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Salesforce Visual Workflow Complete course

Deepika Khanna

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54 Videos (7h 29m)
    • Create Salesforce Developer account

      5:17
    • Salesforce Visual Workflow: What is visual workflow?

      5:17
    • How to create Flows in Salesforce?

      9:08
    • Flow Screen Element: Building a Simple flow

      7:40
    • Working on our first Flow requirement

      5:39
    • Create an Input Screen for Users

      10:09
    • Overview of Cloud Flow Designer tool

      5:22
    • Understanding the Flow Designer User Interface

      6:21
    • Tour the Cloud Flow Designer User Interface: Resources Tab

      9:02
    • Adding Fields to Screen

      14:24
    • Flow Decision Element: Extending Salesforce without code

      13:58
    • How to create Salesforce records from a Flow?

      22:28
    • Flow Record Lookup Element: How to use a Record Lookup ?

      17:01
    • Flow Fast Create Element : How to use a Fast Create ?

      9:06
    • Flow Fast Create Element continuation

      12:12
    • Fast Create element part 3

      8:36
    • Business Requirement Overview to build a Wizard using Visual Workflow

      16:15
    • Setting the start element in the flow

      5:49
    • Adding a Picklist choice to a Flow

      6:06
    • Connecting the flow elements

      5:40
    • Adding fields to the screen element

      5:10
    • Adding Textbox to capture data from user

      4:24
    • Adding decision element and outcomes to a flow

      8:37
    • Flow screen Element: Radio button fields

      8:47
    • Using object fields in a flow

      8:49
    • Building up the alternate path

      5:12
    • Adding a decision element for the requirement

      6:05
    • Displaying input fields values on the screen

      9:58
    • Final Test for the flow

      9:24
    • Introduction to Loop and collection

      8:40
    • Adding a Screen to capture city and state info

      4:51
    • Fast lookup vs Record Lookup in Flows

      10:20
    • Loop element: Iterating over a collection of sobject records

      12:24
    • Assignment Element: Specify variables whose values you want to update

      6:33
    • Fast update element in visual workflow

      10:06
    • Test the flow

      12:50
    • Requirement: Build a call center application

      14:36
    • Hands On exercise: Adding custom objects for our requirement:Department &college

      6:49
    • Hands On Adding custom fields to the Account object

      5:42
    • Adding variables for subflow

      8:01
    • Adding Decision element to decide the transfer type

      5:48
    • Build the path if the outcome is Department

      10:39
    • Wrapping up the Subflow

      11:51
    • Activating the Subflow

      0:51
    • Main Flow: Creating Input Output variables for the Main flow

      6:42
    • Designing the Main flow

      10:42
    • Review Sub-flow and Main flow side by side

      3:51
    • Invoking the Main flow from Custom button on Account Detail page

      8:02
    • Testing the Main flow

      5:49
    • Creating a Survey using a Flow

      2:51
    • Adding Survey Object to capture survey data

      2:39
    • Designing the Survey Flow

      4:50
    • Creating the Survey Screen

      6:08
    • Invoking flow from Visualforce page

      5:50

About This Class

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. 

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 :)

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