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2024 Salesforce Flows: The Complete Guide to Lightning Flows

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2024 Salesforce Flows: The Complete Guide to Lightning Flows

17x Certified Architect and Developer teaches you the Salesforce Flow skills that quadrupled my salary

4.8

(2935)

17778 enrolled on this course

Last updated 11/2021

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₹ 3999.0

₹ 5499.0

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30-Day Money-Back Guarantee

Lessons

Quizzes

Duration

13 Hours

Skill level

Beginner

Language

English

Certificate

Yes

Full lifetime access

Yes

Description

Tenured Instructor
- I'm an 17x Certified Architect and Developer with close to 8 years of experience, and I'm here to guide you to becoming a Salesforce Flow Ninja.
“Hell of a course! Nick really went all in. This is the best course on Salesforce Flows (So far).”

- Samsudeen A.
Earn More -
In 2017 I was earning 30,000 dollars a year. Three years later, at the height of a global pandemic, I earned over $150,000 (the most I had ever earned in one year). I don’t say that to impress you, but to impress upon you the career possibilities that Salesforce Flows can unlock. And I'm not special - I know with the right training YOU can also achieve your career goals in the Salesforce ecosystem. Let me show you the key Salesforce skill that made it possible.
"I've been looking for something exactly like this!! Well done for putting this together and sharing with all of us. Nick goes into amazing detail, explaining exactly what is happening and why, which is the most important at the beginning when you're trying to make sense of how Flow works. I couldn't recommend this course enough!" -
Edita B.
Learn Fast -
Your colleagues will be blown away by how talented you are with Salesforce Flows. In this course we'll cover all the Salesforce Flow concepts you need to know to go from zero to hero using the Salesforce Flow Builder.
“This was an exceptional course, that had a great pace and most important a great teacher. Well done Nick...my hat comes off for you. Your hard work in creating this course did come through. I hope to see more Salesforce Udemy courses from you in the near future. Your student - Neil.”

- Neil M.
Get Certified -
You will quickly master automation knowledge essential for Salesforce Certification exams. We'll cover topics that will help you pass the Salesforce Certified Administrator, Salesforce Certified Platform App Builder, and Salesforce Certified Advanced Administrator exams.
The time is now -
If you’re at all familiar with the Salesforce platform you’ve heard of Salesforce Flows. Starting in the Winter ‘23 release,
all automation must be built with Salesforce Flows
. Which means the time to learn Salesforce Flows
is now
.
We'll cover:
Using Get, Create, and Update data elements
Using logical operators such as Decisions, Assignments, and Collection Filters
Using Loops
Scheduled Salesforce Flows
Before Save Flows
Record Triggered Flows
Screen Flows
Using formulas in flows
Sending emails with flows
Proper Salesforce Flow debugging and testing
Embedding flows in utility navigation Items
Launching flows from a Button
Using flows with Data Loader
Building call scripts with Salesforce Flows
Platform Event Triggered Flows
Salesforce Flow Architecture
and more!
Who I am -
I’m an 17x Certified Salesforce Administrator, Developer, & Architect. I'm also a featured success story on David Liu’s SFDC99 blog. I've been using Salesforce Flows for 7+ years and currently work as a Salesforce Consultant for Financial Service Companies. In this course I’ll take you by the hand and guide you, step-by-step, through 10 real world Salesforce Flow projects to help you master Salesforce Flows.
If you are:
Studying to become a Salesforce Certified Administrator
Studying to become a Salesforce Certified Platform App Builder
Studying to become a Salesforce Certified Advanced Administrator
Are a Salesforce Administrator who needs to build automation
Are a Salesforce Developer who needs to understand what other Salesforce Administrators have built
A Salesforce professional who's heard of Salesforce Flows and now wants to learn more
Looking to earn a higher salary as a Salesforce Professional
Looking to charge higher rates as a Salesforce Consultant
Then this course is designed for you!
“This is by far the BEST Flow Builder tutorial I have seen! Great job, Nick and thank you!!!”

- Kadir S.
The promise -
My goal is to deliver a 100-to-1 return in value on your purchase so that you can get a raise at your job, level up your career, help your clients in a new way, learn about Salesforce Flows to get certified, and master the core automation tool of the Salesforce Platform.
“Awesome Experience. I would highly recommend everyone to take this course.”
- Abhishek C.
Join the Salesforce Tribe of Mentors -
After you enroll in the course, you will also be invited to join an exclusive group of Salesforce professionals so you can build your network and continue your Salesforce journey.
“Really loved the sessions. Clearly explained and easy to understand.”

