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Trailhead

Distribute and Implement Flows

Salesforce via Trailhead

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Overview

Test, debug, and distribute flows to automate your business processes.
  • Make sure your users can easily access the flows you built.
  • Follow best practices when creating a flow to minimize the risk of errors later.
  • Create and deploy flows following best practices to prevent errors.
  • Learn how to test and distribute a flow to users.
  • Diagnose and fix common flow issues.

Syllabus

  • 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
  • Flow Implementation I
    • Implement Flows Like a Pro
    • Drive Your Flow Development with Tests
    • Create Flow Tests
    • Avoid Flow Limits
  • Flow Implementation II
    • Grant Flow Permissions and Context
    • Debug Flows as Another User
    • Handle Flow Errors with Fault Paths
    • Roll Back Changes After an Error
    • Deploy Your Flow to Production
  • Flow Testing: Step-by-Step
    • Make Sure Your Flow Works
  • Flow Troubleshooting
    • Review Flow Terminology and Sign Up for a Special Org
    • Fix Access Issues in a Flow
    • Fix Issues Caused by a Null Value in a Flow

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