Automate No-Code Solutions Using Flow

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).

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.

Foundations of Flow

• Create Variables
• Understand Algorithms
• Explore Control Structures
• Examine Flow Best Practices

Screen Flows

• Use Elements and Resources
• Control Field Visibility
• Manage Data and Navigation
• Surface a Flow
• Complete the Flow

Record-Triggered Flows

• Define Flow Triggers
• Use Flow Triggers to Replace Formula Fields
• Share Records with Flow