2023 Salesforce Flows: The Complete Guide to Lightning Flows

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Nick Frates

12:56:07

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1 - Salesforce Flows The Complete Guide to Lightning Flows Introduction

1 - Salesforce Lightning Flow Builder Course Introduction.mp4

08:45

2 - Salesforce Tribe of Mentors LinkedIn Group Invitation.html

2 - Creating Your Salesforce Trailhead Environment

3 - Developer Org Signup.txt

3 - Setting Up Your Trailhead Playground.mp4

02:43

3 - Trailhead.txt

3 - Salesforce Flow Basics Welcome to the Salesforce Lightning Flow Builder

4 - Salesforce Flows Starting with the Basics.mp4

06:06

5 - Salesforce Flows Salesforce Lightning Flow Types.mp4

08:42

6 - Salesforce Flows The Screen Element.mp4

07:25

7 - Salesforce Flows The Get Records Element.mp4

09:15

8 - Salesforce Flows The Update Records Element.mp4

11:22

9 - Salesforce Flows The Create Records Element.mp4

06:15

10 - Salesforce Flow Basics A Summary.mp4

03:13

4 - Salesforce Flow Challenge 1 Set the Amount Field on Opportunities

11 - Salesforce Flows Introducing You the Salesforce Administrator.mp4

03:09

12 - Salesforce Flows Challenge One Prework.mp4

06:35

13 - Salesforce Flows Record Triggered Flow Configuration Screen.mp4

10:34

14 - Salesforce Flows Assignment Element.mp4

07:32

15 - Salesforce Flows Testing the Solution.mp4

04:38

16 - Salesforce Flows Salesforce Admin Cleanup.mp4

03:50

17 - Salesforce Flows Challenge One Recap.mp4

02:22

5 - Salesforce Flow Challenge 2 Updating a Task Owner Based on a Picklist

18 - Salesforce Flows Challenge Two Introduction.mp4

02:39

19 - Salesforce Flows Prework to building our Salesforce Flow.mp4

07:13

20 - Salesforce Flows Brief Review of the Salesforce Flow Functionality.mp4

01:23

21 - Salesforce Flows Record Triggered Flow Configuration and the Get Element.mp4

08:00

22 - Salesforce Flows Assignment Element.mp4

05:20

23 - Salesforce Flows Test our solution in the UI.mp4

11:11

24 - Salesforce Flows Working with the Salesforce Flow Debugger.mp4

08:42

25 - Salesforce Flows Challenge Two Recap.mp4

02:56

6 - Salesforce Flow Challenge 3 Find Primary Contact for Cases

26 - Salesforce Flows 31 Challenge Three Introduction.mp4

03:22

27 - Salesforce Flows 32 Complete the Prework.mp4

01:59

28 - Salesforce Flows 33 Best Practices When Building & Starting our Flow.mp4

07:19

29 - Salesforce Flows 34 Use a Get Element to Find the Primary Contact.mp4

07:47

30 - Salesforce Flows 35 Use the Update Element to Update our Case.mp4

09:20

31 - Salesforce Flows 36 Use a Decision Get Element to find the oldest Contact.mp4

10:51

32 - Salesforce Flows 37 Understanding Sort Order Using A Flow Formula.mp4

11:31

33 - Salesforce Flows 38 Final Flow Testing.mp4

08:22

34 - Salesforce Flows 39 Challenge Summary.mp4

02:06

7 - Salesforce Flow Challenge 4 Build a Call Script

35 - Salesforce Flows 41 Challenge Four Introduction.mp4

02:55

36 - Salesforce Flows 42 Build two fields on Lead object.mp4

02:58

37 - Salesforce Flows 43 Configure Our Screen Element and Using a Call Script.mp4

08:22

38 - Salesforce Flows 44 How to Create and Use a Record Single Variable in a Flow.mp4

06:08

39 - Salesforce Flows 45 How to use a Fault Element in a Salesforce Flow.mp4

10:51

40 - Salesforce Flows 46 How to use the Roll Back Records Element in a Flow.mp4

06:03

41 - Salesforce Flows 47 How to Use the Lookup Component in a Screen Flow.mp4

12:25

42 - Salesforce Flows 48 How to Deploy a Screen Flow to End Users in Salesforce.mp4

