Tenured Instructor – I’m an 13x Certified Architect and Developer with over 6 years of experience, and I’m here to guide you to becoming a Salesforce Flow Ninja.
“Hell of a course! Nick really went all in. This is the best course on Salesforce Flows (So far).” – Samsudeen A.
Earn More – In 2017 I was earning 30,000 dollars a year. Three years later, at the height of a global pandemic, I earned over $150,000 (the most I had ever earned in one year). I don’t say that to impress you, but to impress upon you the career possibilities that Salesforce Flows can unlock. And I’m not special – I know with the right training YOU can also achieve your career goals in the Salesforce ecosystem. Let me show you the key Salesforce skill that made it possible.
“I’ve been looking for something exactly like this!! Well done for putting this together and sharing with all of us. Nick goes into amazing detail, explaining exactly what is happening and why, which is the most important at the beginning when you’re trying to make sense of how Flow works. I couldn’t recommend this course enough!” – Edita B.
Learn Fast – Your colleagues will be blown away by how talented you are with Salesforce Flows. In this course we’ll cover all the Salesforce Flow concepts you need to know to go from zero to hero using the Salesforce Flow Builder.
“This was an exceptional course, that had a great pace and most important a great teacher. Well done Nick…my hat comes off for you. Your hard work in creating this course did come through. I hope to see more Salesforce Udemy courses from you in the near future. Your student – Neil.” – Neil M.
Get Certified – You will quickly master automation knowledge essential for Salesforce Certification exams. We’ll cover topics that will help you pass the Salesforce Certified Administrator, Salesforce Certified Platform App Builder, and Salesforce Certified Advanced Administrator exams.
The time is now – If you’re at all familiar with the Salesforce platform you’ve heard of Salesforce Flows. Starting in the Winter ‘23 release, all automation must be built with Salesforce Flows. Which means the time to learn Salesforce Flows is now.
We’ll cover:
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Using Get, Create, and Update data elements
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Using logical operators such as Decisions, Assignments, and Collection Filters
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Using Loops
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Scheduled Salesforce Flows
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Before Save Flows
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Record Triggered Flows
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Screen Flows
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Using formulas in flows
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Sending emails with flows
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Proper Salesforce Flow debugging and testing
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Embedding flows in utility navigation Items
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Launching flows from a Button
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Using flows with Data Loader
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Building call scripts with Salesforce Flows
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Platform Event Triggered Flows
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Salesforce Flow Architecture
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and more!
Who I am – I’m an 13x Certified Salesforce Administrator, Developer, & Architect. I’m also a featured success story on David Liu’s SFDC99 blog. I’ve been using Salesforce Flows for 5+ years and currently work as a Salesforce Consultant for Financial Service Companies. In this course I’ll take you by the hand and guide you, step-by-step, through 10 real world Salesforce Flow projects to help you master Salesforce Flows.
If you are:
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Studying to become a Salesforce Certified Administrator
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Studying to become a Salesforce Certified Platform App Builder
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Studying to become a Salesforce Certified Advanced Administrator
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Are a Salesforce Administrator who needs to build automation
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Are a Salesforce Developer who needs to understand what other Salesforce Administrators have built
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A Salesforce professional who’s heard of Salesforce Flows and now wants to learn more
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Looking to earn a higher salary as a Salesforce Professional
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Looking to charge higher rates as a Salesforce Consultant
Then this course is designed for you!
“This is by far the BEST Flow Builder tutorial I have seen! Great job, Nick and thank you!!!” – Kadir S.
The promise – My goal is to deliver a 100-to-1 return in value on your purchase so that you can get a raise at your job, level up your career, help your clients in a new way, learn about Salesforce Flows to get certified, and master the core automation tool of the Salesforce Platform.
“Awesome Experience. I would highly recommend everyone to take this course.” – Abhishek C.
Join the Salesforce Tribe of Mentors – After you enroll in the course, you will also be invited to join an exclusive group of Salesforce professionals so you can build your network and continue your Salesforce journey.
“Really loved the sessions. Clearly explained and easy to understand.” – Manoj K.
Continuous updates – This course will be routinely updated in the future to stay up to date with the latest Salesforce release. Buy now and master Salesforce flows for a lifetime.
Creating Your Salesforce Trailhead Environment
Salesforce Flow Basics: Welcome to the Salesforce Lightning Flow Builder!
