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Trailhead

Build Flows with Flow Builder

Salesforce via Trailhead

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Overview

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 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
  • Flow Builder
    • Learn About Flow Resources and Variables
    • Create a Variable
    • Add Screens to Your Flow
    • Add Logic to Your Flow
    • Add Actions to Your Flow
  • Flow Testing and Distribution
    • Make Sure Your Flow Works
    • Enable User Access For Your Flow

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