Salesforce Flow Builder With Complete Real Time Scenarios

Learn Salesforce Flow Builder Step-by-Step based on real time project scenarios from beginning to advanced level

What you'll learn

Salesforce Lightning Flow builder

Salesforce flow project scenario and use cases

Real life business use cases

Build Complex Business Logic With Flows

Create an Object-Specific Quick Action That Launches a Flow

Options for Sending Emails from a Flow

Flow exception handling mechanism

Requirements

Basic Knowledge of Computer

Basic Knowledge of Internet Surfing

Basic Knowledge of Salesforce Admin Concepts

Basic Knowledge of Salesforce

Description

Salesforce Lightning Flow Builder is a powerful tool that allows users to create, automate, and streamline business processes within the Salesforce platform. It is part of Salesforce's suite of tools for building custom applications and automating various tasks without the need for extensive coding.The Key Features of Salesforce Flow Builder:-Drag-and-Drop Interface: The Flow Builder provides an intuitive drag-and-drop interface to create flows quickly and easily. Users can add various screen elements, decision elements, and actions by simply dragging them onto the canvas.Screen Elements: Flow Builder offers a wide range of screen elements, such as text, input fields (like text, picklists, radio buttons), rich text, images, and more. These elements are used to collect data or display information to users during the flow.Data Collection and Updates: Flows built with Screen Flow Builder can gather data from users and update records in Salesforce based on the information provided. It supports creating, updating, and deleting records.Decision Elements: With decision elements, you can add conditional logic to your flows. Depending on the data entered by users or the data retrieved from Salesforce records, the flow can take different paths.Action Elements: Action elements allow you to perform various actions during the flow, like creating records, updating fields, sending emails, making API calls, and more.Integration: Screen Flow Builder can integrate with other Salesforce features, such as Lightning pages, Visualforce pages, or Lightning Web Components. This enables users to embed flows seamlessly into their Salesforce environment.Validation and Error Handling: You can add validation rules and error handling to ensure that users enter correct and valid data during the flow. Error screens can be designed to display custom error messages.Multi-Step Flows: Flows can have multiple screens, guiding users step-by-step through a process. This helps streamline complex tasks and ensures data consistency.Overview:-In this course I have covered complete syllabus of Salesforce Lightning Flow Builder as Screen Flow, Record Trigger Flow, Schedule Trigger Flow and Auto launched Flow with Real Time Scenarios. Where you will be learn advanced technical scenarios based on projects live demo step-by-step guide from beginning to advanced level of Screen Flow Builder in Salesforce.I have taken care of who are brand new to start Salesforce Career and want to grow their Career in Salesforce.What you'll learn:-Real time scenario to build screen flowReal time scenario to build Auto launched flowDifferent types of flowsLightning Flow -Build Flows with Flow BuilderLightning Flow Builder elements and Keyboard ShortcutsLightning Flow BuilderCustomize the Error Message for Running Flow UsersFlow exception handling mechanismBuilding Blocks of FlowsActivate or Deactivate a FlowIntegrate with External Systems from a FlowUpdate Salesforce Records from a FlowLaunch a Flow from a Workflow ActionOptions for Sending Emails from a FlowDebug a Flow in Flow BuilderAdd a Flow to a Lightning PageRun a Flow in Flow BuilderRedirect Flow Users with a Local ActionShare the Flow URL or Create a Custom Button, Link, or Web TabLaunch a Flow from a Process - Process BuilderCreate an Object-Specific Quick Action That Launches a FlowWhat will you be able to do after taking this course? Screen Flow Builder:-How to create a related Contact in Salesforce through Screen Flow?How to create Opportunity related to Account through Quick Action?How to Upload a file related to Account base on Condition in Salesforce?How to create a case using Screen Flow and link to Account in Salesforce? How to use Subflow to Create Contact and Opportunity using Choice Set in Salesforce? How to Send Email using Email Action through Flow Builder if Lead is Created? How to create a Opportunity record with Lookup field from Screen Flow in Salesforce? How to Create a Case and link to related Account than Task will be create automatically through Action?How to Send Custom Notification upon Contact Creation on Account? How to Send Email through Email Alert & Email Template? If Opportunity is created on Account, then Event will be created automatically through "Create Record Element" .Create a Case and link to related Account than Task will be create automatically through "Create Record Element". If an Opportunity is created on Account, then Event will be created automatically through Action.Record Trigger Flow:-How to Create Contact automatically whenever Account is created?How to check Condition to Create Contact automatically whenever Account is created?If Account Type is "Technology Partner" then set Rating as "Hot" of Account Record.If Account is Created, then Create a Contact Automatically and linked to the related Account.How to use $Record and $Record__Prior value in Record-Trigger Flow?How to update Parent to Child record without Loop using Record-Trigger Flow?How to update Parent to Child record Using Loop Element in Record Trigger Flow?How to send an Email after created record through Record Trigger Flow?Whenever Lead Source changed as "Web" then Send Custom Notification to a Public Group.Whenever Lead Status changed as "Closed Converted" then Delete the Lead Record.Populate Total No of related record from Record Trigger Flow using Record Type.How to assign Permission Set to a User automatically upon User is updated?How to check duplicate record check through flow and validation rule?If Lead is Created then Create a "Post to Chatter record" through Action in Record Trigger Flow.If Lead is Created then Create a "Post to Chatter" in Record Trigger Flow Using Create Record Element.Schedule Trigger Flow & Auto launched Flow:-How to Schedule Trigger Flow to update the Opportunity Record?How to Schedule-Trigger Flow  to update Lead where Lead Source is Web?How to Schedule-Trigger Flow to Send an Email to Lead Owner when Rating is Hot?How to call Autolaunched flow into a sub flow as a record trigger flow.

