Salesforce Visual Workflow Complete course

Click your way to automating business processes using Visual Workflow. Practical course to Model-Driven Development .

4.20 (158 reviews)
Udemy
platform
English
language
Other
category
instructor
1,208
students
7.5 hours
content
Apr 2023
last update
$44.99
regular price

What you will learn

You will be able to build complex flows.

You will learn about Cloud Flow Designer tools.

The benefits of Visual workflow.

Invoking flows from Salesforce Objects

Building an app using visual workflow.

Invoking flows from visualforce pages

Description

This course is for Salesforce developers, administrators, customers and partners who want to use Flow to automate their business requirements by click not code. Whether you are new to Salesforce or you are a expert, you will be able to master Flows.  

Note: This course doesn't require any programming or coding skills.

If you are looking to learn what Visual Workflow is and how to automate business processes using Flows, then you have come to the right place. You may be expecting this as "how to course" but its not true. The course goes beyond just a simple step-by-step how -to course.You will build real -time business processes using flow. 

The course is divided into multiple modules.Below is a quick overview of the course:

In the first module "Getting Started with Visual Workflow" ,we will learn about basic knowledge of Salesforce Visual Workflow. We will also create our free developer account which we will automate business processes using Visual Workflow. We will also discuss the benefits of using Salesforce Visual Workflow. You will also get an overview of Flow canvas and its elements.

In the 2nd module, "Creating your first flow" , we will pick a business process and we will see how to use a flow instead of Apex code to solve them. We will learn about Screen element, adding text to the screen and other components.

In the 3rd module, "Overview of Cloud Flow Designer Tool", talks about constant and Text template in Flow and then takes you toward the manipulation of data using Record elements. We will designs flows using Screen, Assignment ,Record Create, Fast Create, Record lookup, Fast Lookup and Decision elements. 

in the 4th module, "Creating a Wizard using Flow", we will build a wizard to interact with users. Through this example, we will learn about how to build a complex flow using Cloud Flow Designer. 

In the 5th module, "Salesforce Data and Loops",  talks about the concept of Collections and Loops.We will learn about Salesforce lookup, Salesforce updates and we will also create a flow that handles multiple records from Salesforce.

In the 6th module, "Building an App with Visual Workflow",  we will learn about subflows. We will see how to invoke the subflows from Main flow. This section talks about passing parameters from the salesforce object page to the Main flow and invoke flow from Salesforce object.

In the 7th module, "Creating survey with flow", we will create a survey using a Flow and also we will learn to invoke survey from a visualforce page. 

By the end of this course, you will become a master of Flows and you will able to build simple to complex business processes with clicks not code. See you in course :)

Content

Getting Started with Visual Workflow

Create Salesforce Developer account
Salesforce Visual Workflow: What is visual workflow?

Creating your first flow

How to create Flows in Salesforce?
Flow Screen Element: Building a Simple flow
Working on our first Flow requirement
Create an Input Screen for Users

Overview of Cloud Flow Designer Tool

Overview of Cloud Flow Designer tool
Understanding the Flow Designer User Interface
Tour the Cloud Flow Designer User Interface: Resources Tab
Adding Fields to Screen
Flow Decision Element: Extending Salesforce without code
How to create Salesforce records from a Flow?
Flow Record Lookup Element: How to use a Record Lookup ?
Flow Fast Create Element : How to use a Fast Create ?
Flow Fast Create Element continuation
Fast Create element part 3

Creating a wizard using a flow

Business Requirement Overview to build a Wizard using Visual Workflow
Setting the start element in the flow
Adding a Picklist choice to a Flow
Connecting the flow elements
Adding fields to the screen element
Adding Textbox to capture data from user
Adding decision element and outcomes to a flow
Flow screen Element: Radio button fields
Using object fields in a flow
Building up the alternate path
Adding a decision element for the requirement
Displaying input fields values on the screen
Final Test for the flow

Salesforce Data and Loops

Introduction to Loop and collection
Adding a Screen to capture city and state info
Fast lookup vs Record Lookup in Flows
Loop element: Iterating over a collection of sobject records
Assignment Element: Specify variables whose values you want to update
Fast update element in visual workflow
Test the flow

