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    Salesforce Visual Workflow Complete course

    BY
    Udemy

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    Mode

    Online

    Fees

    ₹ 1499

    Quick Facts

    particular details
    Medium of instructions English
    Mode of learning Self study
    Mode of Delivery Video and Text Based

    Course and certificate fees

    Fees information
    ₹ 1,499
    certificate availability

    Yes

    certificate providing authority

    Udemy

    The syllabus

    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 On Adding 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

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