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- Salesforce Visual Workflow: What is visual workflow?
Quick Facts
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Medium of instructions
English
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Mode of learning
Self study
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Mode of Delivery
Video and Text Based
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Course and certificate fees
Fees information
₹ 1,499
certificate availability
Yes
certificate providing authority
Udemy
The syllabus
Getting Started with 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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