Mastering Salesforce Flows

INTRODUCING

Mastering Salesforce Flows

A comprehensive training course to Crawl, Walk, Run & Fly with Salesforce Flows.

This newly updated course on Mastering Salesforce Flows (based on latest Spring ’23 release) is designed for Salesforce Professionals to learn how to create, deploy, test and manage Flows from scratch.

A training course of its kind that comes with exhaustive step-by-step guides with screenshots in addition to self-paced training videos.

You’ll leave the course confident in your ability to use Salesforce Flows in your projects to automate business processes and build custom UIs declaratively with no-code.

Training Course on Mastering Salesforce Flows
Salesforce Professionals Taking the Course Mastering Salesforce Flows

Before I tell you all about this course, let’s talk about who this is really for…

Mastering Salesforce Flows is for Trailblazers like you. You love Salesforce and you love automation, specially when it can be done using point-and-click declarative tool. No Code.
 
Whether you’re…
 
  • A Salesforce Administrator constantly looking for ways to help your organization improve its efficiency and productivity
  • A Salesforce Consultant who loves to come up with innovative, optimal solutions for your clients
  • A Salesforce Developer who wants to be aware of the declarative capabilities of the platform before going down the development route
  • A Salesforce Architect who wants to build Salesforce Well-Architected solutions that are trusted, easy & adaptable 
You’re in the right place!
 
Mastering Salesforce Flows will give you the knowledge, hands-on practice, inspiration, and unparalleled support on your journey to master the concepts and become a Flow Rockstar!

Core Modules

  • What is Salesforce Flows?
  • Types of Flows
  • Salesforce Flows – A Swiss Army Knife
  • Benefits of Salesforce Flows
  • Use Cases for Salesforce Flows
  • Order of Execution in Salesforce
  • Configure Process Automation Settings
  • Introduction to Flow Builder
  • How to Create a Flow?
  • How to Deploy the Flow?
  • Building Blocks of a Flow
  • Granting Access to Flows
  • Important Flow Terminologies
  • Introduction to Record-Triggered Flows
  • Global Variables in Flow
  • Create & Test “Before” Record-Triggered Flow
  • Create & Test “After” Record-Triggered Flow
  • Create & Test Record-Triggered Flow with “Scheduled Path”
  • Manage Record-Triggered Flows on an Object
  • Introduction to Scheduled-Triggered Flows
  • Create a Schedule-Triggered Flow to Close Cases
  • Debug & Test the Flow
  • Create a Schedule-Triggered Flow to Close Cases & Send Email
  • Debug & Test the Flow
  • Introduction to Autolaunched Flows
  • Create an Autolaunched Flow
  • Debug & Test the Flow
  • Deploy the Autolaunched Flow (Custom Button)
  • Introduction to Subflows
  • Deploy the Autolaunched Flow as Subflow
  • What is Platform Event in Salesforce?
  • Introduction to Platform Event Triggered Flows
  • Create a Platform Event-Triggered Flow
  • Test Platform Event-Triggered Flow
  • Introduction to Screen Flows
  • Create a Screen Flow
  • Add Flow to Lightning Page
  • Test the Screen Flow
  • Launch Flow From Quick Action
  • Multi-Column Screen Flow
  • Introduction to Fault Path in Flows
  • Understand Options to Handle Errors in a Flow
  • Add a Static Resource
  • Add Fault Path to Flow Element
  • Test Custom Error Message in Flow
  • Save Flow Errors in a Custom Object
  • Introduction to Dynamic Forms for Flow
  • Introduction to Pausing & Resuming Flow Interviews
  • Create Dynamic Form for Flow with Pause Option
  • Deploy Screen-Flow with Quick Action
  • Configure Salesforce Org to Pause & Resume Flows
  • Test Pausing & Resuming Flow
  • Introduction to Flow Templates
  • Create a Flow Template
  • Create Flow from Template
  • Flow Templates on AppExchange
  • Introduction to Using Flows with Apex
  • Create an Apex Class
  • Create a Flow with Apex Action
  • Test the Flow
  • Call Flow from Apex Code
  • General Flow Limits
  • Per Transaction Flow Limits
  • Flow Usage Based Entitlements
  • How To Debug Flows
  • 19 Flow Best Practices
Mastering Salesforce Flows Course Roadmap

And That's Not All!

