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Lecture 22 of 192

Salesforce Flows 2-4 Configure our Record-Trigged Flow Start Element

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Section 1: Creating Your Salesforce Trailhead Environment1 videos

Setting Up Your Trailhead Playground

5m
Section 2: Salesforce Flows The Complete Guide to Lightning Flows - Introduction1 videos

Salesforce Lightning Flow Builder - Course Introduction

6m
Section 3: Salesforce Flow Basics Welcome to the Salesforce Lightning Flow Builder!7 videos

Salesforce Flows Starting with the Basics

22m

Salesforce Flows Understanding Flow Types and the Flow Builder Canvas

25m

Salesforce Flows The Screen Element

15m

Salesforce Flows The Create Records Element

36m

Salesforce Flows The Get Records Element

27m

Salesforce Flow Basics A Summary

15m

Salesforce Flows The Update Records Element

45m
Section 4: Salesforce Flow Challenge #1 - Automatically Set Opportunity Amounts8 videos

Salesforce Flows 1-1 Introducing You - the Salesforce Administrator!

12m

Salesforce Flows 1-3 Test Our Lead Conversion Mapping

13m

Salesforce Flows 1-2 Challenge One Prework

26m

Salesforce Flows 1-4 The Record Triggered Flow Start Element

30m

Salesforce Flows 1-5 Update Records with Global Variables

30m

Salesforce Flows 1-6 Debug our Salesforce Flow

24m

Salesforce Flows 1-7 Test our Flow by Converting a Lead

18m

Salesforce Flows 1-8 Challenge One Summary

8m
Section 5: Salesforce Flow Challenge #2 - Updating a Task Owner Based on a Picklist10 videos

Salesforce Flows 2-1 Challenge Two Introduction

3m

Salesforce Flows 2-2 Prework to building our Salesforce Flow

15m

Salesforce Flows 2-3 Review the Requirements, Consider Alternatives

27m

Salesforce Flows 2-5 Add an Update Element to the Flow Canvas

14m

Salesforce Flows 2-4 Configure our Record-Trigged Flow Start Element

29mNow Playing

Salesforce Flows 2-6 Add a Get Element to the Flow Canvas

18m

Salesforce Flows 2-7 Debug the Salesforce Flow

13m

Salesforce Flows 2-8 Test our Salesforce Flow

9m

Salesforce Flows 2-10 Challenge Two Recap

5m

Salesforce Flows 2-9 Finishing Touches

27m
Section 6: Salesforce Flow Challenge #3 - Find the Primary Contact for Cases16 videos

Salesforce Flows 3-1 Challenge Introduction

2m

Salesforce Flows 3-2 Challenge Prework

8m

Salesforce Flows 3-5 Consider Validation Rules as a Solution

12m

Salesforce Flows 3-3 Understand the Flow requirements

22m

Salesforce Flows 3-4 Navigate Faster with Why Salesforce

23m

Salesforce Flows 3-6 The Salesforce Flow Start Screen

16m

Salesforce Flows 3-7 Using an Assignment Element

7m

Salesforce Flows 3-8 Use a Get Records Element

10m

Salesforce Flows 3-9 Use a Decision Element

9m

Salesforce Flows 3-10 Set up the Default Decision Path

11m

Salesforce Flows 3-12 Update Records with an Assignment

4m

Salesforce Flows 3-11 Understand How Sorting Works

20m

Salesforce Flows 3-13 Debug Our Flow

16m

Salesforce Flows 3-14 Activate our Salesforce Flow and Test It

7m

Salesforce Flows 3-16 Weekly Newsletter

1m

Salesforce Flows 3-15 Challenge Summary

17m
Section 7: Salesforce Flow Challenge #4 - Build a Salesforce Help Desk Case Screen Flow17 videos

