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Flow: From First Screen to Production

Flow from first screen to production: choosing the tool, building it properly, and owning it once it is live.

  • Intermediate
  • 45 lessons
  • 10 modules
  • English

Designed and created by Salesforce Expert

$79
or $249 / year for all access Buy this course

What you'll learn

  • Choose between Flow, a validation rule, Apex and doing nothing at all
  • Build screen flows and record-triggered flows that hold up under real data
  • Reason about the order of execution, context and the running user
  • Handle failure deliberately with fault paths rather than hoping
  • Run a flow in production: monitor it, version it, and change it safely

Course content

10 sections · 45 lectures · 21 hands-on labs

The process that lives in an inbox 2 lectures
  1. 1.1 The Process That Lives In An Inbox
  2. 1.2 What Flow Is Actually For, And What The Two Exams Ask Of You That A Flow Course Usually Does Not
Choosing the tool, before you build anything 5 lectures
  1. 2.1 The Automation Landscape Now: What Ended, What Is Still Running In Your Org, And What "End Of Support" Did And Did Not Mean
  2. 2.2 The Automation That Is Not Flow: Assignment Rules, Auto-Response, Escalation And Entitlement Processes, And Why They Still Exist
  3. 2.3 Hands-On: Case Assignment Rules, Queues And Escalation On Havelock's Defects Line Hands-on
  4. 2.4 Hands-On: Lead Assignment Rules And Auto-Response, And The Automation User Your Flows Will Run As Hands-on
  5. 2.5 The Decision Procedure: Which Tool, And When The Honest Answer Is Apex, An Integration, Or An Agent
Flow Builder, properly 5 lectures
  1. 3.1 The flow types, and the one question that picks between them
  2. 3.2 Elements, resources and variables: the two questions every element on the canvas is answering
  3. 3.3H Hands-On: an autolaunched flow end to end, and Debug before anybody else sees it Hands-on
  4. 3.4 Data inside a flow: get, create, update, delete, and the collection you keep forgetting is a collection
  5. 3.5H Hands-On: formulas, text templates and assignments — the variation reference Ilona keeps typing by hand Hands-on
Screen flows 4 lectures
  1. 4.1 What a screen flow is for, and the three jobs it does better than a record page
  2. 4.2H Hands-On: the installation sign-off Dermot runs on a phone next to a crane Hands-on
  3. 4.3H Hands-On: conditional visibility, validation and making a screen impossible to get wrong Hands-on
  4. 4.4H Hands-On: where a screen flow can live, and how a screen flow should end Hands-on
Record-triggered flows 6 lectures
  1. 5.1 Before-Save And After-Save, And Why The Difference Between Them Is The Whole Lecture
  2. 5.2H Hands-On: The Before-Save Flow That Stamps What Four People Were Typing By Hand Hands-on
  3. 5.3 Entry Criteria, And The Setting That Stops A Flow Firing Every Time Anybody Touches The Record
  4. 5.4H Hands-On: The After-Save Flow That Tells Joyce A Specification Changed Before The Line Is Planned Hands-on
  5. 5.5 Scheduled Paths And Asynchronous Paths: What "Later" Means, And What You Give Up To Get It
  6. 5.6H Hands-On: The Scheduled Path That Chases A Sign-Off Before The Transport Slot Is Paid For Hands-on
Order of execution, context and the running user 4 lectures
  1. 6.1 Order Of Execution As A Debugging Skill Rather Than A Diagram To Memorise
  2. 6.2 Recursion, Cascades, And The Flow That Triggers Itself
  3. 6.3 Who A Flow Runs As: System Context, User Context, And The Default Automation User
  4. 6.4H Hands-On: Two Flows On One Object, And Making Them Fire In The Order You Meant Hands-on
Approvals 5 lectures
  1. 7.1 What An Approval Actually Is: The Submission, The Lock, The Approver And The Audit Trail
  2. 7.2H Hands-On: The Variation Approval Ilona Has Been Running By Reply-All Hands-on
  3. 7.3H Hands-On: Rejection, Recall, Reassignment And The Approver Who Is On Leave Hands-on
  4. 7.4 Approvals And Flow: The Two Vocabularies The Two Exam Guides Use, And How To Answer Either
  5. 7.5H Hands-On: Submitting For Approval From A Screen Flow, And Telling A Human It Happened Hands-on
Fault paths, subflows and the flow that goes wrong 5 lectures
  1. 8.1 Subflows: When A Flow Becomes A Library, And What A Good Interface Between Flows Looks Like
  2. 8.2H Hands-On: Extract The Subflow Hiding Inside Two Flows That Were Quietly The Same Flow Hands-on
  3. 8.3 Fault Paths: What A Flow Does When The Thing It Depended On Is Not There
  4. 8.4H Hands-On: Fault Paths, Error Screens, And A Message The Person On The Other End Can Act On Hands-on
  5. 8.5H Hands-On: Reading A Flow Error Email, A Debug Log And An Interview, In That Order Hands-on
Scale, limits and testing 4 lectures
  1. 9.1 The Flow That Worked On One Record And Failed On Two Hundred
  2. 9.2 The Limits That End A Flow, And How To Look Up Today's Numbers Instead Of Last Year's
  3. 9.3H Hands-On: Debug, Rollback Mode, And Testing A Flow Without Wrecking Data You Cannot Get Back Hands-on
  4. 9.4H Hands-On: Flow Tests, And The Evidence Callum Will Actually Ask You For Hands-on
Production: ship it, watch it, own it 5 lectures
  1. 10.1 Versions, Activation, And The Interviews That Are Already Running When You Change Your Mind
  2. 10.2H Hands-On: Move A Flow To Production, And Find Out What A Deployment Does Not Carry With It Hands-on
  3. 10.3H Hands-On: The Monday Check — Failed Interviews, Paused Interviews And Scheduled Jobs Hands-on
  4. 10.4 Owning An Org's Automation: An Inventory, A Naming Convention, And A Retirement Plan You Can Defend
  5. 10.5 The Two Exams, Where You Are Most Likely Weak, And The Process You Now Own

Requirements

  • CORE-110 Platform Administrator, or equivalent hands-on experience
  • A free Developer Edition org

Description

Flow is the most powerful thing an administrator can build and the easiest to build badly. This course starts before Flow Builder opens — with choosing the tool at all — and ends well after the flow works, with fault paths, limits, testing, and what you do when the flow that ran fine for a year stops.

Screen flows, record-triggered flows, the order of execution and the running user, approvals, subflows and scale are all taught against automation that has to survive contact with real data. It deepens the Process Automation domain of the Platform Administrator exam; it carries no exam of its own.

Who this course is for

  • Administrators who are already building automation and want it to stop breaking.

Skills you'll practise

Flow BuilderScreen flowsRecord-triggered flowsProcess automationOrder of executionApprovals

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