Salesforce Flow Challenge #1 - Set the Amount Field on Opportunities
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4Salesforce Flows: Starting with the Basics
An overview of upcoming lectures in the Salesforce Flow course. We'll discuss some of the key items like Salesforce Flow Types and Salesforce Flow data elements, then we'll log into our Salesforce Trailhead environment for a tour.
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5Salesforce Flows: Salesforce Lightning Flow Types
Learn how to get started building a Salesforce Lightning Flow. We'll cover the common Salesforce Flow types that a Salesforce Administrator or Developer might utilize. Then we'll begin building our very first Salesforce Screen Flow.
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6Salesforce Flows: The Screen Element
Deep dive into the Salesforce Flow Builder canvas, with a focus on the Salesforce Lightning Flow screen element. We'll add a Display Text component to our Lightning Screen Flow and output the words "Hello World!".
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7Salesforce Flows: The Get Records Element
Explanation of the Salesforce Flow data element called the Get Records. This data element allows us to find Salesforce records, and store their field values to use later in the Salesforce flow. It is one of the most commonly used data elements in the Salesforce Flow Builder.
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8Salesforce Flows: The Update Records Element
Explanation of the Salesforce Flow data element called the Update Records. This data element allows us to update Salesforce records, using values from the Salesforce flow. We combine this with our Get Records element from the previous video to update a lead record in Salesforce.
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9Salesforce Flows: The Create Records Element
Explanation of the Salesforce Flow data element called the Create Records. This data element allows us to create Salesforce records, using values from the Salesforce flow. We combine this with our previous Screen Element to create a new lead in Salesforce.
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10Salesforce Flow Basics: A Summary
In this lecture we summarize the basics of the Lightning Flow Builder, discussing the key Salesforce Flow data elements and Salesforce Flow types we learned about in this section.
Salesforce Flow Challenge #2 - Updating a Task Owner Based on a Picklist
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11Salesforce Flows: Introducing You - the Salesforce Administrator!
Get into the role of a Salesforce professional at Universal Containers and understand our first Salesforce flow requirements
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12Salesforce Flows: Challenge One Prework
Build out the needed fields that our Salesforce Lightning Flow will use leverage inside our solution
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13Salesforce Flows: Record Triggered Flow Configuration Screen
In-depth description of the Salesforce Record Triggered Flow configuration screen
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14Salesforce Flows: Assignment Element
Learn how to use an Assignment Element inside our Salesforce Flow in order to set a value on a field and perform an update to the Lead record
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15Salesforce Flows: Testing the Solution
Test our Salesforce Flow in the UI to make sure the functionality is working as expected
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16Salesforce Flows: Salesforce Admin Cleanup
Put on our Salesforce Administrator hats and make updates to the Lightning Page layouts on both Leads and Opportunities
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17Salesforce Flows: Challenge One Recap
Recap of the business challenge and the Salesforce Flow we built in our first challenge
Salesforce Flow Challenge #3 - Find Primary Contact for Cases
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18Salesforce Flows: Challenge Two Introduction
Understand the business requirements of this Salesforce Flow challenge by reviewing a fictional Help Desk case from a Universal Containers team member.
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19Salesforce Flows: Prework to building our Salesforce Flow
As a Salesforce Administrator, we'll need to create two new user records and a picklist field in order to build this Salesforce Flow.
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20Salesforce Flows: Brief Review of the Salesforce Flow Functionality
We'll take a quick pause here to review the challenge requirements and make sure that as a Salesforce Administrator we fully understand the reason we're building this Salesforce Flow.
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21Salesforce Flows: Record Triggered Flow Configuration and the Get Element
We'll configure the start screen of another record triggered flow, as well as using the Salesforce Flow Get Element to find the appropriate user record.
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22Salesforce Flows: Assignment Element
We'll drag an Assignment element to the Salesforce Lightning Flow canvas in order to perform an update on the Task record we found while working with our Get Element.
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23Salesforce Flows: Test our solution in the UI
Next we'll test our solution in the UI. We'll spend some time discussing best practices as a Salesforce Administrator specifically when it comes to working with Salesforce Flows
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24Salesforce Flows: Working with the Salesforce Flow Debugger
A comprehensive breakdown of the Salesforce Flow debugger tool and how you can use it to solve problems as a Salesforce Administrator
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25Salesforce Flows: Challenge Two Recap
Review some of the key things we learned about Salesforce Flows in this challenge.
