Flow Masterclass

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Introduction (Deep Dive One)

Create Flow & Start Screen

Get Users Account Records

Display Users Accounts

Summary

Elements Deep Dive Two 6 Topics

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Introduction (Deep Dive Two)

Account Management Radio Buttons

Account Management Decision

Lookup New Owner

Update Account Owner

Confirmation Screen

Elements Deep Dive Three 6 Topics

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Introduction (Deep Dive Three)

Contact Management Radio Buttons

Contact Management Decision

Create Contact Record

Confirmation Screen

Summary

Elements Deep Dive Four 7 Topics

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Introduction (Deep Dive Four)

Get All Contact Records

Display Contact Records (Datatable)

Edit Contact Details (Manual Components)

Update Contact Record

Confirmation Screen

Summary

Elements Deep Dive Five 7 Topics

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Introduction (Deep Dive Five)

Decision Optimization

Display Contact Records

Add Contact Names to Collection (Loop and Assignments)

Confirm Contact Deletion

Decision Reroute (Connect Paths)

Summary

Elements Deep Dive Six 7 Topics

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Introduction (Deep Dive Six)

Opportunity Management Radio Buttons

Opportunity Management Decision

Assign New Opportunity Values

Opportunity Naming Convention

Create Opportunity and Confirmation Screen

Summary

Elements Deep Dive Seven 7 Topics

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Introduction (Deep Dive Seven)

Get Open Opportunities

Opportunity Management Decision Optimization

Select Opportunity

Close Opportunities (Loop and Assignments)

Update Opportunities & Confirmation Screen

Summary

Elements Deep Dive Eight 5 Topics

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Introduction (Deep Dive Eight)

Select Opportunities & Extension Days

Assign New Close Date (Loop and Assignments)

Update Opportunities and Confirmation Screen

Summary

Elements Deep Dive Nine 6 Topics

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Introduction (Deep Dive Nine)

Select Opportunity to Edit

Elements Deep Dive Ten 4 Topics

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Collection Sort Configuration

Collection Sort Summary

Collection Filter Configuration

Collection Filter Summary

Elements Deep Dive Conclusion

Record Triggered Flows 9 Topics

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Introduction to Record Triggered Flows

Walkthrough Record Triggered Flows

Summary of Record Triggered Flows

Use Case: Set Case Priority

Use Case: Set Opportunity Name

Use Case: Count Open Cases

Use Case: Case Closed Sequence

Use Case: Send Email Alert (Email Alert Deep Dive)

Use Case: Send Email (Email Action Deep Dive)

Screen Flows 12 Topics

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Introduction to Screen Flows

Screen Components One (Screen, Header, Footer, Display Text, Sections, & AppExchange)

Screen Components Two (Address, Component Visibility, Advanced, Call Script, Checkbox & Checkbox Group)

Screen Components Three (Choice Lookup, Currency, Datatable, Date, & Date and Time)

Screen Components Four (Dependent Picklists, Display Image, Email, & Enhanced Message)

Screen Components Five (File Upload, Long Text Area, Lookup, & Multi Select Picklist)

Screen Components Six (Name Number, Password, Phone)

Screen Components Seven (Picklist, Radio Buttons, Slack)

Screen Components Eight (Slider, Text, Toggle, URL)

Manual Components vs Fields (Dynamic Forms)

Run As

Use Case: Mass Transfer Opportunities

Scheduled Triggered Flows 3 Topics

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Introduction to Scheduled Triggered Flows

Scheduled Triggered Flows Walkthrough

Scheduled Triggered Flows Summary

Autolaunched Flows 4 Topics

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Introduction to Autolaunched Flows

Autolaunched Flows Walkthrough

Autolaunched Flows Summary

Use Case: Clone Opportunity and Line Items

Platform Event Triggered Flows 2 Topics

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Introduction to Platform Event Triggered Flows

Platform Event Triggered Flows Walkthrough

What Type of Flow to Use

Always Plan

Never Hardcode IDs

Always Debug

Never Put a Pink Inside a Orange

Use Tight Entry Conditions

Use Naming Conventions

Include Descriptions

Use Subflows

Error Handling Part 1

Error Handling Part 2

CANEI Flows

Do You Need To Flow?

Never Build in Production

Document Your Flow

Watch Out For Logic Gaps

Check Record Found

Automation Bypass

Have your say

Course Content

Welcome

Course Includes