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Udemy

Salesforce Lightning Flow Builder: Automate Business Process

via Udemy

Overview

Master Salesforce Lightning Flows with hands-on real business scenarios | Screen, Record-Triggered, and Scheduled Flows

What you'll learn:
  • Build no-code automations using the Salesforce Lightning Flow Builder
  • Create screen flows, scheduled flows, and record-triggered processes
  • Master debugging techniques and fault paths in flows
  • Automate real-world business processes with hands-on examples
  • Design enterprise-level workflows without writing Apex code
  • Handle real-time use cases like updating cases, creating leads, sending alerts

Learn Salesforce Lightning Flows the practical way by building real business process automations from scratch. In this hands-on course, you’ll master Screen Flows, Record-Triggered Flows, Platform Events, and more all without writing a single line of code. Designed for both Salesforce Admins and Developers, this course helps you automate everything from lead creation to case updates, chatter posts, email alerts, and daily schedule flows using the powerful Flow Builder interface.

With 40+ bite-sized lectures, real-world examples, and ongoing updates, this course is built to give you job-ready confidence in Salesforce Lightning Flows.


After completing this course, you'll be able to:

  • Create Child Record with flows without writing a single line code.

  • Create Real time Screen Flows

  • Learn about Loops, Decision Element, update Record, Create Record element in flow.

  • Build real time complex flows

  • Update fields using flows.

  • Auto Update Child Records using flows

  • Email alert using flows

  • Scheduling emails

  • Auto Create Records

  • Auto Post to chatter

  • Invoking flow from object specific action and buttons

  • Invoking flow from home page

  • Create Platform Event Triggered flow

  • Debugging flows

  • Fault Path in Flow

  • Create Schedule Flows and monitoring them

  • Create Record Triggered flows

  • Publish platform events from external system and creating new records using flows


The course is made very concisely keeping in mind that all the relevant information regarding salesforce lightning flow builder is covered. Each and every topic is covered in very engaging and interesting manner. This course is not a power-point presentation but its a complete hands -on course so you can learn by doing.

What all the scenarios we will cover in this course?

  • Create a form to capture User details and store it in the Lead record and also display a newly created Lead link

  • Conditionally display fields on the screen

  • Create Survey Form to capture User Feedback

  • Add Email Alert whenever the user submit a survey.

  • Display Total count of Contact Records in Display Text

  • Update Case with new data captured from user

  • Send Email Alert on Case Close

  • Copy Account Billing Information on Related Contact Records

  • Validate User Input to capture valid phone number and email.

  • Capture Account, Contact and Case Information via screen and create Account,Contact and Case record related to each other.

  • Update newly created lead with default values

  • Update opportunity Description field whenever Opportunity Stage Changes

  • Schedule a flow to run daily

  • Create a record whenever a new Platform Event is published


At the end of the course, you will be able to solve simple to complex business use cases using the Lightning Flow Builder. I am updating this course on each release and will keep adding new content in this course regularly.


Happy Learning!!


Syllabus

  • Introduction to Flows in Salesforce
  • Screen Flow in Salesforce
  • Record Triggered flow
  • Schedule Trigger Flow
  • Platform Event Triggered Flow
  • Login Flows in Salesforce
  • Auto launched flow in Salesforce

Taught by

Deepika Khanna

Reviews

4.5 rating at Udemy based on 1651 ratings

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