Salesforce Visual Workflow Complete course

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

4.04 (160 reviews)
Udemy
platform
English
language
Other
category
instructor
Salesforce Visual Workflow Complete course
1β€―210
students
7.5 hours
content
Sep 2024
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

Why take this course?

πŸš€ Salesforce Visual Workflow Complete Course: Click Your Way to Automating Business Processes 🌐


Course Headline:

Click your way to automating business processes using Visual Workflow. Practical course to Master Model-Driven Development on Salesforce without code.


Who is this Course for? πŸ§‘β€πŸ’»βœ¨

This comprehensive course is tailored for:

  • Salesforce Developers and Administrators who want to leverage Visual Workflow to streamline their business processes.
  • Customers and Salesforce Partners looking to automate tasks using Flows without the need for complex programming skills.
  • Whether you're a newcomer or an experienced professional, this course will guide you through mastering Flows.

Note: No prior programming or coding skills are required! πŸš«πŸ‘©β€πŸ’»πŸ‘¨β€πŸ’Ό


Course Overview:

This course is not just another "how to" guide. While it will certainly teach you the basics and beyond of Visual Workflow, you'll gain hands-on experience by building real-time business processes using Flow. Let's dive into what you'll cover:


Module 1: Getting Started with Visual Workflow 🌱

In this introductory module, we'll explore the foundational knowledge of Salesforce Visual Workflow. You'll set up your free developer account, understand the benefits of using Visual Workflow, and get familiar with the Flow canvas and its elements.

  • Create a Salesforce Developer Account 🧩
  • Understand the Benefits of Visual Workflow πŸš€
  • Overview of Flow Canvas and Elements πŸ“

Module 2: Creating Your First Flow πŸ—οΈ

Here, we'll pick a business process and translate it into a flow instead of using Apex code. You'll learn about essential components like the Screen element, adding text, and more.

  • Pick a Business Process to Automate πŸ“ˆ
  • Introduction to Screen Element, Text Addition πŸ–₯️
  • Other Key Components: Assignment, Record Create, etc. πŸ“

Module 3: Overview of Cloud Flow Designer Tool πŸ› οΈ

This module dives into the Cloud Flow Designer tool, focusing on dynamic content creation. We'll explore the use of Text templates, Record elements, and the manipulation of data.

  • Understanding Constant and Text Template βš™οΈ
  • Data Manipulation with Record Elements πŸ“‹
  • Designing Flows using Screen, Assignment, Record Create, Fast Create, etc. πŸ”§

Module 4: Creating a Wizard using Flow πŸ§™β€β™‚οΈ

In this hands-on example, we'll build a wizard that interacts with users, learning how to construct complex flows in the Cloud Flow Designer.

  • Build Interactive User Wizards πŸ§β€β™€οΈ
  • Utilize Cloud Flow Designer for Complex Flows πŸ’«

Module 5: Salesforce Data and Loops πŸ”

Explore the world of Collections and Loops, Salesforce lookup, updates, and creating flows that handle multiple records from Salesforce.

  • Grasp the Concept of Collections and Loops 🎫
  • Understand Salesforce Lookup & Updates πŸ”
  • Handle Multiple Records with Flow πŸ“Š

Module 6: Building an App with Visual Workflow πŸš€

Learn about subflows, invoking flows from the Main flow, and passing parameters from Salesforce objects to your flows.

  • Understand Subflows 🌱
  • Invoke and Pass Parameters from Salesforce Objects πŸ”„

Module 7: Creating a Survey with Flow πŸ“

In this final module, we'll create a survey using a Flow and learn to invoke it from a visualforce page.

  • Create Interactive Surveys with Flow 🀝
  • Integrate Flows with Visualforce Pages 🎯

By completing this course, you will have mastered the art of automating complex business processes using Salesforce Visual Workflow. Get ready to click your way through efficient problem solving and become a true Flow expert! πŸŽ‰

Join us and transform your Salesforce experience today!

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

Our review

πŸ“š Course Review for "Mastering Salesforce Flows" by Deepika

Overview: The online course "Mastering Salesforce Flows" by instructor Deepika has garnered a global course rating of 4.20, with all recent reviews pointing to both the course's strengths and areas that may require updates due to recent changes in Salesforce UI. The course is well-received for its comprehensive coverage of Salesforce Flows, particularly for beginners who are new to the visual workflow.

Pros:

  • Comprehensive Introduction: Deepika provides a solid foundation for beginners, covering the basics and moving on to more complex concepts in a step-by-step manner.
  • Real-World Scenarios: The course features practical examples that help learners understand how flows can be applied in real-world business contexts.
  • Clear Pace for Newcomers: The pace of the course is described as comfortable for users who are new to Visual Workflow, with clear and precise explanations from the instructor.
  • Thorough Content: Previous learners have highlighted the course's thoroughness, mentioning that the time spent on video lectures proves valuable as it covers many regularly used components.
  • Great for Beginners: The course is considered worthwhile for those not very comfortable with building and working with flows in Salesforce.
  • Educational Value: Deepika's approach to teaching has been appreciated, with some learners noting that they did not have to consult the documentation frequently after completing the course, thanks to the detailed examples provided.

Cons:

  • Outdated Content: Some recent reviews indicate that the course content is outdated due to changes in Salesforce UI and advanced features that have been introduced since the course was created.
  • Repetition: A few learners have pointed out that there is too much repetition, with some topics and examples covered more than necessary, potentially causing learners to skip ahead.
  • Lack of Advanced Information: Learners who are looking for in-depth technical explanations or more advanced information have found the course lacking in specific details, particularly regarding resource configuration and advanced component usage.
  • UI Changes Not Addressed: The course currently uses an older version of the flow builder, which may not align with the current Salesforce UI.
  • Query Response Issues: There are concerns about the lack of response to learner queries from the instructor or the community, which can be a significant drawback for practical application.
  • Pace and Practical Examples: While the pace is clear, some learners have suggested that it could be faster and that more practical examples with a focus on advanced use cases would be beneficial.

Course Experience: The course has been a valuable resource for many learners, providing a good insight into how flows are built and work within Salesforce. Deepika's knowledge is evident in the content, but some aspects of the course could be improved by incorporating the latest features and addressing the UI changes. The course's strengths lie in its thoroughness and the practical examples provided, which serve as a solid foundation for understanding Salesforce Flows.

Recommendations:

  • Update Course Material: To ensure that the content remains relevant and accurate, updates should be made to reflect the latest changes in Salesforce UI and features.
  • Increase Advanced Content: More detailed information on advanced components and their use cases would benefit learners looking for a deeper understanding of Salesforce Flows.
  • Improve Practical Examples: Providing more robust examples that incorporate additional functionality could enhance the learning experience.
  • Engage with the Community: Addressing learner queries in a timely manner and providing updated resources can improve the course's practical application and overall value.

In conclusion, "Mastering Salesforce Flows" is a well-regarded course that serves as an excellent starting point for those new to Salesforce Flows. However, with the evolution of Salesforce and its UI, updates to the course content are necessary to maintain its relevance and effectiveness in educating learners on the current system capabilities.

Related Topics

1322744
udemy ID
16/08/2017
course created date
20/11/2019
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