Automate Your Business Processes with Salesforce Flow

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Free Online Course: Automate Your Business Processes with Salesforce Flow provided by Trailhead is a comprehensive online course, which lasts for 5-6 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Optimize your business processes by harnessing the power of Salesforce Flow.

    • Automate processes for every app, experience, and portal with declarative tools.
    • Explore Flow Builder and learn when to use flows to automate your business processes.
    • Use Flow Builder to capture and update contact information with a flow.
    • Make sure your users can easily access the flows you built.
    • Create a flow that calculates and updates an opportunity's discount.

Syllabus
    • Salesforce Flow
      • Choose the Right Automation Tool
      • Automate Simple Business Processes with Process Builder
      • Guide Users Through Your Business Processes with Flow Builder
      • Customize How Records Get Approved with Approvals
    • Flow Basics
      • Get Started With Flows
      • Meet Flow Builder
    • Build a Simple Flow
      • Collect Contact Info from Your User
      • Check for a Matching Contact in Your Org
      • Branch the Flow
      • Create or Update a Contact
    • Screen Flow Distribution
      • Get Started with Flow Distribution
      • Display a Flow on a Page in Your Salesforce Org
      • Add a Flow as an Action on a Record
      • Display a Flow on Every Page in Your Salesforce Org
      • Display a Flow on a Page Outside Your Salesforce Org
    • Build a Discount Calculator
      • Prepare Your Org
      • Build Lookup Logic to Find the Account Associated with This Opportunity
      • Build Logic to Determine the Right Discount to Apply
      • Add an Action to Update the Opportunity
      • Distribute the Flow with a Custom Button