- Manoj K.
Continuous updates -
This course will be routinely updated in the future to stay up to date with the latest Salesforce release. Buy now and master Salesforce flows for a lifetime.
Who this course is for:
Getting Salesforce Certified - Students studying for the Salesforce Certified Administrator exam
Salesforce App Builders - Students studying for the Salesforce Certified Platform App Builder exam
Salesforce Advanced Admins - Students studying for the Salesforce Certified Advanced Administrator exam
Salesforce Administrators - Current Salesforce admins tasked with building automation
Salesforce Developers - Developers who need to understand the limits of Salesforce Flows
Salesforce Consultants - Consultants looking to charge higher rates
Salesforce Team leaders - Professionals looking to earn a higher salary

What you'll learn

Salesforce Flows - How to use Salesforce Flows to build automation

Salesforce Certified Administrator - Understand Process Automation section of exam

Higher Salary - How to use Flows to increase your value to your company

Use AI - Learn how to leverage ChatGPT and Claude to extend your Flows

Embed Salesforce Flows - How to Embed a Flow in a Utility Item

Send Email - Sending emails from Salesforce Flow and include attachments

Scheduled Flows - Scheduling flows to run on a nightly basis

Loops & More - Using loops, decisions, assignments, get, create, and update elements

Debug - Using the flow debug tool

Screen Flows - Working with screen flows

How to use Data Loader with a flow to perform mass updates

Leveraging formulas to control output

..and more!

Requirements

You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
No previous design experience is needed.
No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures

Expand All Sections

1-Salesforce Flows: The Complete Guide to Lightning Flows - Introduction

1.1-Salesforce Lightning Flow Builder - Course Introduction

1.2-Salesforce Tribe of Mentors LinkedIn Group Invitation

2-Creating Your Salesforce Trailhead Environment

2.1-Setting Up Your Trailhead Playground

3-Salesforce Flow Basics: Welcome to the Salesforce Lightning Flow Builder!

3.1-Salesforce Flows: Starting with the Basics

3.2-Salesforce Flows: Understanding Flow Types and the Flow Builder Canvas

3.3-Salesforce Flows: The Screen Element

3.4-Salesforce Flows: The Create Records Element

3.5-Salesforce Flows: The Get Records Element

3.6-Salesforce Flows: The Update Records Element

3.7-Salesforce Flow Basics: A Summary

4-Salesforce Flow Challenge #1 - Set the Amount Field on Opportunities

4.1-Salesforce Flows: Introducing You - the Salesforce Administrator!

4.2-Salesforce Flows: Challenge One Prework

4.3-Salesforce Flows: Record Triggered Flow Configuration Screen

4.4-Salesforce Flows: Assignment Element

4.5-Salesforce Flows: Testing the Solution

4.6-Salesforce Flows: Salesforce Admin Cleanup

4.7-Salesforce Flows: Challenge One Recap

5-Salesforce Flow Challenge #2 - Updating a Task Owner Based on a Picklist

5.1-Salesforce Flows: Challenge Two Introduction

5.2-Salesforce Flows: Prework to building our Salesforce Flow

5.3-Salesforce Flows: Brief Review of the Salesforce Flow Functionality

5.4-Salesforce Flows: Record Triggered Flow Configuration and the Get Element

5.5-Salesforce Flows: Assignment Element

5.6-Salesforce Flows: Test our solution in the UI

5.7-Salesforce Flows: Working with the Salesforce Flow Debugger

5.8-Salesforce Flows: Challenge Two Recap

6-Salesforce Flow Challenge #3 - Find Primary Contact for Cases

6.1-Salesforce Flows: 3-1 Challenge Three Introduction

6.2-Salesforce Flows: 3-2 Complete the Prework

6.3-Salesforce Flows: 3-3 Best Practices When Building & Starting our Flow

6.4-Salesforce Flows: 3-4 Use a Get Element to Find the Primary Contact

6.5-Salesforce Flows: 3-5 Use the Update Element to Update our Case

6.6-Salesforce Flows: 3-6 Use a Decision + Get Element to find the oldest Contact