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Screen Flow Scenario in Salesforce

Lecture 2 Account Record Page to Create a related Contact in Sale

Lecture 3 Create Opportunity related to Account Run Screen Flow through Quick Action

Lecture 4 Upload a file related to Account base on Condition

Lecture 5 How to create a case using screen flow and link to Account in Salesforce

Lecture 6 Sub flow to Create Contact and Opportunity using Choice Set in Salesforce

Lecture 7 Send Email using Email Action through Flow Builder if Lead is Created

Lecture 8 Create a Opportunity record with Lookup field from Screen Flow in Salesforce

Lecture 9 Task will be created automatic through Action if Case is Create from Screen Flow

Lecture 10 Send Custom Notification upon Contact Creation on Account in Salesforce

Lecture 11 Send Email through Email Alert & Email Template in Salesforce

Lecture 12 If Opportunity is created on Account, then Event will be created automatically

Lecture 13 Task will be created automatic through 'Create Record Element' if Case is Create

Lecture 14 If an Opportunity is created on Account, then Event will be created automatic

Section 3: Record Trigger Flow Scenario in Salesforce

Lecture 15 Create Contact automatically whenever Account is created

Lecture 16 Check Condition to Create Contact automatically whenever Account is created

Lecture 17 If Account Type is Technology Partner then set Rating as Hot of Account Record

Lecture 18 Create a Contact Automatically and linked to the related Account

Lecture 19 How to use $Record and $Record__Prior value in Record-Trigger Flow

Lecture 20 Update Parent to Child record without Loop using Record-Trigger Flow

Lecture 21 Update Parent to Child record Using Loop Element in Record Trigger Flow

Lecture 22 After Created Record Send an Email Action through Record Trigger Flow

Lecture 23 If Lead Source changed as "Web" then Send Custom Notification to a Public Group

Lecture 24 Whenever Lead Status changed as "Closed Converted" then Delete the Lead Record

Lecture 25 Populate Total No of related Record from Record Trigger Flow using Record Type

Lecture 26 Assign Permission Set to a User automatically upon User in Record Trigger Flow

Lecture 27 Duplicate record check through flow and validation rule in record trigger flow

Lecture 28 If Lead is Created then Create a Post to Chatter record through Action in Record

Lecture 29 If Lead is Created then Create a Post to Chatter using Create Record Element

Section 4: Schedule Trigger Flow and Autolaunched Flow in Salesforce

Lecture 30 How to use Schedule Trigger Flow to update the Opportunity Record?

Lecture 31 Schedule-Trigger Flow to update Lead where Lead Source is Web

Lecture 32 Schedule-Trigger Flow to Send an Email to Lead Owner when Rating is Hot

Lecture 33 How to call Autolaunched flow into a Subflow as a Record Trigger Flow Salesforce

This course prepared for that students who learning from internet and practice on his computer,This course prepared for that students who are preparing for job interview,This course prepared for IT Professional and working on live project on office,Students who learning Salesforce Administrator,Students who learning Salesforce development