Salesforce Flow Training Overview
This Salesforce Flow training is an alternative to the Salesforce® Automate No-Code Solutions Using Flow (ADX301) course. It is designed for experienced Salesforce Administrators with some Flow experience who want to master Flow. Students work in a fresh Developer Org with the latest release.
Format: This is a one-week, 3 full-day, comprehensive Flow course. On Days 1 and 2, students are given a Flow to design independently as homework, and their solutions are reviewed the following day. On the Day 3 session, students are given typical business scenarios and build Flows independently. The class then reviews the solutions and discusses them. This is the favorite day of the course for attendees because they have to put their learnings from the week into practice and create Flows, given just the business requirements, on their own.
Location and Pricing
This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for online corporate training, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Understand Salesforce Automation
- Understand the Salesforce Execution Order
- Understand Flow Structure
- Understand the Types of Flows
- Understand Flow Elements – Interaction, Logic, Data
- Understand Configuring Triggers and Entry Conditions
- Understanding Before-Save and After-Save Record-Triggered
- Understand creating variables
- Understand Screen Flow components, fields, Screen Properties
- Create Screen Flows
- Create Schedule-Triggered Flows
Prerequisites
All students should have experience as a Salesforce System Administrator or equivalent. No Flow experience is assumed.
Outline
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Day 1
- Introductions
- Understand Salesforce Automation
- Understand the Salesforce Execution Order
- Understand Flow Structure
- Understand the Types of Flows
- Understand Flow Elements – Interaction, Logic, Data
- Understand Configuring Triggers and Entry Conditions
- Understanding Before-Save and After-Save Record-Triggered
- Understand creating variables
- Understand Screen Flow components, fields, Screen Properties
- Create Screen Flows
- Create Schedule-Triggered Flows
- Homework – Screen Flow
Day 2
- Homework review
- Create Autolaunched Flows
- Create Record-Triggered Flows
- Create Platform Event-Triggered Flows
- Create Flow deployments
- Troubleshoot Flows
- Debug Flows
- Understand Flow Best Practices
- Homework – Record-Triggered Flow
Day 3
- Homework Review
- Understand Flow limits
- Know When to Code
- Flow building challenge
- Students build Flows from business requirements
- Students are given time to create the Flows, and then we review solutions
- Understand Flow resources to continue learning
Training Materials
All Salesforce Flow training students receive comprehensive courseware.
Software Requirements
Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.
