Salesforce Visual Workflow Guide

Click your way to automating business processes using Visual Workflow. Practical course to Model-Driven Development .

Last updated 2022-01-10 | 4.1

- You will be able to build complex flows.
- You will learn about Cloud Flow Designer tools.
- The benefits of Visual workflow.

What you'll learn

You will be able to build complex flows.
You will learn about Cloud Flow Designer tools.
The benefits of Visual workflow.
Invoking flows from Salesforce Objects
Building an app using visual workflow.
Invoking flows from visualforce pages

* Requirements

* Visual Workflow is available in Enterprise
* Performance
* Unlimited and Developer Editions.
* You will need a computer with a modern web browser.
* You will need a free Salesforce Developer org.

Description

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 a 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 :)

Who this course is for:

  • This course is intended for those who want to use Flow to automate their business requirements by click, not code.
  • If you are new to Salesforce or you are a seasoned expert, you will be able to master Flow and Cloud Flow Designer.
  • No coding or programming experience is needed for this course.

Course content

7 sections • 55 lectures

Create Salesforce Developer account Preview 05:17

Salesforce Visual Workflow: What is visual workflow? Preview 04:30

How to create Flows in Salesforce? Preview 09:08

Flow Screen Element: Building a Simple flow Preview 07:40

Working on our first Flow requirement Preview 05:39

Create an Input Screen for Users Preview 10:09

Overview of Cloud Flow Designer tool Preview 05:22

Understanding the Flow Designer User Interface Preview 06:21

Tour the Cloud Flow Designer User Interface: Resources Tab Preview 09:02

Adding Fields to Screen Preview 14:24

Flow Decision Element: Extending Salesforce without code Preview 13:58

How to create Salesforce records from a Flow? Preview 22:28

Flow Record Lookup Element: How to use a Record Lookup ? Preview 17:01

Flow Fast Create Element : How to use a Fast Create ? Preview 09:06

Flow Fast Create Element continuation Preview 12:12

Fast Create element part 3 Preview 08:36

Business Requirement Overview to build a Wizard using Visual Workflow Preview 16:15

Setting the start element in the flow Preview 05:49

Adding a Picklist choice to a Flow Preview 06:06

Connecting the flow elements Preview 05:40

Adding fields to the screen element Preview 05:10

Adding Textbox to capture data from user Preview 04:24

Adding decision element and outcomes to a flow Preview 08:37

Flow screen Element: Radio button fields Preview 08:47

Using object fields in a flow Preview 08:49

Building up the alternate path Preview 05:12

Adding a decision element for the requirement Preview 06:05

Displaying input fields values on the screen Preview 09:58

Final Test for the flow Preview 09:24

Introduction to Loop and collection Preview 08:40

Adding a Screen to capture city and state info Preview 04:51

Fast lookup vs Record Lookup in Flows Preview 10:20

Loop element: Iterating over a collection of sobject records Preview 12:24

Assignment Element: Specify variables whose values you want to update Preview 06:33

Fast update element in visual workflow Preview 10:06

Test the flow Preview 12:50

Requirement: Build a call center application Preview 14:36

Hands On exercise: Adding custom objects for our requirement:Department &college Preview 06:49

Hands OnAdding custom fields to the Account object Preview 05:42

Adding variables for subflow Preview 08:01

Adding Decision element to decide the transfer type Preview 05:48

Build the path if the outcome is Department Preview 10:39

Wrapping up the Subflow Preview 11:51

Activating the Subflow Preview 00:51

Main Flow: Creating Input Output variables for the Main flow Preview 06:42

Designing the Main flow Preview 10:42

Review Sub-flow and Main flow side by side Preview 03:51

Invoking the Main flow from Custom button on Account Detail page Preview 08:02

Testing the Main flow Preview 05:49

Creating a Survey using a Flow Preview 02:51

Adding Survey Object to capture survey data Preview 02:39

Designing the Survey Flow Preview 04:50

Creating the Survey Screen Preview 06:08

Adding the survey information in the Salesforce org Preview 06:24

Invoking flow from Visualforce page Preview 05:50