Salesforce Flows 4-1 Challenge Introduction

7m

Salesforce Flows 4-2 Challenge Prework pt. 1

30m

Salesforce Flows 4-3 Challenge Prework pt. 2

11m

Salesforce Flows 4-5 How to Create Records with a Screen Flow

21m

Salesforce Flows 4-4 How to Add Fields to a Screen Flow

23m

Salesforce Flows 4-6 Rollback Element & Salesforce Flow Utility Item

13m

Salesforce Flows 4-7 Customize Salesforce Screen Flow Navigation

12m

Salesforce Flows 4-8 Working with Screen Flow Choices

24m

Salesforce Flows 4-9 Picklist Fields in Screen Flows

25m

Salesforce Flows 4-10 Make your Screen Flow Reactive

24m

Salesforce Flows 4-12 Map the Lookup Field to a Create Element

7m

Salesforce Flows 4-11 Master the Lookup Component in Salesforce Screen Flows

29m

Salesforce Flows 4-14 Testing the Fault Path

6m

Salesforce Flows 4-13 Working with Fault Paths

16m

Salesforce Flows 4-16 Activate and Test our Flow

10m

Salesforce Flows 4-17 Challenge Summary

4m

Salesforce Flows 4-15 Dynamically Query Record Types in Screen Flows

33m
Section 8: Salesforce Flow Challenge #5 - Using Loops14 videos

Salesforce Flows 5-1 Loops Concept Overview

6m

Salesforce Flows 5-2 Loops in Action

11m

Salesforce Flows 5-4 Challenge Overview

4m

Salesforce Flows 5-3 Wrap up Loop Concept Overview

4m

Salesforce Flows 5-6 Opportunity Notes Record Triggered Flow

8m

Salesforce Flows 5-5 Challenge Prework

23m

Salesforce Flows 5-7 Build our Loop

6m

Salesforce Flows 5-8 Using a Record Collection to Make Updates

8m

Salesforce Flows 5-10 Build our Before Save Flow

8m

Salesforce Flows 5-11 Test Our Before Save Flow

11m

Salesforce Flows 5-9 Testing Our Opportunity Notes Flow

23m

Salesforce Flows 5-12 Build Flow to Update Related Records

21m

Salesforce Flows 5-14 Challenge Summary

2m

Salesforce Flows 5-13 Alternative Solution - Using a Quick Action

23m
Section 9: Salesforce Flow Challenge #6 - Scheduled Triggered Flows11 videos

Salesforce Flows 6-1 Introduction to Scheduled Triggered Flows

1m

Salesforce Flows 6-2 Scheduled Triggered Flow Start Element

5m

Salesforce Flows 6-4 Running a Scheduled Triggered Flow

6m

Salesforce Flows 6-5 Happy Birthday Email Salesforce Flow Intro

4m

Salesforce Flows 6-3 Updating Records in a Scheduled Triggered Flow

12m

Salesforce Flows 6-6 Decision Element vs Formula Field in Scheduled Flows

22m

Salesforce Flows 6-8 Process Automation Settings

14m

Salesforce Flows 6-7 How to Send Emails in a Salesforce Flow

14m

Salesforce Flows 6-9 Debugging a Scheduled Salesforce Flow

24m

Salesforce Flows 6-11 Salesforce Flow Challenge Review

5m

Salesforce Flows 6-10 Using a Fault Path in a Scheduled Triggered Flow

38m
Section 10: Salesforce Flow Challenge #7 - Using Scheduled Paths22 videos

Salesforce Flows 7-1 Challenge Introduction

1m

Salesforce Flows 7-2 Salesforce Flow Discovery Call

7m

Salesforce Flows 7-3 Key Takeaways from Salesforce Flow Discovery

6m

Salesforce Flows 7-5 Automation Analytics

9m

Salesforce Flows 7-6 Send Email in Record Triggered Flow

14m

Salesforce Flows 7-7 Get Records to Find Primary Contact

11m

Salesforce Flows 7-4 Prework & Salesforce Inspector Extension

34m

Salesforce Flows 7-9 Create Automation Analytics Record

6m

Salesforce Flows 7-10 Scheduled Paths

9m

Salesforce Flows 7-8 Get Record to Find Oldest Contact

17m

Salesforce Flows 7-11 Debug Immediate Path

20m

Salesforce Flows 7-12 Decision Element to Handle Null Email