In addition to the core modules of the course, you will also get the following FREE BONUSES so that your learning doesn’t stop. And it won’t with us!

Additional Guides

  • How to Email Related Records in Tabular Format from Flow
  • How to Use Data Table in Salesforce Flow
  • How to Automate Testing of Flows Declaratively
  • How to Show Progress Indicator in Salesforce Screen-Flows
  • How to Send Outbound Message From Flow
  • How to Call Flow From an API
  • How to Use Screen-Flow To Upload Files & Make it Mandatory

More bonuses to be added on an ongoing basis ….

New Release Features

  • 26 Salesforce Flows Spring ’23 Release Features
  • 30 Salesforce Flows Winter ’23 Release Features
  • 25 Salesforce Flows Summer ’22 Release Features
  • 25 Salesforce Flows Spring ’22 Release Features
  • 44 Salesforce Flows Winter ’22 Release Features

More release features to be added on an ongoing basis ….

Introducing "All Access" Pass on ASASAGARWAL.COM Academy!

From 1st May 2023, we have simplified our pricing plans & structure. Rather than having different membership plans (e.g. daily, monthly and annual) and different prices for different courses, we are now offering a simple and single pricing plan called “All Access” Pass.

We have also simplified our infrastructure so that you can access all the resources from one single place. We are calling this ASAGARWAL.COM Academy. (Earlier you needed to login to two different places – one for courses & another one to download guides.)

With “All Access” pass on ASAGARWAL.COM Academy, you now have access to our entire library of courses and guides at an annual fee of US$ 99 only. This pass will enable you to download 125+ step-by-step guides and provide access to our signature training courses “Mastering Salesforce Flows” & “Mastering Salesforce APIs”.

And we plan to add more guides, courses, webinar/workshops, resources, certification study group on an ongoing basis. All of this will be included in the “All Access” Pass. But this is a forward-looking statement. So please make your purchasing decision based on what is currently available.

GET ALL ACCESS PASS ON ASAGARWAL.COM ACADEMY

Or Watch Free Preview of This Course on ASASAGARWAL.COM Academy!

Click on the following button, sign up (free) and login to watch the to the free preview of this course “Mastering Salesforce Flows”

FREE PREVIEW ON ASAGARWAL.COM ACADEMY

What Our Participants Say About This Course!

