Automate Your Business Processes with Salesforce Flow
Offered By: Salesforce via Trailhead
Course Description
Overview
Optimize your business processes by harnessing the power of Salesforce Flow.
- Automate processes for every app, experience, and portal with declarative tools.
- Explore Flow Builder and learn when to use flows to automate your business processes.
- Use Flow Builder to capture and update contact information with a flow.
- Make sure your users can easily access the flows you built.
- Create a flow that calculates and updates an opportunity's discount.
Syllabus
- Salesforce Flow
- Choose the Right Automation Tool
- Automate Simple Business Processes with Process Builder
- Guide Users Through Your Business Processes with Flow Builder
- Customize How Records Get Approved with Approvals
- Flow Basics
- Get Started With Flows
- Meet Flow Builder
- Build a Simple Flow
- Collect Contact Info from Your User
- Check for a Matching Contact in Your Org
- Branch the Flow
- Create or Update a Contact
- Screen Flow Distribution
- Get Started with Flow Distribution
- Display a Flow on a Page in Your Salesforce Org
- Add a Flow as an Action on a Record
- Display a Flow on Every Page in Your Salesforce Org
- Display a Flow on a Page Outside Your Salesforce Org
- Build a Discount Calculator
- Prepare Your Org
- Build Lookup Logic to Find the Account Associated with This Opportunity
- Build Logic to Determine the Right Discount to Apply
- Add an Action to Update the Opportunity
- Distribute the Flow with a Custom Button
Tags
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