Salesforce Flow Builder Training Overview
This live Salesforce® Flow Builder training course teaches system admins, advanced system administrators, platform app builders, and developers how to use the full capabilities of Flow Builder. Students learn the structure of Salesforce Automation and all about Flows, including types, limits, troubleshooting, debugging, best practices, and more. There is no coding required in this class and the course is compatible with the Spring 2021 Salesforce release and later.
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
All students will learn how to:
- Leverage Salesforce Automation
- Use the Salesforce Execution Order
- Leverage Flow Structure
- Leverage Flow Limits
- Create Screen Flows
- Create Schedule-Triggered Flows
- Create Auto-Launched Flows
- Create Record-Triggered Flows
- Create Apex Sharing Flows
- Create Login Flows
- Create Flow deployments
- Troubleshoot Flows
- Debug Flows
- Understand Flow best practices
- Know when to code
Prerequisites
All students should have the Salesforce System Administrator, Advanced System Administrator, or Platform App Builder certification or equivalent experience. No Flow Builder experience is assumed.
Outline
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Introduction
Automation Overview
- Understand Execution Order
- Understand System and User Modes
- Understanding Evaluation Criteria and Rule Criteria
- Salesforce Automation Roadmap
Flow
- Flow Structure
- Elements and Manager tools
- Flow Variables and Availability
- Flow Limits
- Flow Considerations
- Creating Screen Flows
- Creating Schedule-Triggered Flows
- Creating Auto-launched Flows
- Creating Record-Triggered Flows
- Creating Apex Sharing Flows
- Creating Login Flows
- Understanding Platform-Event Triggered Flows
Distributing Flows
- Custom Buttons
- Custom Links
- Quick Actions
- Lightning Components
Debugging Flows
- Running Flows from the canvas
- Debugging on the Canvas
- Using Debug Logs
Flow Best Practices
- Governor Limits
- Design best practices
- When not to Flow
Know When to Code
- Understand declarative limits
- Evaluate customization priorities
- Typical coding scenarios
Summary and Where to Go From Here
Training Materials
All Salesforce Flow Builder 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.
