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Jeff Susich
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.
Read more
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.
Read more
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.
Register for this course and see more details by visiting:
OpenCourser.com/course/lwb7a6/salesforce
What's inside
Syllabus
Course Overview
Salesforce Execution Order
Understand Flow Elements, Resources, and Connectors
Create Record-triggered Flows
Read more
Syllabus
Course Overview
Salesforce Execution Order
Understand Flow Elements, Resources, and Connectors
Create Record-triggered Flows
Read more
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
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
Save this course
Save Salesforce Flow – Beginner to Advanced to your list so you can find it easily later:
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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
Show steps
Gather and organize course materials, such as notes, assignments, and quizzes, for easy reference during and after the course.
Show steps
-
Create a folder or notebook to store course materials.
-
Regularly add and organize materials as you progress through the course.
Identify Salesforce Flow mentors
Show steps
Identify experienced Salesforce Flow users who can provide guidance and support throughout your learning journey.
Show steps
-
Reach out to Salesforce Flow community experts.
-
Attend Salesforce events and meetups.
Review automations
Show steps
Review existing automations to refresh your understanding of Salesforce automation concepts.
Browse courses on
Workflow Automation
Show steps
-
Review documentation on Workflow and Process Builder.
-
Identify key components of existing automations, such as triggers, actions, and conditions.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Explore Salesforce Trailhead modules
Show steps
Complete Salesforce Trailhead modules on Flow, Automation, and related topics to supplement your learning.
Show steps
-
Search for Salesforce Trailhead modules related to Flow.
-
Enroll in relevant modules and complete the exercises.
Create practice flows
Show steps
Create practice flows to reinforce your understanding of Flow elements, design patterns, and execution order.
Browse courses on
Flow Elements
Show steps
-
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
Show steps
Join the Salesforce Flow community to connect with other learners and experts, ask questions, and share knowledge.
Show steps
-
Join the Salesforce Flow Community group on LinkedIn.
-
Participate in community discussions and ask questions.
Develop a Flow-based solution for a business problem
Show steps
Apply your Flow knowledge to solve a real-world business problem, such as automating a business process or improving efficiency.
Show steps
-
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.
Organize course resources
Show steps
Gather and organize course materials, such as notes, assignments, and quizzes, for easy reference during and after the course.
Show steps
Show steps
Show steps
- Create a folder or notebook to store course materials.
- Regularly add and organize materials as you progress through the course.
Identify Salesforce Flow mentors
Show steps
Identify experienced Salesforce Flow users who can provide guidance and support throughout your learning journey.
Show steps
Show steps
Show steps
- Reach out to Salesforce Flow community experts.
- Attend Salesforce events and meetups.
Review automations
Show steps
Review existing automations to refresh your understanding of Salesforce automation concepts.
Browse courses on
Workflow Automation
Show steps
Show steps
Show steps
- Review documentation on Workflow and Process Builder.
- Identify key components of existing automations, such as triggers, actions, and conditions.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Explore Salesforce Trailhead modules
Show steps
Complete Salesforce Trailhead modules on Flow, Automation, and related topics to supplement your learning.
Show steps
Show steps
Show steps
- Search for Salesforce Trailhead modules related to Flow.
- Enroll in relevant modules and complete the exercises.
Create practice flows
Show steps
Create practice flows to reinforce your understanding of Flow elements, design patterns, and execution order.
Browse courses on
Flow Elements
Show steps
Show steps
Show steps
- 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
Show steps
Join the Salesforce Flow community to connect with other learners and experts, ask questions, and share knowledge.
Show steps
Show steps
Show steps
- Join the Salesforce Flow Community group on LinkedIn.
- Participate in community discussions and ask questions.
Develop a Flow-based solution for a business problem
Show steps
Apply your Flow knowledge to solve a real-world business problem, such as automating a business process or improving efficiency.
Show steps
Show steps
Show steps
- 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 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.
Data Science
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.
Network Engineer
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.
IT Security
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.
Software Engineer
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.
Cloud Architect
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.
Systems Analyst
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.
Data Engineer
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.
DevOps 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.
Business Analyst
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.
Data 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.
Software Developer
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.
Project Manager
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.
Quality Assurance Analyst
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.
Technical Writer
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.
For more career information including salaries, visit:
OpenCourser.com/course/lwb7a6/salesforce
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.
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.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/lwb7a6/salesforce
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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
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