6.7-Salesforce Flows: 3-7 Understanding Sort Order, Using A Flow Formula

6.8-Salesforce Flows: 3-8 Final Flow Testing

6.9-Salesforce Flows: 3-9 Challenge Summary

7-Salesforce Flow Challenge #4 - Build a Call Script

7.1-Salesforce Flows: 4-1 Challenge Four Introduction

7.2-Salesforce Flows: 4-2 Build two fields on Lead object

7.3-Salesforce Flows: 4-3 Configure Our Screen Element and Using a Call Script

7.4-Salesforce Flows: 4-4 How to Create and Use a Record Single Variable in a Flow

7.5-Salesforce Flows: 4-5 How to use a Fault Element in a Salesforce Flow

7.6-Salesforce Flows: 4-6 How to use the Roll Back Records Element in a Flow

7.7-Salesforce Flows: 4-7 How to Use the Lookup Component in a Screen Flow

7.8-Salesforce Flows: 4-8 How to Deploy a Screen Flow to End Users in Salesforce

7.9-Salesforce Flows: 4-9 Challenge Four Recap

7.10-Salesforce Flows: Course Feedback

8-Salesforce Flow Challenge #5 - Using Loops

8.1-Salesforce Flows: 5-1 Loops Concept Overview

8.2-Salesforce Flows: 5-2 Loops in Action

8.3-Salesforce Flows: 5-3 Wrap up Loop Concept Overview

8.4-Salesforce Flows: 5-4 Challenge Overview

8.5-Salesforce Flows: 5-5 Challenge Prework

8.6-Salesforce Flows: 5-6 Opportunity Notes Record Triggered Flow

8.7-Salesforce Flows: 5-7 Build our Loop

8.8-Salesforce Flows: 5-8 Using a Record Collection to Make Updates

8.9-Salesforce Flows: 5-9 Testing Our Opportunity Notes Flow

8.10-Salesforce Flows: 5-10 Build our Before Save Flow

8.11-Salesforce Flows: 5-11 Test Our Before Save Flow

8.12-Salesforce Flows: 5-12 Build Flow to Update Related Records

8.13-Salesforce Flows: 5-13 Alternative Solution - Using a Quick Action

8.14-Salesforce Flows: 5-14 Challenge Summary

9-Salesforce Flow Challenge #6 - Scheduled Triggered Flows

9.1-Salesforce Flows: 6-1 Introduction to Scheduled Triggered Flows

9.2-Salesforce Flows: 6-2 Scheduled Triggered Flow Start Element

9.3-Salesforce Flows: 6-3 Updating Records in a Scheduled Triggered Flow

9.4-Salesforce Flows: 6-4 Running a Scheduled Triggered Flow

9.5-Salesforce Flows: 6-5 Happy Birthday Email Salesforce Flow Intro

9.6-Salesforce Flows: 6-6 Decision Element vs Formula Field in Scheduled Flows

9.7-Salesforce Flows: 6-7 How to Send Emails in a Salesforce Flow

9.8-Salesforce Flows: 6-8 Process Automation Settings

9.9-Salesforce Flows: 6-9 Debugging a Scheduled Salesforce Flow

9.10-Salesforce Flows: 6-10 Using a Fault Path in a Scheduled Triggered Flow

9.11-Salesforce Flows: 6-11 Salesforce Flow Challenge Review

9.12-Salesforce Flows: Course Feedback

10-Salesforce Flow Challenge #7 - Using Scheduled Paths

10.1-Salesforce Flows: 7-1 Challenge Introduction

10.2-Salesforce Flows: 7-2 Salesforce Flow Discovery Call

10.3-Salesforce Flows: 7-3 Key Takeaways from Salesforce Flow Discovery

10.4-Salesforce Flows: 7-4 Prework & Salesforce Inspector Extension

10.5-Salesforce Flows: 7-5 Automation Analytics

10.6-Salesforce Flows: 7-6 Send Email in Record Triggered Flow

10.7-Salesforce Flows: 7-7 Get Records to Find Primary Contact

10.8-Salesforce Flows: 7-8 Get Record to Find Oldest Contact