Building an App with Visual Workflow

Requirement: Build a call center application
Hands On exercise: Adding custom objects for our requirement:Department &college
Hands OnAdding custom fields to the Account object
Adding variables for subflow
Adding Decision element to decide the transfer type
Build the path if the outcome is Department
Wrapping up the Subflow
Activating the Subflow
Main Flow: Creating Input Output variables for the Main flow
Designing the Main flow
Review Sub-flow and Main flow side by side
Invoking the Main flow from Custom button on Account Detail page
Testing the Main flow

Creating Survey with Flow

Creating a Survey using a Flow
Adding Survey Object to capture survey data
Designing the Survey Flow
Creating the Survey Screen
Adding the survey information in the Salesforce org
Invoking flow from Visualforce page

BONUS SECTION

Bonus Lecture: Coupon codes for other courses

Screenshots

Salesforce Visual Workflow Complete course - Screenshot_01Salesforce Visual Workflow Complete course - Screenshot_02Salesforce Visual Workflow Complete course - Screenshot_03Salesforce Visual Workflow Complete course - Screenshot_04

Reviews

Monica
July 19, 2020
shes using the older version of flow builder but the course was excellent - very thorough, easy to follow, and comprehensive. highly recommend
Amit
May 12, 2020
The contents of these training are good but are outdated. Deepika if possible either update the contents or make a new training course. Humble suggestion is to remove this course as this would not be so much useful for current salesforce admins or developers.
Bhuvan
April 11, 2020
Its outdated course now, many advanced features are in place which are completely different. Now i couldn't even refund as i didn't checked the content of this course which is in my to-do list.
Priya
March 5, 2020
No one seems to answer queries here. I am unable to follow the content as I am seeing a different UI as compared to the instructor. Previous users are also facing same issue and the instructor has not replied to their queries which was almost 10 months back. very disappointing
Marion
October 28, 2018
I didn't learn much. I was looking for some more technical explanation of the various options in Visual flow. I was looking for more in depth information. E.g. I select this ... because .... and then specifically in the elements configurations. I know when to select a radio button but there was not enough information how to create a working radiobutton, especially regarding resources
Olivier
September 21, 2018
Very good introduction on flows if you are a beginner. A bit too much time spent on screen design, format and run/debug (that is very repetitive).
Ramya
July 25, 2018
This course gave a good insight to how the flows are built and work in Salesforce. Good examples for different use cases and detailed explanation. It is worth taking this course if you aren't really comfortable working with Flows.
Venkata
June 12, 2018
Hi Deepika, at the beginning of the course I felt why do we have almost 7.5 hrs of video lectures for flows. But at the end I feel that the time was worth spending because I don't have to go running back to the documentation as you have used most of the regularly used components in your examples. Thank you so much. I am thoroughly impressed with your well structured course. You're just fantabulous !!
Karen
February 7, 2018
Deepika is great. She can be a bit repetitive and slow, but perhaps some students need that. Otherwise, she's clear, and covers the subject well. I do have to say that she needs to provide better explanations for what she does. For instance, she doesn't explain why anyone would choose Record Create over Fast Create, or how Assignment relates to Fast Create, or why you would choose Private as your input/output as opposed to Input only, output only, or both. As for Fast Create vs. Record Create, I personally don't know why there needs to be more than one way to do the exact same thing, both seemingly with the same outcome, at least that's how it appears.
Vijaya
January 18, 2018
The Instructor is experienced and has good knowledge on the subject. The pace of the course is little bit fast. Need more practical examples.
Aaron
December 7, 2017
While I greatly appreciate the time and effort Deepika put into creating this course, there was simply too many repetitive aspects and learning points repeated throughout. In addition, there wasn't a truly deep dive into every element and their advanced use case potentials. I believe she also missed the option of being able to initiate a flow from the process builder. Much appreciated still.
Mick
November 29, 2017
The course was informative, but I felt that a lot of time was spent repeating information and sometimes it was easy to miss the important facts as i tended to skip forward a lot.
Daniel
September 29, 2017
This course covers the materials in depth and walks you through flows in a way that is simple to understand.
John
September 7, 2017
Too much time focusing on the content of the "display text" , I understand she wants to create real-world examples but too much time is wasted on it rather than focusing on additional functionality and showing us how to use various components and resources. examples could be more robust and incorporate more but the examples feel repetitive
Kathleen
September 2, 2017
Really enjoyed this course and learned a lot as a beginner. Flow isn't as daunting as I thought it was before. Thanks!

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1322744
udemy ID
8/16/2017
course created date
11/20/2019
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