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Trailhead

Build Flows with Flow Builder

Salesforce via Trailhead

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Overview

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Build, test, and distribute flows to automate your business processes.
  • 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.
  • Get to know Flow Builder and learn to automate your business process with a flow.
  • Learn how to test and distribute a flow to users.

Syllabus

  • Flow Builder Basics
    • Get Started with Business Process Automation
    • Go with the Flow
    • Meet Flow Builder
    • Learn About Flow Variables
  • Data and Actions in Flows
    • Work with Salesforce Records in Flows
    • Combine Variables and Data Elements
    • Communicate Using the Action Element
    • Make the Most of Global Variables and Values
  • Flow Builder Logic
    • Define Multiple Paths in a Flow
    • Set and Change Variable Values
    • Calculate Values in Variables and Formulas
    • Run a Flow Within a Flow
    • Route and Reorder Flow Elements
  • Record-Triggered Flows
    • Get Started with Triggered Flows
    • Build a Record-Triggered Flow
    • Add a Scheduled Task to Your Flow
    • Meet Flow Trigger Explorer
  • Autolaunched and Scheduled Flows
    • Get Started with Autolaunched Flows
    • Build an Autolaunched Flow
    • Run an Autolaunched Flow from a Custom Button
    • Schedule a Flow
  • Screen Flows
    • Get Started with Screen Flows
    • Build a Screen Flow
    • Give Users a Choice
    • Add More Options to Your Screens
    • Improve the Look and Feel of Your Screens
  • Multirecord Elements and Transforms in Flows
    • Update and Retrieve Multiple Records
    • Transform Multiple Records
    • Transform Data From One Form to Another
    • Organize Data in a Collection Variable

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