Salesforce Flow Challenge #4 - Build a Call Script
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26Salesforce Flows: 3-1 Challenge Three Introduction
We discuss the needs of this challenge scenario and talk about best practices for gathering requirements as a Salesforce professional or Salesforce Administrator
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27Salesforce Flows: 3-2 Complete the Prework
In this video we complete the challenge prework by building a new field on the contact object. This is what you would do as a Salesforce Administrator in the business scenario.
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28Salesforce Flows: 3-3 Best Practices When Building & Starting our Flow
We'll walk through the flow challenge in the UI to ensure we understand the requirements. This is a best practice you'll want to pick up as a Salesforce Flow builder. Then, we'll start working on the Salesforce Flow itself.
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29Salesforce Flows: 3-4 Use a Get Element to Find the Primary Contact
We'll use a Get Records inside our Salesforce Flow to lookup the contact record we want to populate on the case.
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30Salesforce Flows: 3-5 Use the Update Element to Update our Case
Next we'll use an Update Records inside our Salesforce Flow to update the case from our Record-Triggered Flow. We also discuss important testing scenarios, the positive, negative, null, and bulk tests.
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31Salesforce Flows: 3-6 Use a Decision + Get Element to find the oldest Contact
We update our record-triggered flow based on the feedback we get from Sherri. To do this, we use a decision element and another Get Element in order to find the oldest contact record.
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32Salesforce Flows: 3-7 Understanding Sort Order, Using A Flow Formula
We spend more time learning how to sort records retrieved by the Get Element inside our Record Triggered Flow. Then we use a Flow Formula in order to update our case record.
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33Salesforce Flows: 3-8 Final Flow Testing
We'll do some final debugging before calling our record-triggered flow "done".
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34Salesforce Flows: 3-9 Challenge Summary
We'll summarize the steps we took to build our Salesforce Flow in this challenge.
Salesforce Flow Challenge #5 - Using Loops
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35Salesforce Flows: 4-1 Challenge Four Introduction
We introduce our challenge where we're looking to build a call script inside of a screen flow in order to help Pedro, who is the sales manager at Universal Containers.
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36Salesforce Flows: 4-2 Build two fields on Lead object
We use our ability as Salesforce Administrators to create two new fields on the Lead object that we'll use to complete the Salesforce Screen Flow in this challenge.
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37Salesforce Flows: 4-3 Configure Our Screen Element and Using a Call Script
In this video we spend some time talking about configuring the Salesforce Flow screen element, and also discuss how to configure the Screen Flow Call Script component.
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38Salesforce Flows: 4-4 How to Create and Use a Record Single Variable in a Flow
In this video we add more fields to the Call Script screen inside our Salesforce Flow. We learn how to use a record single variable to make creating screen flows simple.
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39Salesforce Flows: 4-5 How to use a Fault Element in a Salesforce Flow
For the first time in the course, we discuss using a Fault Element inside our Screen Flow. Fault elements are powerful ways to gracefully handle errors that might occur inside a Salesforce Flow.
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40Salesforce Flows: 4-6 How to use the Roll Back Records Element in a Flow
We introduce another brand new data element in our Salesforce Flow - the Roll Back Records. Roll Back Records come in handy when debugging Screen Flows or when using fault elements to prevent unneeded database updates from happening.
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41Salesforce Flows: 4-7 How to Use the Lookup Component in a Screen Flow
We continue configuring our Salesforce Screen Flow and go into detail on how the Lookup Screen Component works. This component can often be confusing, but after this video, you'll know exactly how it works.
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42Salesforce Flows: 4-8 How to Deploy a Screen Flow to End Users in Salesforce
After putting the finishing touches on our Salesforce Flow, we configure our final screen element. Then, we do what any good Salesforce Administrator does and deploy our Screen Flow to end users in an easily accessible way!
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43Salesforce Flows: 4-9 Challenge Four Recap
In this video, we end our Challenge Four story with you as the Salesforce Administrator at Universal Containers.
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44Salesforce Flows: Course Feedback
Salesforce Flow Challenge #6 - Scheduled Triggered Flows
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45Salesforce Flows: 5-1 Loops Concept Overview
We'll provide a concept overview of using loops inside flows, and then we'll begin building a screen flow that will help us apply what we learned.
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46Salesforce Flows: 5-2 Loops in Action
We've started our screen flow, built a record collection, dragged a loop to the canvas, and created a number variable - now it's time to set up our loop logic!
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47Salesforce Flows: 5-3 Wrap up Loop Concept Overview
We built our first loop inside a Salesforce screen flow and now we'll define some logic for the loop to execute after it completes.