Even with a fair usage of flows, I had quite a few ha ha moments and deeper understanding of many concepts. The guides are very nicely done and helpful reference. Love the “Birds Eye view” diagrams - filling in knowledge gaps beautifully. The instructor is prompt to answer your questions and does it thoroughly. Thanks Ashish!
Jeannine Robitaille
I have done various courses on Salesforce and watched many YouTube videos over the last few years - but Ashish Agarwal and his courses and blogs and tips are in a different league. They are quite outstanding - brilliantly presented and logical and easy to follow. I cannot recommend them more highly. Ashish also kindly helped me with a flow I was trying to create on a new org I am developing. A fantastic teacher , trainer and superb courses that are a must for anyone wanting to learn more Salesforce.
Hilary Hoolahan
Mastering Salesforce Flows is an outstanding course that truly starts at the beginning and will help you move as far as you want to go to master Flows. The course teaches the concepts and mechanics as you walk through projects which provide excellent real-life examples that will serve as templates for my future projects. The material is broken down very well and you will able to complete simple projects in no time. I have tried other courses and was frustrated. You won't be with this course. It is my go-to reference for all things FLOW.
Karen Yuschak
Before enrolling to Mastering Salesforce Flows, I have been referring for Youtube and blogs a lot to get a good grasp to Salesforce Flow. Since I was learning in random, it caused me quite a lot of frustration and confusion. After taking the first 3 modules of Mastering Salesforce Flow, I was able to grasp and connect the dot and got the big pictures on how flow works. I felt like I got a breakthrough. I believe the order of module and the sequence on how different concept were added gradually help me greatly to understand flow much faster. I am not longer intimidated ! I started to working on different scenarios after each module . I become more curious and had become resilient to solve difficult scenarios. I have still a lot to learn but this class really gave me wings to fly and try more on my own. In addition , Ashish is very helpful and answer any question without much delay (even though I am in different time zone) He is very thorough in his explanation and the fact that we can also access other students question help me to try their scenario and learn from their question . As a whole I have zero regrate joining this course !
- Dee Mak
Hello Ashish, Finally I got to finish this module. I must say “very good session and easy to understand.”. There are many free YouTube videos about SF Flows available which will confuse you so badly but the way you explain, it seems to be so simple to learn SF Flow. Thank you again for this wonderful Course. Your teaching skill is simply amazing. Looking forward to learn from you in future as well.​
- Kajal Kantaria
Hi Ashish, I have now gotten around to attending and finishing the course and it was super helpful. As an admin that hasn’t had the time to fully sit down and understand all the aspects of Salesforce Flows, this has given me a much better understanding of the basics, as well as more confidence to tackle any upcoming flow requests that may be coming my way at work! 🙂 I particularly appreciated your way of explaining everything step-by-step in a slow and clear way. It was also super helpful to hear the participant’s questions and comments throughout the modules. I look forward to attending future courses provided by you. Have a great weekend. Best, Maija
– Maija Kongo
Very glad to have attended Ashish’s workshop on Salesforce Flows. Found this to be a great foundational / intermediate workshop with excellent quality of content and instruction, perfectly paced to address attendee questions and with a number of lab exercises and clear step by step directions. Whether one is a high level functional type as I am or lean more technical, I would recommend this highly as time well spent to get a good grounding on the different types of Flows. Last, Ashish’s breadth and depth of knowledge about all things Salesforce, combined with his innate humility is most impressive.
- Jai Kamal
I've had to learn about Flow on the job, debugging existing Flows and doing a lot of searching to understand what's going on. This course gives me a structured and comprehensive approach to learning Flow and has been well worth the time spent. It is also very reasonably priced considering all the valuable resources that come with it. Thanks Ashish Agarwal and team! I'm looking forward to the updated version!
- Richard Esser
This course is amazing and I cannot recommend it more highly . The way it is presented and the clarity of thought and logic is just superb. I have done 2 other courses on flows and came away muddled and not really understanding how to do things. This course opened my eyes to the power of flows. It covers real business cases which makes it particularly useful as well. Thank you so much. I will be doing more of your courses.
Hilary
I really enjoyed this course. With Salesforce pushing us towards Flow, it really helped me get a better understanding of how they work. After taking the course I feel comfortable using Flows in solutions for my clients. If you do not feel comfortable using Flow, then this course is for you.
David
The step by step instructions for pre-work to be better prepared for the sessions is helpful. The lectures themselves are well paced and very infomative not leaving you feeling confused.
Tara Martin
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How Does it Work?

Mastering Salesforce Flows will give you the knowledge, hands-on practice, inspiration, and unparalleled support on your journey to master the concepts and become a Flow Rockstar!

Avoid sifting through jungle of information on the Internet. Avoid the overwhelm and confusion. Learn smart and learn fast!

 

1. Watch Training Videos

You will have access to training videos explaining the concepts & showing you demo of how to build Flows.

2. Do Lab Exercises

Follow our step-by-step downloadable PDF guide to complete the lab exercises at the end of each module.

4. Ask Questions

Use the discussion area to ask questions (if any) or sharing learnings.

3. Complete Challenges

Each module will contain additional challenges for you to complete based on your learnings.

Introducing "All Access" Pass

With “All Access” pass on ASAGARWAL.COM Academy, you now have access to our entire library of courses and guides at an annual fee of US$ 99 only. This pass will enable you to download 125+ step-by-step guides and and provide access to our signature training courses “Mastering Salesforce Flows” & “Mastering Salesforce APIs”.

