Course: Mastering Salesforce Flows

Training on Salesforce Flows

Introducing “Mastering Salesforce Flows”, a training/workshop course that will get you up and running in Salesforce Flows from scratch and will turn you into a Flow master. And this course will not just teach you the tool but will also give you a framework on how to migrate your existing automations to Flows.

Flows is the future of automation in Salesforce and is a declarative tool. This is arguably one of the most powerful features of Salesforce. There are different types of Flows (like different tools in a Swiss army knife) that you can use for different purpose in different situations. Salesforce currently offers the following types of Flows:

Screen Flow: With Screen Flow you can create a custom UI (user interface) and guide users through a business process that can be launched from Lightning Pages, Experience Cloud (previously known as Community Cloud), quick actions and more.

Record-Triggered Flow: This Flow launches when is record is created, updated, or deleted. So far, we have used Apex triggers for these automations some of which can now be done using Flows.

Scheduled-Triggered Flow: This flow launches at the specified time and frequency for each record in a batch. Traditionally we have met this kind of requirement using Apex batch jobs.

Platform Event Flow: Launches when a platform event message is received. For example, you can pump the data from external system in Platform Events and then use Flows to split and save the records in different objects. 

Auto launched Flow: Launches when invoked by Apex, Process Builder or even REST API

With all these different types of Flows, how does the automation landscape in Salesforce now looks like? Well, we think now you can potentially replace the following with Flows. So

Rather than Using Use this
1. Workflow Rules
2. Process Builder
3. Apex Class
4. Apex Triggers
5. Apex Batch Jobs
6. Custom UI (Lightning Web Components)
7. Custom UI (Aura Components)
8. Custom UI (Visualforce Page)
Salesforce Flows

However, we are not saying that Flows can replace all your Apex, LWC, Aura & VF Pages. But there is a high chance that wherever you have used customization to meet your simple to medium complexity requirements, it can be done using Flows.

Why Use Flows?

The next question that you may have is what are the benefits of using Flows. Why you should use Flows if your existing components are working fine? In our opinion, you should considering moving to Flows because of the folllowing reasons:

  • You can standardize automations using Flows. Rather than using different tools and features of Salesforce (as mentioned in the table above), migrate those to Flows. Flows can become central source of all your automations making it easier to develop, maintain, administer and troubleshoot.
  • Flows is a declarative tool with a rich UI and rich set of features. There are a variety of actions that you can take in flows declaratively (e.g. create/update/delete records, post to chatter, submit records for approval, send emails). Rather than using Apex, LWC, Aura Components & Visualforce pages that has its own development & maintenance overheads, use Flows. As Parker Harris, CTO & co-founder of Salesforce says “Just Because It’s Possible to Write Code, Doesn’t Mean You Should Write Code“.
  • Salesforce continues to enhance Flows with every release. Just as an example, the Summer ’21 release of Salesforce, introduced about 33 features related to Flows. There have practically been no enhancements to other automation tools like Workflow Rules and Process Builders over the last few releases. And Visualforce pages and Aura components have now been superseded by Flows. By keeping or continuing to use these  outdated features of Salesforce, you will just keep accumulating technical debt.
  • Flow can be invoked from multiple places. You can invoke it from a button, embed it on your pages, invoke it when DML operations are performed, schedule to run it or even invoke it through REST API call.
  • Flows has the concept of Flow versions. If you want to enhance an existing Flow, you can create a new version from the existing one, test it and activate it. You don’t need to worry about breaking anything in your production environment, till you have fully tested it. And just in case if something goes wrong with the new version of the Flow, you can immediately revert to the previous version, till you fix your new version.
  • There are different pre-built Flows on AppExchange for different business requirements. These Flows have been developed by Force.com Labs as well as 3rd Parties. Rather than building a flow from scratch, you can use a pre-built one which will reduce the time and effort you need to spend and will increase the speed to market your solution.

About this Course

In this course, you will learn how to master Flows in Salesforce. If you have never used Flows, we are going to start from scratch, take the baby steps and build our way up to master it. We are going to Crawl -> Walk -> Run & Fly with Flows.

We will start with a brief introduction of Flows and explain the basic concepts and building blocks. We are then going to show you a live demo of how to build different types of Flows for different business requirements, explaining the process along the way. You will be required to build these flows yourself as an exercise and we will be there to handhold you whenever needed. 

