+4,500 points

Trail

Automate Your Business Processes with Salesforce Flow

Optimize your business processes by harnessing the power of Salesforce Flow.

~6 hrs 5 mins

+1,700 points

Module

Salesforce Flow

Automate processes for every app, experience, and portal with declarative tools.

~2 hrs 5 mins

Choose the Right Automation Tool

~10 mins

Automate Simple Business Processes with Process Builder

~30 mins

Guide Users Through Your Business Processes with Flow Builder

~30 mins

Combine the Power of Process Builder and Flow Builder

~25 mins

Customize How Records Get Approved with Approvals

~30 mins

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+200 points

Module

Flow Basics

Explore Flow Builder and learn when to use flows to automate your business processes.

~20 mins

Get Started With Flows

~10 mins

Meet Flow Builder

~10 mins

showShow 2 Units

+400 points

Project

Build a Simple Flow

Use Flow Builder to capture and update contact information with a flow.

~45 mins

Collect Contact Info from Your User

~15 mins

Check for a Matching Contact in Your Org

~10 mins

Branch the Flow

~10 mins

Create or Update a Contact

~10 mins

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+1,700 points

Module

Screen Flow Distribution

Make sure your users can easily access the flows you built.

~1 hr 55 mins

Get Started with Flow Distribution

~25 mins

Display a Flow on a Page in Your Salesforce Org

~25 mins

Add a Flow as an Action on a Record

~25 mins

Display a Flow on Every Page in Your Salesforce Org

~20 mins

Display a Flow on a Page Outside Your Salesforce Org

~20 mins

showShow 5 Units

+500 points

Project

Build a Discount Calculator

Create a flow that calculates and updates an opportunity's discount.

~1 hr

Prepare Your Org

~10 mins

Build Lookup Logic to Find the Account Associated with This Opportunity

~10 mins

Build Logic to Determine the Right Discount to Apply

~15 mins

Add an Action to Update the Opportunity

~10 mins

Distribute the Flow with a Custom Button

~15 mins

showShow 5 Steps

~6 hrs 5 mins