Salesforce Flow Course

4 Hours

Learning Time
14 Tasks

Study Plan
1 Mock

Exams
3 Topic

Tests
35 Flash

Cards

Salesforce Flow Course - Overview

Are you looking to learn Salesforce Flow and take your automation skills to the next level? Flow is the unicorn of Salesforce – A tool that collects data performs actions in your Salesforce org or an external system, and helps you build automated workflows with Salesforce.

With the decommissioning of workflow rules and process builders, mastering Salesforce Flow automation is mandatory for everyone, irrespective of your role in the industry. This Salesforce Flow Builder training will take the mystery out of Flow and teach you how to recognize use cases, create Salesforce Flows, and distribute them.

Key Features

Study Plan Content

Stage 1 : Beginner

1: Flow Builder

2: Flow Types

3: Screen Flow

4: Record Triggered Flow

5: Auto Launched Flow

Stage 2 : Intermediate

1: Global Variables

2: Record Triggered Flow

3: Screen Flow

4: Sub Flow

5: Debug a Flow

Stage 3 : Advance

1: Best Practices

2: Schedule Triggered Flow

3: Flows Customizations

4: Test Flows

Meet our gurus

Izzy Navarrete

Salesforce Consultant,
Saasguru

Problem solver with a knack for getting to the bottom of any situation. I have over 13 years of experience in customer service, sales, and hospitality services. Although successful in my hospitality career, I have realized the aspects of my work I find most rewarding are all in tech-related functions and found an interest in Salesforce. I achieved being certified as a Salesforce Consultant and have since become 4X Salesforce Certified.

Charles Mcgregor

Principal Salesforce Functional Consultant,
Merkle

Seasoned Salesforce Architect with experience in various roles, including End User, Product, and Consulting. I specialize in advanced multi-cloud solutions and have a track record of developing accredited Quality Management Systems in accordance with ISO 9001:2008 standards. Let's connect if you share my passion for innovation and technology.

Steven Trumble

Salesforce Consultant,
Blue Engine Solutions

Certified Salesforce Consultant with expertise in streamlining processes, integrating systems, and implementing Salesforce solutions. With nine certifications and a strong track record of optimizing workflows. One of my standout achievements includes successfully migrating more than 500 workflows and process builders to flows, resulting in significant efficiency gains for my clients.

Sona Dhar

Salesforce Functional Consultant,
Algoworks

I specialize in delivering innovative solutions to achieve business goals. My expertise includes designing custom solutions, optimizing workflows, and providing comprehensive training. I excel in Salesforce Sales Cloud, Service Cloud, and Field Service Lightning, enhancing sales processes and customer engagement. I'm also skilled in Salesforce CPQ for streamlining quoting and contracting. My competencies include business analysis, Salesforce administration, and project management. If you seek exceptional results, contact me to drive success with Salesforce.

Brandon Van Galder

Salesforce Technical Consultant,
Salesforce

A 10x Salesforce Certified Administrator with a passion for continuous learning. Excels in leveraging Salesforce for win rates, pipeline reporting, automation, and app creation. Active in Salesforce communities, holding Superbadges, and 500+ Trailhead badges.

Shikha Mahajan

Director, Salesforce Practice,
Viseo

With 21 years of professional experience, including over 11 years focused on enterprise transformations, operations, and strategic planning, this technology and operations leader possesses a wealth of expertise. They excel in managing business units, driving growth, and ensuring client success by delivering innovative technology solutions and efficient process management. Their track record includes successfully managing complex enterprise projects, both financially and non-financially, and they have a strong history of building and retaining talented teams globally.

Mohammed Nadeem Shaikh

Senior Program Architect,
Salesforce

An innovative tech leader driving impactful solutions in domains like Financial Services, Energy, HR, Healthcare, and Social Impact. Empowers customer success through efficient and cutting-edge technology implementations, addressing critical business challenges with expertise and vision.

Siddhesh Phadke

Technical Architect,
Salesforce

Experienced IT professional with 18+ years in project management and development across diverse domains. Proven track record in delivering challenging projects on time and within budget, leveraging various technologies and global delivery models. Transitioned from developer to 17X Salesforce certified architect, passionate about learning and ensuring customer success.