Click on the following button, sign up (free) and login to watch the to the free preview of this course “Mastering Salesforce Flows”

FREE PREVIEW

Get All Access pass to access the training course “Mastering Salesforce Flows” and our entire library of guides and courses.

GET ALL ACCESS PASS

Our Happy Participants!

“The layout of the course was very well organized – logical and systematic. It was easy to follow. The fact that one can ask questions to the instructor is valuable. The instructor is very knowledgeable – his depth of understanding how Flows work is evident when difficult questions come up. Highly recommend!

- Maureen

Concepts are very clear and with this knowledge we can be master in flows implementation in any complex projects. I’m highly recommending mastering Salesforce flows course to my team.

 

 

- Murali

I have found the course so useful and helpful I cannot begin to express my gratitude. Before this course I was lost when it came to flows now I am confident





- Daniel Dowell

This course was clearly taught and well thought out. I walked away much more confident in my flow skills when it was complete. Thank you!

- Rachael

Thanks Ashish Agarwal for putting this together!! Taking your course and already applying and seeing positive impact!!

- Alexander Lee

Hi Ashish, I have purchased your flow tutorial. It is the best 👍👍.



- Natarajan Kanala

Well designed courses, well explained modules. Helps a lot to understand the various functionalities of Flows and the latest updates.

- Mathew Abraham

I like the detailed documentation and explanation. I feel more confident in flows now. Hope you can provide more scenarios.

- Nataraja

Without question, a top resource for learning, and with practice then Mastering, salesforce Flows. Definitely recommend investment of time to complete all modules. Just do it!

- Jay

Frequently Asked Questions

  • Individuals – Salesforce Administrators, Consultants, Developers or Architects who would like to master the concepts of Salesforce Flows and start using it in their Salesforce Org.​
  • Organizations – Salesforce customers, system integrators (SI), implementation partners and ISVs looking to upskill their team on Flows, reduce the technical debt and reduce the amount of customization in their Salesforce implementation.
  • This course is not intended for Salesforce end-users​
  • This course will also not be suitable for absolute beginners in Salesforce
  • The best way to get most out of this course will be do all the lab exercises. If you are not willing to commit to complete these lab exercises, you should probably not be joining this course.
  • Salesforce Certified Administrator and/or​
  • Salesforce Certified App Builder and/or​
  • Familiarity with Salesforce Lightning Experience (LEX)​

Hi, I am Ashish Agarwal having 30 Salesforce certifications and 1100+ trailhead badges. I have more than 25 years of experience in Information Technology out of which 12 years have been spent in Salesforce. I started with Salesforce as an admin and then moved on to become a consultant, solution architect, technical architect, and program architect. I have also worked with Salesforce in Singapore for 4+ years and have been an advisor architect to multiple large-scale implementations.

Taking a complex topic, breaking it down and simplifying it for others to understand and use is one of the areas I am passionate about. And this blog is a live example of that with hundreds of step-by-step guides, how-tos, tips & tricks.

Got More Questions?​

Still got questions that have not been answered? For any further assistance, information, or clarification, please fill in the contact form here or email us at contact@asagarwal.com.

On-Demand Live Online / Onsite Training for Corporates

Looking to train your team on Salesforce Flows? Please reach out to us through email at contact@asagarwal.com or submit the form here with the following details:

  • Name
  • Email
  • Company Name
  • Company Website
  • Approx. No. of Participants
  • Planned Training Date/Time (with Timezone)
  • Format (Onsite / Online)
  • Location (If onsite. City & Country)

Don't Miss Out!

If you haven’t had a chance to explore Salesforce Flows yet, don’t miss the opportunity to master one of the most powerful & promising features of Salesforce. Salesforce Flows is becoming a “must have” skill for Salesforce professionals that you just can’t afford not to know.

MY / BLOG CREDENTIALS:
30-salesforce-certifications
1100-trailhead-badges
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