10.9-Salesforce Flows: 7-9 Create Automation Analytics Record

10.10-Salesforce Flows: 7-10 Scheduled Paths

10.11-Salesforce Flows: 7-11 Debug Immediate Path

10.12-Salesforce Flows: 7-12 Decision Element to Handle Null Email

10.13-Salesforce Flows: 7-13 First Scheduled Path - 2 Days Later

10.14-Salesforce Flows: 7-14 Second Scheduled Path - 4 Days Later

10.15-Salesforce Flows: 7-15 Third Scheduled Path - 6 Days Later

10.16-Salesforce Flows: 7-16 Fourth Scheduled Path - 8 Days Later

10.17-Salesforce Flows: 7-17 Final Scheduled Path - Closed Lost

10.18-Salesforce Flows: 7-18 Activate our Flow

10.19-Salesforce Flows: 7-19 Validate Flow Worked

10.20-Salesforce Flows: 7-20 Using Automation Analytics Records

10.21-Salesforce Flows: 7-21 Use ChatGPT to Build a Custom Time Source

10.22-Salesforce Flows: 7-22 Challenge Review

10.23-Salesforce Flows: Course Feedback

11-Salesforce Flow Challenge #8 - Building Subflows

11.1-Salesforce Flows: 8-1 Challenge Introduction

11.2-Salesforce Flows: 8-2 Salesforce Subflow Overview

11.3-Salesforce Flows: 8-3 Build Our First Subflow

11.4-Salesforce Flows: 8-4 Activate our Subflow and Add it to another Salesforce Flow

11.5-Salesforce Flows: 8-5 Tweak Our Subflow

11.6-Salesforce Flows: 8-6 Debug Our Subflow to Ensure it Works

11.7-Salesforce Flows: 8-7 Challenge Summary

12-Salesforce Flow Challenge #9 - Build Rollup Summaries with Salesforce Flows

12.1-Salesforce Flows: 9-1 Challenge Introduction

12.2-Salesforce Flows: 9-2 Build the Certification Object

12.3-Salesforce Flows: 9-3 Review How Rollup Summaries Work in Salesforce

12.4-Salesforce Flows: 9-4 Begin our Rollup Summary Flow

12.5-Salesforce Flows: 9-5 Count Active Certifications using a Collection Filter

12.6-Salesforce Flows: 9-6 Debug our Salesforce Flow to Make Sure the Count Works

12.7-Salesforce Flows: 9-7 Prepare to Rollup Date and Currency Fields

12.8-Salesforce Flows: 9-8 Count the Renewal Cost in our Flow

12.9-Salesforce Flows: 9-9 Find the Newest & Oldest Certification Date

12.10-Salesforce Flows: 9-10 Perform a Rollup On Record Deletion

12.11-Salesforce Flows: 9-11 Understanding Real-Time vs Scheduled Rollup Summaries

12.12-Salesforce Flows: 9-12 Building a Scheduled Rollup Summary

12.13-Salesforce Flows: 9-13 Build a Flow to Count Tasks related to a Case

12.14-Salesforce Flows: 9-14 Solution to Task Counting Flow Challenge

12.15-Salesforce Flows: 9-15 Challenge 9 Summary

12.16-Salesforce Tribe of Mentors LinkedIn Group

13-Salesforce Flow Challenge #10 - Block Task Deletion with Custom Errors

13.1-Salesforce Flows: 10-1 Challenge Introduction

13.2-Salesforce Flows: 10-2 Task Deletion Prework

13.3-Salesforce Flows: 10-3 Build Our Task Deletion Flow

13.4-Salesforce Flows: 10-4 Leverage a Custom Permission

13.5-Salesforce Flows: 10-5 Negative Testing Scenario

13.6-Salesforce Flows: 10-6 Challenge Summary

14-Salesforce Flows Challenge #11 - Master the Screen Flow Data Table

14.1-Salesforce Flows: 11-1 Challenge Introduction

14.2-Salesforce Flows: 11-2 Configure LEX Case Page Layout (Prework)