Vishal Gupta

Salesforce Solution Architect,
TCS

Seasoned Salesforce professional with over 11 years of experience in various roles, including Architect, Consultant, Tech Lead, and Developer. He has a strong track record of working with clients in AMER and EMEA regions, excelling in direct client interaction, requirements gathering, and translating them into technical designs.

Himanshu Matharu

Senior Technical Consultant,
Datacom

I am a Senior Salesforce Technical Consultant experienced in creating efficient technological solutions and emphasizing teamwork in project roles. I am an adept Salesforce developer with a passion for tackling complex challenges. No problem is too intricate when it comes to finding solutions, and I prioritize teamwork in project roles. My main focus is on delivering required functionality while considering technical debt and complexity.

Prateek Kataria

CPO,
saasguru

An ardent Salesforce enthusiast with over 12 years of industry experience and 18X Salesforce certifications. Currently serving as the Chief Product Officer (CPO) at saasguru. I shape saasguru's product strategy by seamlessly connecting customer requirements with our objectives and goals. My mission is to craft exceptional products that consistently add value to our business and end-users, enhancing overall customer outcomes.

Amit Chodhary

CEO & Co-Founder,
saasguru

Amit is the Co-Founder and CEO of saasguru, an Ed Tech platform focused on SaaS certification preparation. He's also an early-stage investor in Ed Tech startups and previously co-founded SaaSfocus, which became the largest boutique Salesforce Consulting company in the APAC region before being acquired by Cognizant. With over 20 years of experience in global IT outsourcing and consulting, Amit has a successful track record in leading Digital Transformation and complex outsourcing projects across various industries and technologies. He's a highly motivated and results-driven business leader.

Atif Saad

CTO,
saasguru

Atif is COO/CTO and co-founder of saasguru. He is an entrepreneur with a track record of building scalable tech products for the financial services industry. Atif has a passion for technology, and a keen interest in defining the future of tech education.

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Saasguru is a very good resource for Salesforce exams. The platform includes study material, flash cards and mock exams with detailed explanation for the answers. Through my learning with the course, I was able to 1) get a better understanding of the core concepts of the Salesforce ecosystem; 2) figure out the weak areas that I need to improve over my leanring process; 3) feel more confident in passing the real exams.

Adnan Kazmi

Project Manager/Business Analyst (Salesforce)
Emilia Sledzinska

Salesforce Business Consultant
Shawn Smothers

Volunteer Staff
Pressy Abraham

Sr. Business Analyst
Chris C.

Programmer Analyst BI Developer

Explore our unique blend of Instructor-Led Bootcamps and immersive Hands-on Labs for a holistic learning experience.

Instructor Led Trainings
Hands-on Labs
1:1 Mentoring

Frequently asked questions

Everything you need to know about the saasguru

1. How do I learn Salesforce Flows?

To learn everything about the Salesforce Flows, it would be helpful if you have familiarity with the Salesforce Lightning Experience. Even if you are only a beginner, you can learn Salesforce Flows by enrolling in saasguru’s Salesforce Flows training course.

By signing up, you activate your free trial that unlocks access to all Salesforce courses, including detailed Salesforce Flows course, 50+ mock exams, and over 50 Salesforce labs, ensuring a deep and practical understanding of Salesforce Flows.

2. Who should take this Salesforce Flow course?

Any individual – Salesforce Administrators, Consultants, Developers, or Architects who would like to master the concepts of Salesforce Flows and start using it in their Salesforce Org. The course is beginners’ friendly. So, anyone who wishes to explore the concept can learn it.

3. What will be included in this Free Salesforce Flow course?

The course will teach you how to master Flows in Salesforce. If you are a beginner, the course will teach you everything from scratch, including how to start with Flows in Salesforce and use it in your Salesforce Org.

4. How to join the Salesforce Flow course?

Joining the Salesforce Flow course is straightforward. By signing up, you activate your free trial and enroll in the Salesforce Flow course. Begin by taking a mock exam to gauge your current understanding of the concept. With just 4 hours of dedicated learning time, you can significantly enhance your proficiency in Salesforce Flows.

With our SaaS Pass subscription, you also get access to 12+ cert courses, 50+ Salesforce labs, and over 50 mock exams, including the Salesforce Flow course.

5. After completing the Salesforce Flow Exam, what certifications should one consider next?

After completing the Salesforce Flow Exam, one should consider pursuing Salesforce Certified Advanced Administrator and Salesforce Certified Sales Cloud Consultant certifications.