4m

Salesforce Flows 7-14 Second Scheduled Path - 4 Days Later

16m

Salesforce Flows 7-16 Fourth Scheduled Path - 8 Days Later

6m

Salesforce Flows 7-13 First Scheduled Path - 2 Days Later

39m

Salesforce Flows 7-15 Third Scheduled Path - 6 Days Later

23m

Salesforce Flows 7-17 Final Scheduled Path - Closed Lost

26m

Salesforce Flows 7-20 Using Automation Analytics Records

9m

Salesforce Flows 7-18 Activate our Flow

26m

Salesforce Flows 7-19 Validate Flow Worked

30m

Salesforce Flows 7-21 Use ChatGPT to Build a Custom Time Source

19m

Salesforce Flows 7-22 Challenge Review

11m
Section 11: Salesforce Flow Challenge #8 - Building Subflows7 videos

Salesforce Flows 8-1 Challenge Introduction

1m

Salesforce Flows 8-3 Build Our First Subflow

7m

Salesforce Flows 8-2 Salesforce Subflow Overview

16m

Salesforce Flows 8-5 Tweak Our Subflow

13m

Salesforce Flows 8-4 Activate our Subflow and Add it to another Salesforce Flow

25m

Salesforce Flows 8-7 Challenge Summary

3m

Salesforce Flows 8-6 Debug Our Subflow to Ensure it Works

16m
Section 12: Salesforce Flow Challenge #9 - Build Rollup Summaries with Salesforce Flows15 videos

Salesforce Flows 9-1 Challenge Introduction

7m

Salesforce Flows 9-3 Review How Rollup Summaries Work in Salesforce

8m

Salesforce Flows 9-2 Build the Certification Object

28m

Salesforce Flows 9-5 Count Active Certifications using a Collection Filter

24m

Salesforce Flows 9-6 Debug our Salesforce Flow to Make Sure the Count Works

13m

Salesforce Flows 9-4 Begin our Rollup Summary Flow

44m

Salesforce Flows 9-7 Prepare to Rollup Date and Currency Fields

30m

Salesforce Flows 9-8 Count the Renewal Cost in our Flow

21m

Salesforce Flows 9-9 Find the Newest & Oldest Certification Date

34m

Salesforce Flows 9-11 Understanding Real-Time vs Scheduled Rollup Summaries

11m

Salesforce Flows 9-12 Building a Scheduled Rollup Summary

11m

Salesforce Flows 9-10 Perform a Rollup On Record Deletion

55m

Salesforce Flows 9-13 Build a Flow to Count Tasks related to a Case

14m

Salesforce Flows 9-15 Challenge 9 Summary

13m

Salesforce Flows 9-14 Solution to Task Counting Flow Challenge

50m
Section 13: Salesforce Flow Challenge #10 - Block Task Deletion with Custom Errors6 videos

Salesforce Flows 10-1 Challenge Introduction

3m

Salesforce Flows 10-2 Task Deletion Prework

23m

Salesforce Flows 10-3 Build Our Task Deletion Flow

9m

Salesforce Flows 10-4 Leverage a Custom Permission

13m

Salesforce Flows 10-6 Challenge Summary

4m

Salesforce Flows 10-5 Negative Testing Scenario

4m
Section 14: Salesforce Flows Challenge #11 - Master the Screen Flow Data Table10 videos

Salesforce Flows 11-1 Challenge Introduction

3m

Salesforce Flows 11-2 Configure LEX Case Page Layout (Prework)

16m

Salesforce Flows 11-4 Setup our Data Table in Our Flow

13m

Salesforce Flows 11-3 Start Screen Flow and Put it on LEX Page

16m

Salesforce Flows 11-5 Build a Hyperlink Formula to the Task Subject

16m

Salesforce Flows 11-7 Complete Tasks Selected by a User in the Data Table

10m

Salesforce Flows 11-6 Build a Hyperlink Formula to the Related Contact

29m

Salesforce Flows 11-8 Bulk Test Closing Tasks in Our Data Table

33m

Salesforce Flows 11-9 Running a Data Table in System Mode

9m

Salesforce Flows 11-10 Challenge Summary

6m
Section 15: Salesforce Flow Challenge #12 - Send an Email Alert when Files are Uploaded14 videos