14.3-Salesforce Flows: 11-3 Start Screen Flow and Put it on LEX Page

14.4-Salesforce Flows: 11-4 Setup our Data Table in Our Flow

14.5-Salesforce Flows: 11-5 Build a Hyperlink Formula to the Task Subject

14.6-Salesforce Flows: 11-6 Build a Hyperlink Formula to the Related Contact

14.7-Salesforce Flows: 11-7 Complete Tasks Selected by a User in the Data Table

14.8-Salesforce Flows: 11-8 Bulk Test Closing Tasks in Our Data Table

14.9-Salesforce Flows: 11-9 Running a Data Table in System Mode

14.10-Salesforce Flows: 11-10 Challenge Summary

15-Salesforce Flow Challenge #12 - Send an Email Alert when Files are Uploaded

15.1-Salesforce Flows: 12-1 Challenge Introduction

15.2-Salesforce Flows: 12-2 Challenge Prework

15.3-Salesforce Flows: 12-3 Record Triggered Flow Limits and the DLRS Solution

15.4-Salesforce Flows: 12-4 DLRS Record Rollup Practice Example

15.5-Salesforce Flows: 12-5 How to Count File Uploads with DLRS

15.6-Salesforce Flows: 12-6 Build our Send Email Flow

15.7-Salesforce Flows: 12-7 Debug our Send Email Flow

15.8-Salesforce Flows: 12-8 Three New Fields and the secret of Custom Addresses

15.9-Salesforce Flows: 12-9 How To Launch a Screen Flow from a Button on a LEX Page

15.10-Salesforce Flows: 12-10 Add Three Fields To Our Screen Flow

15.11-Salesforce Flows: 12-11 Map Shipping Fields in Create Case Element

15.12-Salesforce Flows: 12-12 Dynamically Map a Queue as Owner

15.13-Salesforce Flows: 12-13 Best Practice: Debug and Solve Bugs

15.14-Salesforce Flows: 12-14 Challenge Summary

16-Salesforce Flow Challenge #13 - Using Apex Actions and LWCs in Flows

16.1-Salesforce Flows: 13-1 Challenge Introduction

16.2-Salesforce Flows: 13-2 Review Salesforce Flow Email Attachment Functionality

16.3-Salesforce Flows: 13-3 Use AI to write Email Attachment Apex Code

16.4-Salesforce Flows: 13-4 How Apex Actions Work in Salesforce Flow

16.5-Salesforce Flows: 13-5 Query the Email Attachment

16.6-Salesforce Flows: 13-6 Review Other Email Parameters

16.7-Salesforce Flows: 13-7 Test Email Attachment Apex Action

16.8-Salesforce Flows: 13-8 Create NavigateToRecord Lightning Component

16.9-Salesforce Flows: 13-9 Configure Lightning Action in Flow Builder

16.10-Salesforce Flows: 13-10 Test the NavigateToRecord Component

16.11-Salesforce Flows: 13-11 Create an Apex Test Class

16.12-Salesforce Flows: 13-12 Challenge Summary

17-Salesforce Flow Challenge #14 - Build a Refund Screen Flow

17.1-Salesforce Flows: 14-0 Challenge HEADS UP!

17.2-Salesforce Flows: 14-1 Challenge Introduction

17.3-Salesforce Flows: 14-2 Prework - Build Custom Object in Salesforce UI

17.4-Salesforce Flows: 14-3 Install Open Source Lightning Flow Components

17.5-Salesforce Flows: 14-4 Start Our Salesforce Screen Flow with Get Elements

17.6-Salesforce Flows: 14-5 Use A Custom Lightning Component to Show Flow Buttons

17.7-Salesforce Flows: 14-6 Data Table, Conditional Visibility, and Record Choice Set

17.8-Salesforce Flows: 14-7 Duplicate the Refund Screen in our Screen Flow

17.9-Salesforce Flows: 14-8 Use A Create Element to Create the Refund

17.10-Salesforce Flows: 14-9 Build a Screen to Upload Files into Salesforce

17.11-Salesforce Flows: 14-10 Duplicate our Upload Functionality, Assign Queue Owner

17.12-Salesforce Flows: 14-11 Follow Best Practice & Debug our Screen Flow

17.13-Salesforce Flows: 14-12 Challenge Summary

18-Salesforce Flow Challenge #15 - Platform Events, Data Loader, & Salesforce Flow

18.1-Salesforce Flows: 15-0 Challenge HEADS UP!

18.2-Salesforce Flows: 15-1 Challenge Introduction

18.3-Salesforce Flows: 15-2 Salesforce Platform Event Overview

18.4-Salesforce Flows: 15-3 Salesforce Data Loader Overview

18.5-Salesforce Flows: 15-4 Build Platform Event Triggered Flow

18.6-Salesforce Flows: 15-5 Debug Platform Event Triggered Flow

18.7-Salesforce Flows: 15-6 Using Salesforce Data Loader

18.8-Salesforce Flows: 15-7 Build Record Triggered Flow

18.9-Salesforce Flows: 15-8 Challenge 14 Summary

19-BONUS: Job Offer - Salesforce Consultant

19.1-Apply to become a Salesforce Consultant

20-Salesforce Lightning Flow Builder: Farewell!

20.1-Goodbye!

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