6. What are the potential career paths for someone who has completed the Salesforce Flow Exam?

Potential career paths for someone who has completed the Salesforce Flow Exam include Senior Salesforce Administrator and Salesforce Consultant.

What are Salesforce Flows?

Salesforce Flows empowers users to automate complex business processes within the platform, enabling them to create Salesforce Flows without traditional coding. Unlike traditional workflow tools, Flows allows for creating multi-step processes that can interact with both Salesforce data and external systems, making it a powerful tool for automating business processes in Salesforce. This visual programming for Salesforce enables the automation of tasks such as data collection, calculations, and record updates, making it an essential skill for Salesforce professionals following the phase-out of workflow rules and process builders.

Automate Workflows with Salesforce Flows

Salesforce Flows enables the automation of key business processes through a visual interface, allowing users to design complex workflows efficiently using Salesforce Flow triggers and actions. Here are specific capabilities and examples:

Conditional Logic: Implement if/then logic by building decision logic inflows to make real-time decisions based on user inputs or data characteristics.
Data Manipulation: Automate data entry, updates, and deletion processes using variables and loops in Salesforce Flows to maintain clean and accurate databases without manual intervention.
User Interaction: Design flows that interact with users by creating user interfaces with flow screens, enhancing user experience and ensuring data consistency.
Integration Actions: Connect with external APIs to perform actions in other systems directly from Salesforce, considering Salesforce Flow security considerations.
Scheduled Triggers: Set up record-triggered flows in Salesforce in Salesforce to run at specific times, ensuring timely task completion without manual setup each time.

Common Use Cases for Salesforce Flows

Salesforce Flows are adaptable and can be customized to address numerous business requirements, often serving as a more powerful alternative in the debate of process builder vs. Salesforce Flows. Here are detailed examples of common use cases:

Lead Routing and Management: Automatically route leads to sales reps based on location, score, or industry, enhancing response times and conversions.
Customer Onboarding: Simplify client onboarding with automated setups and communications, including welcome emails and necessary task assignments.
Approval Processes: Streamline approvals for discounts, expenses, or budgets with automated workflows that notify approvers and escalate delays.
Event Management: Automate event tasks such as registration confirmations, reminders, and post-event feedback to ensure smooth operation.
Inventory Management: Maintain optimal stock levels through automated reordering and inventory updates based on real-time sales data.
Case Escalation: Automatically prioritize support cases based on severity, customer value, or waiting time to improve resolution efficiency.

Master Salesforce Flows: A Beginner-Friendly Course

The course “Master Salesforce Flow Automation” is designed for individuals new to this powerful tool. It provides a step-by-step guide to understanding and implementing Flows. The course covers fundamental concepts such as triggering events, decision logic, and integrating with external APIs. With a mix of theoretical knowledge and practical exercises, learners will gain the skills to design and deploy effective automation solutions within their organizations.

Enroll now to start mastering Salesforce Flows and transform your business processes!

Frequently Aksed Questions (FAQs)

1. What are Salesforce Flows used for?

A: Salesforce Flows automates complex business processes, such as lead routing, customer onboarding, approval processes, event management, inventory management, and case escalation. They enable users to create multi-step workflows interacting with Salesforce data and external systems without coding.

2. What are the benefits of using Salesforce Flows?

Salesforce Flows can increase efficiency, reduce manual effort, improve data accuracy, and enhance user experience. They allow users to automate repetitive tasks, implement complex decision logic, and integrate with external systems, ultimately saving time and resources while ensuring consistent processes.

3. How do you become a Salesforce Flow developer?

To become a Salesforce Flow developer, you should start by learning the fundamentals of Flow Builder, including triggers, actions, decision logic, and user interface creation. Enrolling in a comprehensive Salesforce Flow course, such as the “Master Salesforce Flows” course, can provide you with the necessary knowledge and hands-on experience to develop and implement effective Flow solutions.

4. Free resources to learn Salesforce Flow:

Several free resources are available to learn Salesforce Flow, including Trailhead modules, Salesforce documentation, and community forums. Trailhead, Salesforce’s official learning platform, offers a variety of interactive tutorials and projects focused on Flow Builder. Additionally, the Salesforce developer community is an excellent resource for finding answers to specific questions, sharing best practices, and learning from experienced Flow developers.