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Salesforce Flow Foundations
Welcome
Introduction to the Course (1:07)
Navigating this Course (1:00)
Signing up for a Free Salesforce Account (0:53)
Introduction to Flows
Finding Flows in Salesforce (2:55)
Tour of Popular Flow Types (5:18)
Automation Lightning App [NEW] (4:06)
Creating, Saving and Activating a Flow (3:25)
Flow Testing and Debug (7:58)
Flow Elements and Components
Elements (4:15)
Components (2:16)
Resources (3:57)
Record-Triggered Flows
When Do You Use Record-Triggered Flows? (0:53)
Build a Fast Field Update Record-Triggered Flow (Before-Save) (5:43)
Build an Actions and Related Record Record-Triggered Flow (After-Save) (4:51)
Create a Task Record-Triggered Flow (After-Save) (7:03)
Send an Email Record-Triggered Flow (After-Save) (9:42)
Auto-Launched Flows
When Do You Use Auto-Launched Flows? (0:35)
Build An Auto-Launched Flow (4:30)
Screen Flows
When Do You Use Screen Flows? (0:37)
Build Your First Screen Flow (10:23)
Build a Screen Flows with Fields (Dynamic Forms for Flow) (9:01)
Variables
What Are Variables? (0:50)
What Are Collection Variables? (0:25)
What Are Record Variables? (1:48)
What Are Collection Record Variables? (0:31)
Loops
When Do You Use Loops in Flows? (0:56)
Loop Use Case and Outcome (1:24)
Build a Flow With a Loop (14:06)
Execution Governors and Limits (1:07)
Intro to Formulas and Validations
Build a Formula in a Flow (4:25)
Build a Validation in a Flow (8:53)
Decision Elements and Start Element Entry Conditions
When Do You Use Decision Elements in Flows (0:26)
Build a Flow With Decision Elements (3:40)
Scheduled and Async Path
When Do You Use Scheduled or Async Path in a Flow? (1:00)
Set Up the Default Automation User in Process Automation Settings (0:40)
Build a Flow with a Scheduled Path (incl. Async) (6:48)
Tim-Based Workflow Setup Screen for Monitoring Scheduled Actions (2:52)
Flow Trigger Explorer and Trigger Order Setting
Flow Trigger Explorer and Trigger Order (5:29)
Schedule-Triggered Flows
When Do You Use a Schedule-Triggered Flow (0:42)
Build a Schedule Triggered Flow (6:08)
Build a Flow Combining Multiple Concepts You Learned
Use Case and Outcome (2:41)
Build the Flow (incl. the data table component, loop, email action, and update outside the loop) (14:52)
Debug the Flow (5:00)
Finish the Flow With Comments, Descriptions, Fault Lines and Roll Back Records (4:17)
Deep-Dive on Elements and Components
Get Element (incl. Null Check) (12:27)
Assignment Element (7:50)
Create Element (incl. Check Matching Records) (8:34)
Update Element (10:05)
Test Your Flow Skills With Practice Quiz
Flow Knowledge Assessment Exam
Build Your Own Use Case
How Do You Build Your Own Use Case?
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Build a Formula in a Flow
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