12:54

43 - Salesforce Flows 49 Challenge Four Recap.mp4

03:52

8 - Salesforce Flow Challenge 45 Loops And Assignments in Lightning Flow Builder

44 - Salesforce Flows 40 Heads Up.html

45 - Salesforce Flows 41 Challenge Introduction.mp4

03:03

46 - Salesforce Flows 42 Setting up a Collection Variable.mp4

06:58

47 - Salesforce Flows 43 Building the Loop.mp4

07:33

48 - Salesforce Flows 44 Testing Success.mp4

04:37

49 - Salesforce Flows 45 Putting it All Together.mp4

01:26

9 - Salesforce Flow Challenge 5 Using Scheduled Salesforce Flows

50 - Salesforce Flows 51 Challenge Introduction.mp4

03:49

51 - Salesforce Flows 52 Building a Salesforce Scheduled Flow.mp4

04:54

52 - Salesforce Flows 53 Advanced Filtering and Debugging.mp4

06:34

53 - Salesforce Flows 54 Process Automation User Validate the Flow Ran.mp4

04:07

54 - Salesforce Flows 55 Putting it All Together.mp4

01:14

10 - Salesforce Flow Challenge 6 Platform Events Data Loader And Salesforce Flows

55 - Install Data Loader for Windows.txt

55 - Salesforce Flows 61 Challenge Introduction.mp4

03:12

56 - Salesforce Flows 62 Salesforce Platform Event Overview.mp4

06:28

56 - Trailhead Salesforce Platform Event Architecture.txt

57 - MacOS Salesforce Data Loader Installation Guide.txt

57 - Salesforce Flows 63 Salesforce Data Loader Overview.mp4

03:33

57 - Windows Salesforce Data Loader Installation Guide.txt

58 - Salesforce Flows 64 Build Platform Event Triggered Flow.mp4

08:52

59 - Salesforce Flows 65 Debug Platform Event Triggered Flow.mp4

10:59

60 - Salesforce Flows 66 Using Salesforce Data Loader.mp4

07:13

61 - Salesforce Flows 67 Build Record Triggered Flow.mp4

06:36

62 - Salesforce Flows 68 Putting it all together.mp4

02:35

11 - Salesforce Flow Challenge 7 Scheduled Paths And Sending Emails with Flows

63 - Salesforce Flows 71 Challenge Introduction.mp4

05:22

64 - Salesforce Flows 72 Using Scheduled Paths in Salesforce Flows.mp4

05:50

65 - Salesforce Flows 73 Send Email Action in Salesforce Flows.mp4

14:06

66 - Salesforce Flows 74 Log the Flow Email with the Email Message object.mp4

07:11

67 - Business-Date-Formula.txt

67 - Salesforce Flows 75 Business Date Formula in our Follow up Task.mp4

08:36

67 - Sample Data Formula Help Article.txt

68 - Salesforce Flows 76 Debugging our Salesforce Flow.mp4

10:45

69 - Salesforce Flows 77 One Additional Decision Element.mp4

03:57

70 - Salesforce Flows 78 Putting it All Together.mp4

02:33

12 - Salesforce Flow Challenge 8 Collection Filters And Flow Builder Excellence

71 - Salesforce Flows 81 Challenge Introduction.mp4

05:05

72 - Salesforce Flows 82 Create LEX Page Path RecordType and finish other prework.mp4

10:43

73 - Salesforce Flows 83 Salesforce UI Walk through Begin Building our Flow.mp4

09:36

74 - Salesforce Flows 84 Build Our Collection Sort Build our Loop Use A Decision.mp4

17:19

75 - Salesforce Flows 85 Debug our Collection Sort Flow.mp4

05:56

76 - Salesforce Flows 86 Build our Screen Flow and launch it with a button.mp4

12:18

77 - Salesforce Flows 87 Debug Screen Flow Create Analytics and List Views.mp4

07:51

78 - Salesforce Flows 88 Flow Trigger Explorer & Trigger Order Execution.mp4

04:27

79 - Salesforce Flows 89 Putting it all together.mp4

03:24

13 - Salesforce Flow Challenge 9 Build a Refund Screen Flow

80 - Salesforce Flows 91 Challenge Introduction.mp4

09:42

81 - Salesforce Flows 92 Prework Build Custom Object in Salesforce UI.mp4

10:22

82 - Flow-Component-Install-Instructions.txt

82 - Salesforce Flows 93 Install Open Source Lightning Flow Components.mp4

05:59

83 - Salesforce Flows 94 Start Our Salesforce Screen Flow with Get Elements.mp4

04:45

84 - Salesforce Flows 95 Use A Custom Lightning Component to Show Flow Buttons.mp4

08:51

85 - Salesforce Flows 96 Data Table Conditional Visibility and Record Choice Set.mp4

22:16

86 - Salesforce Flows 97 Duplicate the Refund Screen in our Screen Flow.mp4

16:25

87 - Refund-Address-Formula.txt

87 - Salesforce Flows 98 Use A Create Element to Create the Refund.mp4

22:22

88 - Salesforce Flows 99 Build a Screen to Upload Files into Salesforce.mp4

19:42

89 - Salesforce Flows 910 Duplicate our Upload Functionality Assign Queue as Owner.mp4