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48Salesforce Flows: 5-4 Challenge Overview
With our primer on Salesforce Loops out of the way, we can get back into the role of the Salesforce Administrator at Universal Containers and gather some requirements for our next challenge!
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49Salesforce Flows: 5-5 Challenge Prework
As Salesforce Administrators at Universal Containers, we'll build 3 new fields to support the requirements of this challenge. We'll also make some Salesforce Lightning Page updates and briefly review the challenge requirements.
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50Salesforce Flows: 5-6 Opportunity Notes Record Triggered Flow
We start building our Record Triggered Flow in the Salesforce Flow Builder. We configure our start element and then set up our first Get Records element
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51Salesforce Flows: 5-7 Build our Loop
Continuing with our flow, we drag a loop element to the flow builder canvas and use an assignment element to set up our loop logic.
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52Salesforce Flows: 5-8 Using a Record Collection to Make Updates
Previously we configured our loop element and our assignment logic, and now we need to use a record collection variable to store our records and then update them with an update element.
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53Salesforce Flows: 5-9 Testing Our Opportunity Notes Flow
We've configured our Salesforce Flow and now we need to test our flow in Salesforce!
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54Salesforce Flows: 5-10 Build our Before Save Flow
After we've successfully tested our loop flow, we can move on to building a before save record triggered flow that will populate the fields Pedro requested we populate on a new Opportunity. All we need is one assignment element!
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55Salesforce Flows: 5-11 Test Our Before Save Flow
We test our before save flow and learn an important lesson about optimizing for fast field updates.
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56Salesforce Flows: 5-12 Build Flow to Update Related Records
Two out of three Salesforce Flows have been built and now its time for the final flow in the challenge. Here, we using a record triggered flow to update related Opportunity records when an Account changes in Salesforce.
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57Salesforce Flows: 5-13 Alternative Solution - Using a Quick Action
We discuss a best practice that good Salesforce Administrator and Salesforce Flow builders use which is to find the right tool for a job. In this video we cover an alternative solution an explore the philosophy of building solutions on the Salesforce platform.
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58Salesforce Flows: 5-14 Challenge Summary
We recap all we learned about Salesforce Flows in Challenge 5.
Salesforce Flow Challenge #7 - Using Scheduled Paths
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59Salesforce Flows: 6-1 Introduction to Scheduled Triggered Flows
We'll introduce a brand new Salesforce Flow type - the Scheduled Triggered Flow!
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60Salesforce Flows: 6-2 Scheduled Triggered Flow Start Element
We'll navigate to the Salesforce Flow builder and begin building our first scheduled trigger flow as part of the challenge primer.
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61Salesforce Flows: 6-3 Updating Records in a Scheduled Triggered Flow
We'll add an update element to our Salesforce Flow with the intention to set the Rating field on lead records at the end of each business day.
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62Salesforce Flows: 6-4 Running a Scheduled Triggered Flow
We'll activate our Salesforce Flow and then validate that it ran as expected by updating the Salesforce lead records we defined in our entry criteria.
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63Salesforce Flows: 6-5 Happy Birthday Email Salesforce Flow Intro
We gather our Salesforce Flow requirements from the VP of Marketing, Naomi, and talk about the reverse engineering design principle.
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64Salesforce Flows: 6-6 Decision Element vs Formula Field in Scheduled Flows
We begin building our Salesforce Flow and review two options for identify records to work with in the scheduled triggered flow 1) a decision element and 2) a formula field.
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65Salesforce Flows: 6-7 How to Send Emails in a Salesforce Flow
We'll review how to use the Email action inside a Salesforce Flow, and build an email template that will reduce the amount of maintenance we have to do in the long term.
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66Salesforce Flows: 6-8 Process Automation Settings
We spend 5 minutes covering an essential Salesforce Administrator settings screen which allows admins to configure several important automation settings that affect Salesforce Flows
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67Salesforce Flows: 6-9 Debugging a Scheduled Salesforce Flow
We begin testing our Salesforce Flow, and discuss best practices around successfully debugging a scheduled triggered flow in Salesforce.
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68Salesforce Flows: 6-10 Using a Fault Path in a Scheduled Triggered Flow
We introduce an advanced fault handling mechanism in our Salesforce Flow by creating a custom Error Log object to hold information about Salesforce Flow errors. Very few Salesforce Administrators use this concept and it will be very useful for you to implement in the future.
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69Salesforce Flows: 6-11 Salesforce Flow Challenge Review
We review everything we learned about the Salesforce Flow builder in this challenge.
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70Salesforce Flows: Course Feedback