Streamline business processes and automate manual tasks across your organization by building no-code automation solutions with Flow Builder. In this 3-day class designed for administrators, our experts will introduce you to Screen and Record-Trigger Flows, in addition to various Flow elements and resources. Learn how to effectively create and manage Flows that champion automation best practices, solve for user requirements, and empower you to get more out of Salesforce.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

When you complete this course, you will be able to:
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.

1
  • FOUNDATIONS OF FLOW

  • Create Variables

    Understand Algorithms

    Explore Control Structures

    Examine Flow Best Practices


2
  • SCREEN FLOWS

  • Use Elements and Resources

    Control Field Visibility

    Manage Data and Navigation

    Surface a Flow

    Complete the Flow


3
  • RECORD-TRIGGERED FLOWS

  • Define Flow Triggers

    Use Flow Triggers to Replace Formula Fields

    Share Records with Flow


Audience

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).

Language

English

Prerequisites

$2,700

Length: 3.0 days (24 hours)

Level:

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Dec
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