10:42

90 - Salesforce Flows 911 Follow Best Practice And Debug our Screen Flow.mp4

15:47

91 - Salesforce Flows 912 Challenge 9 Conclusion.mp4

02:40

14 - Salesforce Flow Challenge 10 Build a Phone Survey

92 - LECTURE 10 NOTE.html

93 - Salesforce Flows 101 Challenge Introduction.mp4

01:23

94 - Salesforce Flows 102 Prework.mp4

04:36

95 - Salesforce Flows 103 Building our First Screen Flow Screen.mp4

07:37

96 - Salesforce Flows 104 Add our Screen Flow to Lightning Record Page.mp4

06:53

97 - Salesforce Flows 105 Adding Display Text and Creating our Survey.mp4

07:06

98 - Salesforce Flows 106 Send an Email with Salesforce Flow.mp4

07:07

99 - Salesforce Flows 107 Testing.mp4

05:41

100 - Salesforce Flows 108 Putting it all together.mp4

00:55

15 - BONUS Salesforce Flow Viewer Request Using Flows to Rollup Opportunity Amounts

101 - Bonus Section Overview.mp4

01:03

102 - Salesforce Flows Exercise Overview.mp4

02:13

103 - Salesforce Flows What is the correct roll up amount.mp4

01:40

104 - Salesforce Flows Build A Roll Up Summary Flow.mp4

07:22

105 - Salesforce Flows Flow Rollup Lecture Summary.mp4

00:58

16 - BONUS Salesforce Flow Viewer Request Use a Screen Flow to Search and Update

106 - Use a Salesforce Screen Flow to Find and Update Contacts.mp4

34:40

17 - BONUS Salesforce Flow Viewer Request Schedule Birthday Emails with Flow

107 - Scheduled Flows Send Birthday Email with Salesforce Flow.mp4

27:56

18 - BONUS Job Offer Salesforce Consultant

108 - Apply to become a Salesforce Consultant.html

108 - ShellBlack Salesforce Consultant.txt

19 - Salesforce Lightning Flow Builder Farewell

109 - Goodbye.mp4

01:47

Description

11x Certified Architect and Developer teaches you the Salesforce Flow skills that quadrupled my salary

What You'll Learn?

Salesforce Flows - How to use Salesforce Flows to build automation
Salesforce Certified Administrator - Understand Process Automation section of exam
Higher Salary - How to use Flows to increase your value to your company
Embed Salesforce Flows - How to Embed a Flow in a Utility Item
Send Email - Sending emails from Salesforce Flow
Scheduled Flows - Scheduling flows to run on a nightly basis
Loops & More - Using loops, decisions, assignments, get, create, and update elements
Debug - Using the flow debug tool
Screen Flows - Working with screen flows
How to use Data Loader with a flow to perform mass updates
Leveraging formulas to control output
..and more!

Who is this for?

Getting Salesforce Certified - Students studying for the Salesforce Certified Administrator exam

Salesforce App Builders - Students studying for the Salesforce Certified Platform App Builder exam

Salesforce Advanced Admins - Students studying for the Salesforce Certified Advanced Administrator exam

Salesforce Administrators - Current Salesforce admins tasked with building automation

Salesforce Developers - Developers who need to understand the limits of Salesforce Flows

Salesforce Consultants - Consultants looking to charge higher rates

Salesforce Team leaders - Professionals looking to earn a higher salary

What You Need to Know?

Ground Up - No experience with Salesforce Flows required

Dev Org - We will help you set up your Salesforce Developer environment

Aspiring Admin - In the process of studying for the Salesforce Certified Administrator exam

Salesforce Professional - Current Salesforce professional

More details

Description
Tenured Instructor - I'm an 11x Certified Architect and Developer with over 5 years of experience, and I'm here to guide you to becoming a Salesforce Flow Ninja.

â€œHell of a course! Nick really went all in. This is the best course on Salesforce Flows (So far).â€ - Samsudeen A.

Earn More - In 2017 I was earning $30,000 a year. Three years later, at the height of a global pandemic, I earned over $150,000 (the most I had ever earned in one year). I donâ€™t say that to impress you, but to impress upon you the career possibilities that Salesforce Flows can unlock. And I'm not special - I know with the right training YOU can also achieve your career goals in the Salesforce ecosystem. Let me show you the key Salesforce skill that made it possible.

