Salesforce Lightning Flows | A Journey To No-Code Automation
- Description
- Curriculum
- FAQ
- Reviews
Salesforce Flow is a robust business automation tool that empowers admins with capabilities typically reserved for developers, making it the premier choice for handling complex business requirements. With Salesforce retiring other automation tools like workflow rules and process builder , it is now advisable to use flows for business process automation.
Flows allows you to build complex business automation using clicks instead of code. As an admin, Flows are going to be your best companion because you will be able to handle the majority of complex business requirements without the help of a Salesforce developer!
This course covers a wide range of topics, including:
-
Understanding the building blocks of Flow – Elements, Resources
-
Building, debugging, and launching flows in Salesforce Lightning
-
Understanding different flow types and selecting the appropriate type for specific needs
-
Error handling in flows
-
Real Work Business Scenarios And Step by Step Implementation
-
Integrate Salesforce With External APIs Using HTTP Call Outs
-
Best practices and tips
-
Working with collections, external APIs integration, external system integration
-
Use of Get, Create, and Update data elements
-
Use of logical operators such as Decisions, Assignments, and Collection Filters
-
Use of Loops, Formulas, Text Template
-
Fast Field Updates (Before Save) Flows
-
Actions & Related Records (After Save) Flows
-
Use of Email Action, Email template in Flows
-
Platform Event Triggered Flows
-
Time dependent Flows
-
Exchange Rate API Integration etc
By mastering these skills, you can leverage the full potential of Salesforce Flow to meet diverse business automation needs.
-
5
Screen Flow | Create New Record | Business Use Case -
6
Screen Flow | Create New Record | Implementation | Building Flow
What will you learn:
Create a new screen with the form to get user inputs
Launching a screen flow from lighting page
Use of create records element
User defined Variables & System Defined Variables
-
7
Screen Flow | Create New Record | Implementation | Debug Flow
What will you learn
Troubleshooting a Flow that fails
Use DEBUG option to test and diagnose issues
-
8
Screen Flow | Create New Record | Implementation | Activate Flow
What will you learn
Activate Flow
Add Screen Flow In Lightning Page
Test Flow using proxy login
-
9
Screen Flow | Implementation | Configure user access to run the flow
What will you learn
Various available options to configure flow access for users
Configure via Profile or Permission Set
Restrict access via specific Profiles or Permission Set
-
10
Screen Flow | How To Use Lookup Component
What will you learn
Use of Lookup Component in screen flow
Configure Lookup Component options
Read selected record Id from Lookup component
-
11
Screen Flow | Error handling | Business Use Case
What will you learn
Use of Fault Path
Create a case record using ‘create records’ element
Use Global Variable to find current user details
Use Global Variable to find error details
Introduce success & error screen
-
12
Screen Flow | Error handling | Implementation | Using Fault Path - Part I
Key learnings:
- Use of Fault Path Connector
- Use of Create Records Element
-
13
Screen Flow | Error handling | Implementation | Using Fault Path - Part II
What will you learn
Use of Fault Path
Create a case record using ‘create records’ element
Use Global Variable to find current user details
Use Global Variable to find error details
Introduce success & error screen
-
14
Screen Flow | How to Show Dynamic Link To Newly Created Record
What will you learn
Configure record link dynamically and navigate user to the record page
Launching a screen flow from Quick Action
Significance of $recordId
-
15
Screen Flow | How To Show New Record Link In Show Toast Message Pop Up - Part I
What will you learn
Configure record link dynamically and allow user navigate to the record page
Show success or error message in-line with Salesforce default theme
Install and use external packaged component in Flow action
Use of Actions
-
16
Screen Flow | How To Show New Record Link In Show Toast Message Pop Up - Part II
What will you learn
Configure record link dynamically and allow user navigate to the record page
Show success or error message in-line with Salesforce default theme
Install and use external packaged component in Flow action
Use of Actions
-
17
Screen Flow | How to Launch From Quick Action - Part I
What will you learn
Create a new screen with the form to get user inputs
Launching a screen flow from Quick Action
Significance of $recordId
How to expose a variable to receive input from the external caller
-
18
Screen Flow | How to Launch From Quick Action - Part II
What will you learn
Create a new screen with the form to get user inputs
Launching a screen flow from Quick Action
Significance of $recordId
How to expose a variable to receive input from the external caller
-
19
Screen Flow - How To Send Entire Record From Quick Action To Flow
What will you learn
Launching a screen flow from Quick Action
How to expose a variable in Flow to receive input from record page
Significance of $recordId variable and data type assignment to send entire record data to Flow
-
20
Screen Flow - Understanding Loop Element & Collections - Part I
What will you learn:
Create collections variables to hold multiple values / records
Use loop element to process each value / record in a collection
-
21
Screen Flow - Understanding Loop Element & Collections - Part II
What will you learn:
Create collections variables to hold multiple values / records
Use loop element to process each value / record in a collection
-
22
Launch Flow From Quick Action & Process Bulk Data Using Collections - Part I