Salesforce Flows 12-1 Challenge Introduction

5m

Salesforce Flows 12-2 Challenge Prework

16m

Salesforce Flows 12-4 DLRS Record Rollup Practice Example

27m

Salesforce Flows 12-3 Record Triggered Flow Limits and the DLRS Solution

39m

Salesforce Flows 12-5 How to Count File Uploads with DLRS

31m

Salesforce Flows 12-6 Build our Send Email Flow

18m

Salesforce Flows 12-8 Three New Fields and the secret of Custom Addresses

23m

Salesforce Flows 12-7 Debug our Send Email Flow

39m

Salesforce Flows 12-10 Add Three Fields To Our Screen Flow

19m

Salesforce Flows 12-9 How To Launch a Screen Flow from a Button on a LEX Page

35m

Salesforce Flows 12-11 Map Shipping Fields in Create Case Element

8m

Salesforce Flows 12-14 Challenge Summary

8m

Salesforce Flows 12-13 Best Practice Debug and Solve Bugs

35m

Salesforce Flows 12-12 Dynamically Map a Queue as Owner

44m
Section 16: Salesforce Flow Challenge #13 - Using Apex Actions and LWCs in Flows12 videos

Salesforce Flows 13-1 Challenge Introduction

8m

Salesforce Flows 13-2 Review Salesforce Flow Email Attachment Functionality

8m

Salesforce Flows 13-4 How Apex Actions Work in Salesforce Flow

13m

Salesforce Flows 13-6 Review Other Email Parameters

9m

Salesforce Flows 13-3 Use AI to write Email Attachment Apex Code

31m

Salesforce Flows 13-5 Query the Email Attachment

24m

Salesforce Flows 13-7 Test Email Attachment Apex Action

16m

Salesforce Flows 13-9 Configure Lightning Action in Flow Builder

7m

Salesforce Flows 13-10 Test the NavigateToRecord Component

4m

Salesforce Flows 13-8 Create NavigateToRecord Lightning Component

35m

Salesforce Flows 13-12 Challenge Summary

9m

Salesforce Flows 13-11 Create an Apex Test Class

35m
Section 17: Salesforce Flow Challenge #14 - Build a Refund Screen Flow12 videos

Salesforce Flows 14-1 Challenge Introduction

5m

Salesforce Flows 14-2 Prework - Build Custom Object in Salesforce UI

16m

Salesforce Flows 14-4 Start Our Salesforce Screen Flow with Get Elements

5m

Salesforce Flows 14-3 Install Open Source Lightning Flow Components

18m

Salesforce Flows 14-5 Use A Custom Lightning Component to Show Flow Buttons

13m

Salesforce Flows 14-8 Use A Create Element to Create the Refund

28m

Salesforce Flows 14-6 Data Table, Conditional Visibility, and Record Choice Set

50m

Salesforce Flows 14-7 Duplicate the Refund Screen in our Screen Flow

44m

Salesforce Flows 14-10 Duplicate our Upload Functionality, Assign Queue Owner

16m

Salesforce Flows 14-12 Challenge Summary

2m

Salesforce Flows 14-9 Build a Screen to Upload Files into Salesforce

33m

Salesforce Flows 14-11 Follow Best Practice & Debug our Screen Flow

27m
Section 18: Salesforce Flow Challenge #15 - Platform Events, Data Loader, & Salesforce Flow8 videos

Salesforce Flows 15-2 Salesforce Platform Event Overview

12m

Salesforce Flows 15-1 Challenge Introduction

6m

Salesforce Flows 15-3 Salesforce Data Loader Overview

13m

Salesforce Flows 15-4 Build Platform Event Triggered Flow

9m

Salesforce Flows 15-7 Build Record Triggered Flow

10m

Salesforce Flows 15-8 Challenge 14 Summary

2m

Salesforce Flows 15-5 Debug Platform Event Triggered Flow

36m

Salesforce Flows 15-6 Using Salesforce Data Loader

32m
Section 19: Salesforce Lightning Flow Builder Farewell!1 videos

Goodbye!

1m