Introduction - Salesforce Flow and Process Builder

This course is intended for those who want to use Flow to automate their business requirements by click, not code.

4.40 (272 reviews)
Udemy
platform
English
language
Other
category
instructor
Introduction - Salesforce Flow and Process Builder
7,976
students
1.5 hours
content
Aug 2019
last update
FREE
regular price

What you will learn

Flow is powerful and under-utilized tool in Salesforce. In this course, you will learn how to utilize the Flow and Process Builder. First, you will learn the structure of the Flow Builder then you will discover use cases for Flow and finally, you will learn how to create and distribute your Flows.

Why take this course?

This course will help you understand  Flow concepts. Flows can call Apex classes, interact with the Salesforce objects and guide users through screen wizard for creating and updating data. This tool is primarily used to generate wizard-style screens that can take a user through a series of steps, updating records along the way.

Reviews

Swapnil
January 7, 2023
The course is a very good introduction to the Flows functionality. In just 13 lectures Hriday takes us through Screen flows, auto-launched flows, creating and updating records, loops, assignment and custom notifications. That's a lot of ground covered. The teaching style is clear. The pace is easily manageable. If you are thinking of going through Flow related modules on Trailhead, I recommend you go through this course first.
Elena
October 27, 2022
This course was developed in 2019 and flows have evolved a lot since then. Back then there were only two flow types, Screen Flow and Autolaunched and to make up for the lack of the new flow types it uses Process Builder to launch them but it is now deprecated.
SEBASTIAN
January 11, 2022
Totally skipped over an entire section in Part 1. If this is supposed to be for a beginner then you should take the time to explain each part of the Flow.
Richard
July 1, 2021
This is a good course with autoflow examples, which are very useful and the linking with Process Builder is great helps cover using detailed flow processes and triggered by PB. Thank you
Rahul
June 4, 2021
Didnt show how to create Opportunity Screen and also picklist for Stage in Screen -Contact and Opportunity
Jim
May 19, 2021
Most of the videos had very abrupt ends and cut off in the middle of a word. Overall, the videos felt disjointed. I would have liked a little more WHY behind some of the pre-requisite steps like creating variables.
Trilochan
April 8, 2021
Good explanation. Especially the re-iterate part for every video is good. Student gets to understand a concept multiple times. Thanks for such a good Tutorial for Flow and Process Builder.
Sharon
April 2, 2021
I have a flow Im building - when a custom object record is created I want it to create a new Account and Contact if new, or just relate if existing. I can get it to create the Account and link back to the custom object record and I can get it to create a Contact, but I cannot get the contact to relate to the custom object and I cant get the account and contact to relate. I was hoping to get information to figure it out.
Selvan
November 26, 2020
While creating contact explained clear but not showing opportunity creation looks like something is jumped
Trusha
October 2, 2020
Excellent Course. I highly recommend to anyone who wants to learn Flow basics. It's very essential skills in Salesforce Administrator.
Monica
July 14, 2020
amazing!!! i learned so much and not just about flows ie developer tool for queries, etc. thank you for making this available. i cant wait to start using these new skills
Mohan
May 4, 2020
Course is really good if you have a basic knowledge on your project resource requirement, makes easy on how to handle the flow types and its tools
Andy
March 23, 2020
The tutor's communication and ROS was very balanced. Very good knowledge about Flows & Process Builder. I would recommend every Salesforce aspirants to go through this course at least once.
Swapnagandha
March 11, 2020
The course is a very good introduction to the Flows functionality. In just 13 lectures Hriday takes us through Screen flows, auto-launched flows, creating and updating records, loops, assignment and custom notifications. That's a lot of ground covered. The teaching style is clear. The pace is easily manageable. If you are thinking of going through Flow related modules on Trailhead, I recommend you go through this course first.
Sankalp
September 24, 2019
This is one is the best course on Salesforce Automation online. Hirday has a lot of knowledge on the topic and it can get you up to speed, 0 to 1 in 4-5 hours of viewing and practicing the Content. 5 stars to Hirady for Content and Delivery. I am expecting an advanced course from the Instructor.

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2513670
udemy ID
8/17/2019
course created date
11/21/2019
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