What will you learn:
Launch Flow from Quick Action
Create collections variables to hold multiple values / records
Use loop element to process each value
Manage records To Update In a collection
Do a bulk update operation
-
23
Launch Flow From Quick Action & Process Bulk Data Using Collections - Part II
What will you learn:
Launch Flow from Quick Action
Create collections variables to hold multiple values / records
Use loop element to process each value
Manage records To Update In a collection
Do a bulk update operation
-
24
Screen Flow | How to Use Data Table Input Component
Quick Update: Since Spring'23 , Data table component has become GA and no longer in beta
What will you learn
Add a screen flow on lightning record page
Pass entire record data to the flow
Use Data Element - Get records
Show list of records in tabular format
-
25
Screen Flow | How to Use Data Table | Use Case & Implementation
Quick Update: Since Spring'23 , Data table component has become GA and no longer in beta
What will you learn
Add a screen flow on lightning record page
Pass entire record data to the flow
Use Data Element - Get records
Show list of records in tabular format
-
26
Screen Flow - How To Use Choice Lookup Component To Filter Records
-
27
Screen Flow | Implement Choice Lookup With A Business Use Case
-
28
Quick Overview
-
29
Simple Record Triggered Flow To Update a Field
What will you learn
Significance of $Record global variable
Fast Field Updates / Before Save Flow
Use of assignment element
Use update records element
-
30
Debug A Flow that fails
-
31
Create Test Cases Declaratively & Automate Salesforce Flow Testing - Scenario 1
What will you learn
Use of Debug option to troubleshoot flow that fails
Debug Flow options
Convert Test Data and preserve for future testing
-
32
How to Handle Errors & Send Back Custom Error Message - Scenario 1
What will you learn
Display error message on the screen
Use of Custom Error Element
-
33
Create Test Cases Declaratively & Automate Salesforce Flow Testing - Scenario 2
-
34
How to create a related record
What will you learn
Use of create records element
Create record using record variable (single)
Use of formula vairable
Error handling | Use of fault path
-
35
How to update multiple related records without loop element
-
36
How to Send Email Using Flow Action
What will you learn
Use of native Flow action for sending email
-
37
How to Send Email Using Email Template - Part I
-
38
How to Send Email Using Email Template - Part II
-
39
Optimize Flow - Do away with Hard Coding
Use Custom Labels
Dynamically Find Required Data Using Get Records
-
40
How to use Flow Connector & Record Prior Variable | Use case - Case Reopen Count
What will you learn
Record Triggered Flow - Before Save
Use of Decision Element
Use of Flow Connector
Use of Record Prior global variable to find field value before an update
Use of formula field to show RAG indicator
-
41
How To Check If A Field value Is Changed & Execute Automation in Flow
What will you learn
Update Record Data Element
Assignment Element
Passing record data from lightning page to flow
Use of IsChanged() function
-
42
What is Auto Launched Flow
Subflow in Salesforce is a set of reusable and modular components within Salesforce flow builders.
Say you have the same automated steps needed for multiple flows but you want to build and maintain these same steps only once
It enables the encapsulation of logic and functionality that can be invoked from other flows.
Subflow provides a method to break down complex flows into smaller, more manageable processes.
This promotes code reuse and makes flow maintenance easier.
-
43
Create a simple auto launched Flow
What will you learn
How to Send Data to Sub Flow Using Input Variables
How to Receive Data from Sub Flow Using Output Variables
Use of Sub Flow Element
-
44
Reusable Sub Flow For Capturing Flow Errors
What will you learn
Create Auto launched Flow
Expose input variables to receive data
Use of Sub Flow Element
Use of $Fault Global variable Flow
Use of $User Global variable Flow
Use of Fault Path In Flow
-
45
Working with Public Group | Call Sub Flow From Record Triggered Flow
What will you learn
Create Autolaunched Flow
Expose variables to receive data
Create Record Triggered Flow and invoke auto launch flow
Add public group members dynamically
Use of IsNew() to find new or existing record
Use of create element to add new records
-
49
How to call 3rd party exchange Rate API Using HTTP Callouts
What will you learn
Building Screen Flow
Use of HTTP call out to make an external API call
Use of 3rd party exchange rate API
Configure Named and External Credentials
Configure External Credentials Principal
Create Permission set and map against credentials
Use of permission set to control who can use callouts from org
-
50
Run Flow Async & Use Outbound Message To Send Data To 3rd party System
What will you learn
Configure & Manage outbound messages
Configure a test endpoint to receive data from Salesforce
Use of outbound messages core action
Use of run async option
Use of IsNew() or CreatedDate to find new or existing record
-
57
Platform Event Triggered Flow - Overview
-
58
Learn Platform Event Triggered Flow With A Simple Use Case - Part I
-
59
Learn Platform Event Triggered Flow With A Simple Use Case - Part II
-
60
How To Use Platform Event Flow And Implement Dynamic Record Sharing - Part I
-
61
How To Use Platform Event Flow And Implement Dynamic Record Sharing - Part II
-
62
How To Use Platform Event Flow And Integrate With 3rd Party System Part - I
1. Install Node.js
2. Open source code in VS code
3. Run npm install express, http, path, bodu-parser, jsforce
4. Go To Run Menu >> Choose Run without debugging
-
63
How To Use Platform Event Flow And Integrate With 3rd Party System Part - II
