Salesforce Automation with Flow Builder: Getting Started

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Jeff Susich

1:47:02

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01.Course Overview

0101.Course Overview.mp4

01:47

02.Understanding Declarative Automation

0201.Workflow and Process Builder.mp4

04:49

0202.Go with the Flow.mp4

04:03

03.Explaining Flow Builder

0301.Overview of Flow Builder.mp4

05:45

0302.Tour of Flow Builder.mp4

08:36

0303.Flow Types, Use Cases, and a Breakdown.mp4

06:57

04. Creating a Flow

0401.The Business Requirement.mp4

03:27

0402.Create Resources and Get Records.mp4

05:16

0403.Display Fields and Choices.mp4

04:28

0404.Create the Record.mp4

06:56

05.Distributing Flows

0501.Overview and Gotchas.mp4

02:38

0502.Distribute a Flow with a Custom Button.mp4

06:56

0503.Troubleshooting Flows.mp4

02:57

0504.Distribute a Flow with Process Builder.mp4

01:57

0505.Distribute a Flow with a Lightning Page.mp4

02:29

06.Creating a Login Flow

0601.Overview of Login Flow.mp4

02:47

0602.Create a Flow.mp4

07:21

0603.Create a Login Flow and Test.mp4

05:46

07. Count Records with Flows

0701.The Business Requirement.mp4

02:57

0702.Create a User Screen.mp4

04:36

0703.Get Records and Count Them.mp4

05:15

0704.Display Cases and Deploy the Flow.mp4

06:48

08. Summary and Where You Go from Here

0801.Summary and Where You Go from Here.mp4

02:31

Description

Flow is the unicorn of Salesforce - rarely seen but amazingly powerful and awesome to those who understand it. This course will take the mystery out of Flow and teach you how to recognize use cases, create Flows, and distribute them in your orgs.

What You'll Learn?

Flow is the most powerful and most under-utilized tool in Salesforce. This amazing tool is overlooked because of the learning curve, but this course will flatten that curve out for you.

In this course, Salesforce Automation with Flow Builder: Getting Started, you will learn how to utilize the incredibly powerful Flow.

First, you will learn the structure of the Flow Builder.

Next, you will discover use cases for Flow.

Finally, you will explore how to how to create and distribute your own Flows.

When you’re finished with this course, you will know how to use automation that Salesforce estimates can replace 40% of existing Apex code, and how to do it all declaratively; no coding skill required.

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Salesforce Lightning

Salesforce Development

Salesforce

Jeff Susich

Instructor's Courses

Jeff is a Certified Salesforce.com System Administrator, Advanced System Administrator, Sales Cloud Consultant, Service Cloud Consultant, and Platform App Builder. He has been a Registered Salesforce Consulting Partner since 2011. He started using Salesforce as a user and self-taught system administrator. He took on a role as Senior VP of Sales and Marketing and found to his dismay that the company sales and support processes were being managed by paper files. Thus began his Salesforce.com baptism by fire. Jeff has deep and wide business experience in Sales, Operations, Contact Centers, IT, and Marketing at both startups and Fortune 500 companies. He works with all Editions of Salesforce: Group, Professional, and Enterprise. Jeff specializes in being able to rapidly understand client and user needs and associate those needs with Salesforce.com. He has worked with clients in almost every imaginable industry, and he has done over 150 salesforce implementation/cleanup/rescue projects. Jeff has trained hundreds of users and system administrators. Jeff is a military veteran and holds a BSEE from Arizona State University and an MBA from the University of Oregon. He lives in Loveland, OH.

Pluralsight

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Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.