"I've been looking for something exactly like this!! Well done for putting this together and sharing with all of us. Nick goes into amazing detail, explaining exactly what is happening and why, which is the most important at the beginning when you're trying to make sense of how Flow works. I couldn't recommend this course enough!" - Edita B.

For $20 you can acquire the same Salesforce Flow skills that are now being taught to Fortune 500 companies for $1000 per session.

Learn Fast - Your colleagues will be blown away by how talented you are with Salesforce Flows. In this course we'll cover all the Salesforce Flow concepts you need to know to go from zero to hero using the Salesforce Flow Builder.

â€œThis was an exceptional course, that had a great pace and most important a great teacher. Well done Nick...my hat comes off for you. Your hard work in creating this course did come through. I hope to see more Salesforce Udemy courses from you in the near future. Your student - Neil.â€ - Neil M.

Get Certified - You will quickly master automation knowledge essential for Salesforce Certification exams. We'll cover topics that will help you pass the Salesforce Certified Administrator, Salesforce Certified Platform App Builder, and Salesforce Certified Advanced Administrator exams.

The time is now - If youâ€™re at all familiar with the Salesforce platform youâ€™ve heard of Salesforce Flows. Starting in the Winter â€˜23 release, all automation must be built with Salesforce Flows. Which means the time to learn Salesforce Flows is now.

We'll cover:
Using Get, Create, and Update data elements
Using logical operators such as Decisions, Assignments, and Collection Filters
Using Loops
Scheduled Salesforce Flows
Before Save Flows
Record Triggered Flows
Screen Flows
Using formulas in flows
Sending emails with flows
Proper Salesforce Flow debugging and testing
Embedding flows in utility navigation Items
Launching flows from a Button
Using flows with Data Loader
Building call scripts with Salesforce Flows
Platform Event Triggered Flows
Salesforce Flow Architecture
...and more!

Who I am - Iâ€™m an 11x Certified Salesforce Administrator, Developer, & Architect. I'm also a featured success story on David Liuâ€™s SFDC99 blog. I've been using SalesforceÂ Flows for 5+ years and currently work as a Salesforce Consultant for Financial Service Companies. In this course Iâ€™ll take you by the hand and guide you, step-by-step, through 10 real world Salesforce Flow projects to help you master Salesforce Flows.

If you are:
Studying to become a Salesforce Certified Administrator
Studying to become a Salesforce Certified Platform App Builder
Studying to become a Salesforce Certified Advanced Administrator
Are a Salesforce Administrator who needs to build automation
Are a Salesforce Developer who needs to understand what other Salesforce Administrators have built
A Salesforce professional who's heard of Salesforce Flows and now wants to learn more
Looking to earn a higher salary as a Salesforce Professional
Looking to charge higher rates as a Salesforce Consultant

Then this course is designed for you!

â€œThis is by far the BEST Flow Builder tutorial I have seen! Great job, Nick and thank you!!!â€ - Kadir S.

The promise - My goal is to deliver a 100-to-1 return in value on your purchase so that you can get a raise at your job, level up your career, help your clients in a new way, learn about Salesforce Flows to get certified, and master the core automation tool of the Salesforce Platform.

â€œAwesome Experience. I would highly recommend everyone to take this course.â€ - Abhishek C.

Join the Salesforce Tribe of Mentors - After you enroll in the course, you will also be invited to join an exclusive group of Salesforce professionals so you can build your network and continue your Salesforce journey.

â€œReally loved the sessions. Clearly explained and easy to understand.â€ - Manoj K.

Continuous updates - This course will be routinely updated in the future to stay up to date with the latest Salesforce release. Buy now and master Salesforce flows for a lifetime.
Who this course is for:
Getting Salesforce Certified - Students studying for the Salesforce Certified Administrator exam
Salesforce App Builders - Students studying for the Salesforce Certified Platform App Builder exam
Salesforce Advanced Admins - Students studying for the Salesforce Certified Advanced Administrator exam
Salesforce Administrators - Current Salesforce admins tasked with building automation
Salesforce Developers - Developers who need to understand the limits of Salesforce Flows
Salesforce Consultants - Consultants looking to charge higher rates
Salesforce Team leaders - Professionals looking to earn a higher salary

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Salesforce Development

Nick Frates

Instructor's Courses

I'm a 11 time Certified Admin, Developer, and Architect who works as a full time Salesforce Consultant for a Certified Salesforce Consulting Partner in the Financial Services industry.I started in the Salesforce industry in 2017 and became an Executive Manager for a Law Firm, before branching off into consulting. I also enjoy teaching Salesforce courses on Udemy.

Udemy

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Students take courses primarily to improve job-related skills.Some courses generate credit toward technical certification. Udemy has made a special effort to attract corporate trainers seeking to create coursework for employees of their company.