Salesforce Visual Workflow Course

This course is for Salesforce developers, administrators, customers and partners who want to use Flow to automate their business requirements by click not code. Whether you are new to Salesforce or you are an expert, you will be able to master Flows.

Note: This course doesn’t require any programming or coding skills.

If you are looking to learn what Visual Workflow is and how to automate business processes using Flows, then you have come to the right place.

You may be expecting this as “how to course” but its not true.

The course goes beyond just a simple step-by-step how -to course.You will build real -time business processes using flow.

Take This Course Β Price: $29

The course is divided into multiple modules.Below is a quick overview of the course:

In the first module “Getting Started with Visual Workflow” ,we will learn about basic knowledge of Salesforce Visual Workflow. We will also create our free developer account which we will automate business processes using Visual Workflow. We will also discuss the benefits of using Salesforce Visual Workflow. You will also get an overview of Flow canvas and its elements.

 

In the 2nd module, “Creating your first flow” , we will pick a business process and we will see how to use a flow instead of Apex code to solve them. We will learn about Screen element, adding text to the screen and other components.

In the 3rd module, “Overview of Cloud Flow Designer Tool”, talks about constant and Text template in Flow and then takes you toward the manipulation of data using Record elements. We will designs flows using Screen, Assignment ,Record Create, Fast Create, Record lookup, Fast Lookup and Decision elements.

In the 4th module, “Creating a Wizard using Flow”, we will build a wizard to interact with users. Through this example, we will learn about how to build a complex flow using Cloud Flow Designer.

In the 5th module, “Salesforce Data and Loops”, talks about the concept of Collections and Loops.We will learn about Salesforce lookup, Salesforce updates and we will also create a flow that handles multiple records from Salesforce.

In the 6th module, “Building an App with Visual Workflow”, we will learn about subflows. We will see how to invoke the subflows from Main flow. This section talks about passing parameters from the salesforce object page to the Main flow and invoke flow from Salesforce object.

In the 7th module, “Creating survey with flow“, we will create a survey using a Flow and also we will learn to invoke survey from a visualforce page.

By the end of this course, you will become a master of Flows and you will able to build simple to complex business processes with clicks not code. See you in course πŸ™‚ πŸ™‚

Below are the content of the course we will cover:

Module 1 Getting Started with VisualWorkflow
Unit 1 Create Salesforce Developer account
Unit 2 Salesforce Visual Workflow: What is visual workflow?
Module 2 Creating your first flow
Unit 1 How to create Flows in Salesforce?
Unit 2 Flow Screen Element: Building a Simple flow
Unit 3 Working on our first Flow requirement
Unit 4 Create an Input Screen for Users
Module 3 Overview of Cloud Flow Designer Tool
Unit 1 Overview of Cloud Flow Designer tool
Unit 2 Understanding the Flow Designer User Interface
Unit 3 Tour the Cloud Flow Designer User Interface: Resources Tab
Unit 4 Adding Fields to Screen
Unit 5 Flow Decision Element: Extending Salesforce without code
Unit 6 How to create Salesforce records from a Flow?
Unit 7 Flow Record Lookup Element: How to use a Record Lookup ?
Unit 8 Flow Fast Create Element : How to use a Fast Create ?
Unit 9 Flow Fast Create Element continuation
Unit 10 Fast Create element part 3
Module 4 Creating a wizard using a flow
Unit 1 Business Requirement Overview to build a Wizard using Visual Workflow
Unit 2 Setting the start element in the flow
Unit 3 Adding a Picklist choice to a Flow
Unit 4 Connecting the flow elements
Unit 5 Adding fields to the screen element
Unit 6 Adding Textbox to capture data from user
Unit 7 Adding decision element and outcomes to a flow
Unit 8 Flow screen Element: Radio button fields
Unit 9 Using object fields in a flow
Unit 10 Building up the alternate path
Unit 11 Adding a decision element for the requirement
Unit 12 Displaying input fields values on the screen
Unit 13 Final Test for the flow
Module 5 Salesforce Data and Loops
Unit 1 Introduction to Loop and collection
Unit 2 Adding a Screen to capture city and state info
Unit 3 Fast lookup vs Record Lookup in Flows
Unit 4 Loop element: Iterating over a collection of SObject records
Unit 5 Assignment Element: Specify variables whose values you want to update
Unit 6 Fast update element in visual workflow
Unit 7 Test the flow
Module 6 Building an App with Visual Workflow
Unit 1 Requirement: Build a call center application
Unit 2 Hands On exercise: Adding custom objects for our requirement:Department &college
Unit 3 Hands On Adding custom fields to the Account object
Unit 4 Adding variables for subflow
Unit 5 Adding Decision element to decide the transfer type
Unit 6 Build the path if the outcome is Department
Unit 7 Wrapping up the Subflow
Unit 8 Activating the Subflow
Unit 9 Main Flow: Creating Input Output variables for the Main flow
Unit 10 Designing the Main flow
Unit 11 Review Sub-flow and Main flow side by side
Unit 12 Invoking the Main flow from Custom button on Account Detail page
Unit 13 Testing the Main flow
Module 7 Creating Survey with Flow
Unit 1 Creating a Survey using a Flow
Unit 2 Adding Survey Object to capture survey data
Unit 3 Designing the Survey Flow
Unit 4 Creating the Survey Screen
Unit 5 Adding the survey information in the Salesforce org
Unit 6 Invoking flow from Visualforce page

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