Mastering Salesforce Flows

Categories: CRM Courses
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About Course

Salesforce Flows are the backbone of process automation in the Salesforce platform. Our Mastering Salesforce Flows course is designed to take you from beginner to advanced level, equipping you with the skills to build powerful, scalable, and efficient automations without writing code.

Through step-by-step lessons, real-world examples, and hands-on projects, you’ll gain practical knowledge of how to design, build, and deploy flows that streamline business processes and improve productivity.

What Will You Learn?

  • By the end of this course, you’ll gain hands-on expertise in:
  • ✅ Flow Fundamentals – Understand Flow types, elements, variables, and resources.
  • ✅ Record-Triggered Flows – Automate business processes without Apex.
  • ✅ Scheduled & Autolaunched Flows – Run processes at specific times or behind the scenes.
  • ✅ Screen Flows – Build interactive guided user experiences.
  • ✅ Advanced Flow Logic – Use loops, decisions, subflows, and fault handling effectively.
  • ✅ Data Integration – Connect Salesforce with external systems using Flow HTTP Callouts.
  • ✅ Dynamic Forms & Components – Deliver personalized, context-driven user interfaces.
  • ✅ Approval Processes & Notifications – Implement real-time approvals and custom alerts.
  • ✅ Debugging & Best Practices – Learn how to test, optimize, and manage large-scale Flows.
  • ✅ Real-World Projects – Apply your learning to solve practical business scenarios.

Course Content

Module 1: . Introduction to Salesforce Flow

  • What is Salesforce Flow?
  • Types of Flows: Screen Flows, Record-Triggered Flows, Scheduled Flows, Auto-Launched Flows
  • Use cases and benefits of using Salesforce Flows
  • Flow Builder Interface Overview

Module 2: Core Concepts and Components

Module 3: Creating Basic Flows

Module 4: Advanced Flow Features

Module 5: Flow Integration

Module 6: Flow with Salesforce Features

Module 7: Debugging and Troubleshooting

Module 8: Practical Use Cases

Module 9: Advanced Topics

Real World Projects

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