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Trailhead

Automate Your Business Processes with Salesforce Flow

Salesforce via Trailhead

Overview

Optimize your business processes by harnessing the power of Salesforce Flow.
  • Automate processes for every app, experience, and portal with declarative tools.
  • 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.
  • Make sure your users can easily access the flows you built.
  • Create a flow that calculates and updates an opportunity's discount.

Syllabus

  • Salesforce Flow
    • Choose the Right Automation Tool
    • Automate Simple Business Processes with Process Builder
    • Guide Users Through Your Business Processes with Flow Builder
    • Customize How Records Get Approved with Approvals
  • Flow Basics
    • Get Started With Flows
    • Meet Flow Builder
  • Build a Simple Flow
    • Collect Contact Info from Your User
    • Check for a Matching Contact in Your Org
    • Branch the Flow
    • Create or Update a Contact
  • Screen Flow Distribution
    • Get Started with Flow Distribution
    • Display a Flow on a Page in Your Salesforce Org
    • Add a Flow as an Action on a Record
    • Display a Flow on Every Page in Your Salesforce Org
    • Display a Flow on a Page Outside Your Salesforce Org
  • Build a Discount Calculator
    • Prepare Your Org
    • Build Lookup Logic to Find the Account Associated with This Opportunity
    • Build Logic to Determine the Right Discount to Apply
    • Add an Action to Update the Opportunity
    • Distribute the Flow with a Custom Button

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