We will then move to some of the advanced concepts like Subflows (when and where to use), error handling in Flows, why and how to pause and resume flows and how to marry Flows with Apex.

And finally in the Fly phase we are going to tell you everything you need to know about Flows. How do Salesforce  Governor limits apply on Flows, how to do you monitor the usage of Governor limits, how do you benchmark the performance of Flows. You will also learn how to create Flow templates, tips, tricks and best practices. And we will give you link to all the awesome resources to continue your journey to learn Flows.

But the proof of pudding is in eating. We can teach all we want but unless you start using it in your Salesforce Org, this course will not be of much value to you. So, in this last segment, we will give you a framework on how analyze the existing automations & components in your Salesforce Org and see which one of those can be migrated to Flows.

Now, let’s take a look at the course contents a little more in details.

Course Outline

1. Crawl – Introduction to Salesforce Flows
What is a Flow
Types of Flows
Use Cases for using Flows
Order in which Salesforce executes different automation features
2. Crawl – Understanding the Building Blocks of a Flow
Interaction – Screen, Actions, Subflow
Logic – Assignment, Decision, Loop, Collection Sort
Data – Create Records, Update Records, Get Records, Delete Records
3. Walk – Getting Started with Flows
How To Create Record-Triggered Flow (Before, After, Scheduled-Path)
How To Create Scheduled-Triggered Flow
How To Create Auto-Launched Flow
How To Create Platform Event – Triggered Flow
How To Create Screen Flow
4. Run – Getting Comfortable with Flows
How To Use Fault Path in Flow
How To Pause & Resume Flows
How To Use Flows with Apex
5. Fly – Getting Expert in Flows
How to Use Flow Templates
Flow Limits & How to Debug Flows
Flow Best Practices
6. Fly – Using Flows in Your Salesforce Org
Migrating to Flows in Your Salesforce Org
Comparing Flows with Other Automation Tools
Framework to analyze Migration to Flows

What’s Included in Course?

This is a self-paced course that you can do at your own time and convenience. This course will give you access to 

  • Training Videos (in HD 1080p) on Mastering Salesforce Flows
  • Downloadable Course Material in PDF Format Containing Step-by-Step Guide with Screenshots
  • Discussion area to Ask questions
  • Unlimited access
  • Free upgrades to newer versions of this course
  • iOS users will be able to download mobile app and do the course on mobile. The app will also allow you to access the videos and view offline. Unfortunately, currently this app is not available on Android.

We will also be introducing the following in coming weeks (i.e. by Sep/Oct 2021)

  • Closed Captioning / Subtitles in English for non-native English speakers
  • Quiz for each module so that you can validate your understanding

How this Works?

To know more about this course, the learning platform and how to this training is structured, please watch the following video.

Who Should Take This Course?

  • 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. With our on-demand batch offering, you can schedule a batch exclusively for your participants at a date and time that works for you.

Who Should NOT Take This Course?

  • This course is not intended for Salesforce end-users
  • This course will also not be suitable for absolute beginners in Salesforce 

Pre-requisites

Following are the suggested pre-requisites for this course. 

  • Familiarity with Salesforce Lightning Experience (LEX)
  • Salesforce Certified Administrator and/or
  • Salesforce Certified App Builder

If you are not sure on whether you should be doing this workshop, please send us an email at contact@asagarwal.com with your questions and we will respond to you as soon as we can.

Hands-On Exercises

For hands-on exercises, you will need to register for a Salesforce Developer Org. We recommend that you register for a new Developer Org prior to the workshop at URL https://developer.salesforce.com/

Try Before You Buy

Want to try it out before you decide to buy? We have made the entire module 1 & module 2 available as free preview for you to try it out. This includes the training videos, downloadable course material in PDF format and discussion area for you to ask questions. Experience the course and make sure that you are comfortable with this before you decide to buy.

Please click on the Enroll button below and click ‘Preview’ under Course Curriculum section to give it a go. You don’t even need to register for the preview.

Moneyback Guarantee

Mastering Salesforce Flows with 100% Money Back GuaranteeIn an unlikely event that you are not satisfied with the course, just let us know within 30 days of your purchase we will refund 100% of money back to you. No questions asked. Period.

 

(If you need any further assistance, information, or clarification, please email us at contact@asagarwal.com)

Come. Learn & Master One of the Most Powerful Features of Salesforce with me.

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