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.
Author Name: Jeff Susich
Author Description:
Jeff is a Certified Salesforce.com System Administrator, Advanced System Administrator, Sales Cloud Consultant, Service Cloud Consultant, and Platform App Builder. He has been a Registered Salesforce Consulting Partner since 2011. He started using Salesforce as a user and self-taught system administrator. He took on a role as Senior VP of Sales and Marketing and found to his dismay that the company sales and support processes were being managed by paper files. Thus began his Salesforce.com bapti… more

Table of Contents

• Course Overview
  1min
• Salesforce Execution Order
  6mins
• Understand Flow Elements, Resources, and Connectors
  15mins
• Create Record-triggered Flows
  30mins
• Create Screen Flows
  25mins
• Create Schedule-triggered Flows
  8mins
• Create Autolaunched Flows
  7mins
• Create Login Flows
  11mins
• Create Apex Sharing Flows
  24mins
• Distribute Flows
  4mins
• Understanding Flow Limits and Debugging Flows
  6mins
• Create an Unmanaged Package
  4mins
• Additional Flow Resources and Tips
  5mins