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.
Before I tell you all about this course, let’s talk about who this is really for…
- 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
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
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 150+ 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.
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”
What Our Participants Say About This Course!
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.
5. Take Quiz
Take quiz at the end of each module to test your knowledge.
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 150+ 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”
Get All Access pass to access the training course “Mastering Salesforce Flows” and our entire library of guides and courses.
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
- 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
- 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 34 Salesforce certifications and 1200+ 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
- 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.
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