Get Ready for the Superbadge: Flow Fundamentals

Introduction to Superbadges

Heads-up! A superbadge is different from other learning on Trailhead. It's a hands-on technical skills assessment where you take business requirements and apply your skills to build something amazing, without the step-by-step guidance. We have provided recommended learning and Help articles filled with resources to aid you along your journey. The estimated completion time assumes prior experience with the superbadge concepts and completion of the recommended learning. Your hard work will pay off!

Assessment Objectives

In this superbadge, you’ll:

1. Configure Action and Create Record elements.
   
2. Use Resources and Flow Actions to save a record to a record variable.
   
3. Use Get, Update, Decision, Assignment, and Loop elements in a flow.
   
4. Create a formula in a flow.
   

Note

We're hard at work bringing you updated superbadge content that reflects product enhancements and industry best practices. To complete this superbadge, you'll work with loops in flows, but we recommend checking out the transform element that is now available with flows, too. For more information, check out this Help documentation.

Recommended Learning

Before you start this superbadge, consider completing the recommended content. This provides a knowledge base to help you complete the technical skills assessment.

Prework and Notes

Sign Up for a Developer Edition Org with Special Configuration

To complete this superbadge, you need a special Developer Edition org that contains specific configuration and sample data designed to work with the challenges in this superbadge.

Important

Sign up for the free Developer Edition org with special configuration. Follow the instructions in the “Verify Account” email to log in and complete the sign-up process. Keep your org credentials handy. Store your Developer Edition org's username and password somewhere secure, like a password manager, so you can find them later. If you don't log into this org for 30 days, you may be asked to reconnect it to Trailhead before you can continue your hands-on work.

If you’ve completed the Superbadge: Flow Optimization or the Superbadge: Flow Administration, you can use the same Developer Edition org to complete the challenges in this superbadge.

Connect Your New Developer Edition Org to Trailhead

1. Make sure you’re logged in to your Trailhead account.
   
2. Select Connect org from the Choose a hands-on org screen.
   
3. On the login screen, enter the username and password for the Developer Edition org you just set up.
   
4. On the Allow Access? page, click Allow.
   
5. On the Want to connect this org for hands-on challenges? page, click Yes! Save it. You are redirected back to the Get Ready for Superbadge page and ready to use your new Developer Edition org to earn this superbadge.
   
6. Now that you have a Salesforce org with special configuration for this superbadge, you’re good to go.
   

Review the Flow Elements and Resources Superbadges: Trailhead Challenge Help Article

Important

Before you begin the challenges, review Flow Elements and Resources: Trailhead Challenge Help for resources to complete the challenges. Check out the accessibility section to learn more about any accessibility considerations related to this superbadge.

Tips

• If label names are not specified, you can use any name you choose; this applies to some Assignment elements and formulas.
  
• Superbadges focus on very specific objectives; some best practices or typical approaches might not be required in the challenges. For example, activating a flow is an important step; activation is only included in the Superbadge: Flow Administration and is not checked in other flow superbadges.
  
• Make sure you save your work before running the challenge check.
  

Use Case

Dreamscape Bookshops has flourished over the past few years for one reason: customer service. As a global network of local bookstores, Dreamscape has found a way to connect readers with new books they have likely never heard of. That’s because Dreamscape works with independent publishers and authors to identify new works readers will love. Its staff provides concierge-level engagement to connect readers with new works.

This innovative book-reader matching service is what helped Dreamscape grow, and personalized customer service has kept it growing. Dreamscape also has a loyalty program that it’s trying to maximize—to really give top-tier care to its most loyal readers.

Currently, each bookshop spends several hours a day carefully matching readers with new books. The shop teams then send emails to readers to let them know about new matches, events, and other fun happenings. As a longtime fan of Dreamscape Bookshops, you’re thrilled to be on the team that will help automate this process and save the staff a lot of time. Review Dreamscape’s automation requirements and identify ways to streamline their work. Then, sit back and enjoy new book recommendations!