Salesforce Flow & Process Automation

Module 1: Salesforce Automation Landscape

• Evolution of Salesforce automation: Workflow → Process Builder → Flow
• Flow vs Apex: when to use declarative automation
• Flow types: screen, record-triggered, scheduled, auto-launched, platform event
• Flow Builder interface: elements, resources, and canvas navigation
• Flow governance: governor limits for Flow in Salesforce
• Flow certification: how Flow features in Admin and Developer exams

Module 2: Record-Triggered Flows

• Before-save flows: fast field updates without DML
• After-save flows: complex actions triggered by record changes
• Trigger order: how record-triggered flows relate to other automation
• Entry conditions: filtering which records trigger the flow
• Scheduled paths: time-delayed actions within record-triggered flows
• Recursion prevention: avoiding infinite loops in record-triggered flows

Module 3: Screen Flows

• Screen flow components: text, number, lookup, choice, and record components
• Navigation: multi-screen flows with conditional navigation
• Dynamic forms in screen flows: reactive screens
• Validation in screen flows: formula-based error messages
• Launching screen flows: from buttons, quick actions, and Lightning pages
• Screen flow UX best practices for guided user experiences

Module 4: Scheduled & Auto-Launched Flows

• Scheduled flows: time-based batch processing of records
• Schedule frequency: hourly, daily, weekly, and monthly schedules
• Auto-launched flows: invocable flows from Apex, REST API, and other flows
• Passing variables into auto-launched flows
• Subflows: reusable flow modules called from parent flows
• Scheduled flow monitoring and error management

Module 5: Flow Logic & Data Operations

• Variables: text, number, date, Boolean, record, and collection variables
• Decisions: conditional branching with multiple outcomes
• Loops: iterating over record collections
• Assignment element: building and modifying collections
• Get Records, Create Records, Update Records, Delete Records elements
• Fault paths: handling errors gracefully in Flow

Module 6: Advanced Flow Patterns

• Working with collections: filter, sort, and map collection patterns
• Invocable actions: calling Apex and external services from Flow
• HTTP callout actions: calling external APIs from Flow
• Custom property editors: building configurable Flow components
• Flow orchestration: multi-user, multi-step business processes
• Performance optimisation: efficient SOQL usage in Flow

Module 7: Flow Testing & Debugging

• Flow debug mode: running flows with test inputs in Flow Builder
• Flow interview logs: tracing execution through complex flows
• Flow error emails: understanding and resolving flow errors
• Unit testing flows using @isTest in Apex
• Flow rollback: understanding transaction boundaries
• Flow version management and activation strategies

Module 8: Migration, Governance & Real-World Automation

• Migrating Workflow Rules to Flow using the migration tool
• Migrating Process Builder flows to record-triggered flows
• Flow governance framework: naming conventions and documentation
• Change management for automation: testing and deployment best practices
• Real-world automation scenarios: 10 common business automations built in Flow
• Salesforce Flow certification preparation and mock scenarios

Salesforce Flow Architects & Automation Specialists Our Flow instructors are recognised Salesforce Flow experts who have built enterprise-grade automation solutions using Flow Builder, replacing hundreds of legacy workflow rules and Process Builder processes with efficient, maintainable Flow architecture.

Automation Migration Experience With Salesforce retiring Workflow Rules and Process Builder, migration to Flow is a critical skill. Our trainers have led large-scale automation migrations for enterprise Salesforce orgs, and bring practical migration methodology and lessons learned into the course.

Flow Orchestration & Advanced Pattern Masters Our instructors go beyond basic Flow to teach advanced patterns — subflows, collection manipulation, invocable actions, and Flow Orchestration. Learners gain the sophisticated Flow skills that distinguish expert Salesforce professionals from intermediate ones.

Performance & Scalability Focus Flow automation that works on small data volumes can cause governor limit errors at scale. Our trainers emphasise building performant, bulkifiable flows from the start — a critical skill for automation deployed to high-volume production orgs.

Community Education Contributors Our Flow instructors are active contributors to the Salesforce community — writing blog posts, creating Trailhead content, and presenting at Dreamin' events on Flow best practices. Their community engagement keeps their knowledge current and their teaching style fresh and engaging.