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Salesforce Flow Mastery – Beginner to Advanced

1. Getting Ready for Salesforce Flows
  • Lesson 1.1: What You Should Know Before Learning Flows
  • Lesson 1.2: Introduction to Salesforce Flow Automation
  • Lesson 1.3: Navigating Flow Tools and Initial Setup
  • Lesson 1.4: Setting Up Automation Settings in Salesforce
2. Exploring Flow Builder
  • Lesson 2.1: Tour of the Flow Builder Interface
  • Lesson 2.2: Creating Your First Flow from Scratch
  • Lesson 2.3: Understanding Flow Elements and Resources
  • Lesson 2.4: Managing User Access to Flows
3. Record-Triggered Flows in Action
  • Lesson 3.1: Building Flows That React to Record Changes
  • Lesson 3.2: Intro to Record-Triggered Flows & Global Variables
  • Lesson 3.3: When and How to Use ‘Before Save’ Flows
  • Lesson 3.4: Implementing ‘After Save’ Record-Triggered Logic
  • Lesson 3.5: Creating Scheduled Paths within Record-Triggered Flows
4. Autolaunched Flows & Subflows
  • Lesson 4.1: What Are Autolaunched Flows and Why Use Them
  • Lesson 4.2: Building Background Flows with No User Input
  • Lesson 4.3: Launching Autolaunched Flows with Custom Buttons
  • Lesson 4.4: Reusing Flows via Subflow Invocation
  • Lesson 4.5: Linking Multiple Subflows into Record-Triggered Flows
5. Time-Based Automation with Scheduled Flows
  • Lesson 5.1: Introduction to Scheduled-Triggered Flows
  • Lesson 5.2: Building a Flow that Runs on a Time Schedule
  • Lesson 5.3: Understanding Batch Management and implement Batch logic using Flows
6. Screen Flows – Interactive Automation
  • Lesson 6.1: Intro to Screen Flows for User Interaction
  • Lesson 6.2: Step-by-Step Guide to Creating a Screen Flow
  • Lesson 6.3: Embedding Flows in Lightning Record Pages
  • Lesson 6.4: Real-World Use Cases for Screen Flows
  • Lesson 6.5: Integrating LWC Components in Screen Flows
7. Event-Driven Flows
  • Lesson 7.1: Creating Flows Triggered by Platform Events
  • Lesson 7.2: Deep Dive: Understanding Platform Event Flow Triggers
8. Flow Management & Error Handling
  • Lesson 8.1: Implementing Fault Paths for Flow Error Management
  • Lesson 8.2: Using Flow Templates for Reusability
  • Lesson 8.3: How to Build and Share a Flow Template
9. Advanced Flow Integration
  • Lesson 9.1: Working with Apex Code in Flows
  • Lesson 9.2: Understanding Flow Limits and Execution Thresholds
  • Lesson 9.3: Debugging and Troubleshooting Your Flows
10. Design Principles & Best Practices
  • Lesson 10.1: Best Practices for Designing Efficient Flows
  • Lesson 10.2: Common Mistakes to Avoid in Flow Automation
  • Lesson 10.3: Optimizing Flows for Maintainability and Scale
  • Lesson 10.4: New Resources for Learning and Support
11. Salesforce Release Updates and Additional Topics
  • Lesson 11.1: New features to consider
  • Lesson 11.2: Additional topics

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