salaries and explore the career path for Network Engineer

IT Security

IT Security professionals ensure the security of information systems. Salesforce Flow – Beginner to Advanced is very useful to IT Security professionals as its curriculum covers using security resources and connectors, which are essential for network security.

See salaries and explore the career path for IT Security

Software Engineer

Software Engineers are responsible for designing, developing, and testing software systems. Salesforce Flow – Beginner to Advanced is very useful to Software Engineers as its curriculum covers using code resources and connectors, which are essential for software development.

See salaries and explore the career path for Software Engineer

Cloud Architect

Cloud Architects are responsible for designing and implementing cloud-based solutions. Salesforce Flow – Beginner to Advanced is useful to Cloud Architects as its curriculum covers using cloud resources and connectors, which are essential for cloud architecture.

See salaries and explore the career path for Cloud Architect

Systems Analyst

Systems Analysts help define business needs and implement software solutions. Salesforce Flow – Beginner to Advanced may be useful to prospective Systems Analysts as it covers using variables, creating and distributing Flows, and troubleshooting all Flow types, which may be used in a variety of business processes.

See salaries and explore the career path for Systems Analyst

Data Engineer

Data Engineers are responsible for designing, building, and maintaining data pipelines. Salesforce Flow – Beginner to Advanced is useful to Data Engineers as its curriculum covers using data resources and connectors, which are essential for data engineering.

See salaries and explore the career path for Data Engineer

DevOps Engineer

DevOps Engineers are responsible for bridging the gap between development and operations teams. Salesforce Flow – Beginner to Advanced is useful to DevOps Engineers as its curriculum covers using continuous integration and continuous delivery (CI/CD) resources and connectors, which are essential for DevOps practices.

See salaries and explore the career path for DevOps Engineer

Business Analyst

Business Analysts help organizations define and implement solutions to business problems. Salesforce Flow – Beginner to Advanced may be useful to aspiring Business Analysts as it covers creating record-triggered and screen Flows, which are commonly used to automate business processes.

See salaries and explore the career path for Business Analyst

Data Analyst

Data Analysts collect, analyze, and interpret data to help businesses make better decisions. Salesforce Flow – Beginner to Advanced may be useful to budding Data Analysts as it covers creating reporting Flows, which can be used to collect and present data in a meaningful way.

See salaries and explore the career path for Data Analyst

Software Developer

Software Developers design, develop, and maintain software systems. Salesforce Flow – Beginner to Advanced may be useful to those interested in becoming Software Developers as it covers using components, connectors, and resources, which are essential for developing software solutions.

See salaries and explore the career path for Software Developer

Project Manager

Project Managers lead and manage projects from inception to completion. Salesforce Flow – Beginner to Advanced may be helpful to future Project Managers as it covers distributing Flows, understanding Flow limits, and troubleshooting Flows, which may be useful in managing projects.

See salaries and explore the career path for Project Manager

Quality Assurance Analyst

Quality Assurance Analysts ensure that software meets the requirements and specifications. Salesforce Flow – Beginner to Advanced may be helpful to QAs providing an understanding of Flow structure, elements, and components, which can be useful in testing software.

See salaries and explore the career path for Quality Assurance Analyst

Technical Writer

Technical Writers create and maintain documentation for software and other technical products. Salesforce Flow – Beginner to Advanced may be helpful to aspiring Technical Writers as it covers using variables, creating, and distributing Flows, which may be useful in documenting software solutions.

See salaries and explore the career path for Technical Writer

Reading list

We've selected one books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Salesforce Flow – Beginner to Advanced.

The Sales Wizard's Secrets of Sales Management :...

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Quick and easy guide to getting started with Flow Builder. It covers the basics of creating and deploying Flows, and it includes a number of helpful examples.

The Sales Wizard's Secrets of Sales Management :...

Paperback

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The Sales Wizard's Secrets of Sales Management :...

Kindle Edition

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Time

152 hours

Level

Introductory

Via

Pluralsight

Instructor

Jeff Susich

Language

English

Good to know

Constructs a foundation for Salesforce automation

Takes learners from the beginner level through more advanced topics

Covers all Flow types in detail

Offers hands-on, practical examples

Taught by industry experts Jeff Susich

Appropriate for learners preparing for a career switch or beginning their journey in Salesforce

Share and help others discover this course.

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