Beginners Intro to Salesforce Flow!!!
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- เผยแพร่เมื่อ 11 ก.ค. 2024
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In this video we go back to basics and learn all about what Flow is and how to get started. Perfect if you're a total beginner to Salesforce Flow or have just started and need a recap/review.
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Timecodes
0:00 - Intro & Use Case
0:55 - What is Salesforce Flow?
2:13 - When to use Salesforce Flow?
6:00 - Flow Terminology
7:38 - The User Interface
14:03 - Salesforce Flow Elements
23:43 - Salesforce Flow Resources
25:46 - A Salesforce Example Flow
29:00 - Salesforce Flow Debug
30:35 - Canvas Connectors & Paths
31:26 - Learn More/Outro
If you found this video useful please subscribe for more videos like this every week!
Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make.
May the Salesforce be with you! x
Connect with me on Twitter: / adamfoyston
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I've gone back to basics with Flows and will continue to go deeper into it, including with some of your suggestions and use cases (e.g. Sub-flows, Flows from buttons, etc) - let me know if this has been useful and if there is anything else you would like me to make a video on or what you have found useful in Flow :)
Thank you, Everything has been explained so well for me, this channel is really appreciated during my admin learning journey !
Nice tutorial to get to know the concept of flows. Thanks!
Waoooo finally some good videos about flows and more! so happy I found you Adam !!!
Love your humor and how you created the videos !
Haha - thank you Vanne!
You definitely explain things incredibly well. I'm getting ready to take my Admin certification and your videos have been a huge help. Thank you!
Great to hear! Best of luck with them and do let me know if you are struggling on anything in particular that I could help maybe do a video on? :)
Thanks Adam for this fantastic video. I am taking my Admin Cert soon and the essentials you covered in this video are very helpful in understanding more about Flows. I will check out your other videos real soon. Cheers :)
Glad it has been helpful! Best of luck with the certification exam :)
This video has really helped me understand the basics of flow! I take my Admin Cert soon and your way of explaining things has really helped in my studies. Thanks!
Great to hear! Thanks for the feedback and best of luck with the upcoming exam. Do let me know if there is an area you struggle with and I'll see if I can do a video to support :)
wow man! I REALLY hate tutorials and I really loved this one, it helped me a lot with my current job position :)
You're most welcome!
Thanx for this great tutorial, Adam. I'm going to do the How To: Build a Simple Salesforce Flow video and exercise tomorrow.
Best of luck. It can take a bit to get your head around the concepts but stick with it. Think logically outside of the tool then slowly try looking at other videos (like on my channel) that apply those needs/desires functionally into a real build of a flow. Have fun :)
Hi Adam, Thank you so much for the video. I am also the person same like avoid coding. Please do more videos and looking forward to it
You're very welcome and glad to hear you're the same as me regarding building out Salesforce without coding. See if there are other videos on my channel you might find useful and subscribe for any new ones. Also, let me know if you have any suggestions/idea to help you or others in the Salesforce community. Thanks again! Adam
you are so funny! thanks for the video! this is what I needed to finally understand Flow
You're so welcome! Thank you for engaging. Do let me know if you have any questions or suggestions for future content as you go on your journey on Salesforce! :)
Adam, I don't think you can control the position of when Ads appear on but the timing of this one had you describe the "FlowEasy" with a smile and then cut to the ad. Timing was perfect if it was planned and serendipity if not. I enjoy your content as I'm learning Flow now.
haha - I wish that was me, but alas, I'm not that clever, skilful, nor serendipity that kind!
Love your videos! Can you please create a video on validation rules on Opportunities (a couple simple and a couple complex examples)?
Great suggestion! Validation rules are often overlooked but a great way to improve data integrity and guide users somewhat. Will add it into the schedule! Thanks again :)
It is very interesting video and very helpful and thank you for sharing such deep knowledge
How you keep making this type of video
So nice of you - Thanks you for the comments. :)
Your videos are great, Adam. Thank you very much!!!
Regarding the "Trailblazer" comment (sounding a bit grand): I've thought about that one as well and come to the conclusion that Salesforce probably wanted to call people in Trailhead "Trailheaders". But that would have sounded mad, so they went for the more grand-sounding "Trailblazer" instead.
IT's Salesforce....they will make anything sound more grandiose than it really is! haha
Very useful thank you! would you have any tips on any flow gotyas so tips on limitations or if you have multiple flows in a org how you can avoid hitting API limits or conflicting flows?
Thanks Mel - another great suggestion and something I'll look to put into the more advanced flow content. Have you found issues with this in the past?
@@AdamFoyston I have where the flow has been triggering along with a apex trigger and hitting API limits as a result especially when updating household account contact relationships in the Financial Services cloud.
I am fairly new to salesforce flow just wondering if this has the capability to capture your clients' names, addresses, and phone numbers?
Does it have the capability to contact by internet phone or email integrated into this program?
Hi Jenny, great questions.
1. You can use flows to capture clients names, addresses, phone numbers by using a screen flow and adding it as a component to either a record layout/button (if for internal user use) or you could put on a Salesforce Customer Experience site (I think), or simply a standard Web-to-Lead form that can trigger a flow on the back to do something with.
2. Contact by Internet Phone/Email - defo email, not sure about Phone someone. I would probably say no, based on the fact Internet Phone would mean a 3rd party application and CTI plugin to be used. Might be worth doing a google search - what would be the use case though? As you can do it by simply clicking a phone number in Salesforce (with a CTI partner application/service installed)
3. Depending on your use case, you can actually integrate your gmail or outlook (exchange server) to Salesforce so your users are empowered to link and record information between the two. Check out these videos in case it might suit your needs:
th-cam.com/video/PGg7tpZgsWY/w-d-xo.html
th-cam.com/video/wcm4Wv0jTfQ/w-d-xo.html
Thanks again for the comments.
Hello,
Im trying to build a flow “update recordsl depending on certain criteria,
If a custom field that I created (date field) is populated then activate the order on the object order and another get records depending on the same entry; if the custom field is populated then create contract.
I’ve tried everything and I don’t know what’s wrong, do you have any advice?
Thank you!
Hi there,
Try checking this video out which has the basic elements of what you're trying to do: th-cam.com/video/QV0NT08W7OM/w-d-xo.html
I'll look to do some more Flow videos soon :)
Isn’t Process Builder being sunsetted?
Too much yabbing, please hit the nail at the point.
Didn’t get much from this video as a learner.