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Be 2025-Ready: Unlock the Full Potential of Salesforce Flows
Introduction
Course Overview (9:04)
Collaboration and Resources
How to Learn Flows (3:43)
Do Not Use Flows (2:33)
Development Life Cycle and Data Model (4:12)
The Foundations
Overview (0:37)
Flow Types (3:56)
Elements and Limits (6:30)
Transactions (6:03)
Sync vs Async (5:44)
Overview of Resources (4:09)
Context (6:18)
Feedback
How is your experience so far?
Introduction to Use Cases
Structure of every Use Case (3:40)
Set up an Org
Maintain Data Integrity
Standardize Naming - Auto Name Records (16:54)
Validate User Input (4:30)
Auto Populate Fields (11:44)
Donor Acknowledgment
Email Donor Upon Receiving a Gift (19:11)
Email Donor from a Quick Action (26:28)
Email Donors In Bulk (12:19)
Volunteer Management
Application Form (32:43)
Donor Retention
Reminder on the Gift Transaction Due Date (9:55)
New Donor Welcome Email (19:26)
Weekly Summary Email to Development Manager (29:01)
Tiers (44:49)
Send a Survey Link (7:39)
Segment Donations by Amount Range (10:39)
Constituents
Automate Relationships (12:56)
Project - Intake
The Outline (7:21)
The Outcome (2:45)
Install Data Fetcher and Unofficialsf Base Packs (2:39)
Get Households (10:20)
Get Households - Subflow (10:27)
Get Household Members (10:23)
Program and Benefit Screen (2:13)
Introduction to SOQL (2:56)
Benefits and Reactivity (12:45)
Needs Screen (3:33)
Create Intake (14:21)
New Households (22:38)
Working With Collections (1:01)
Display All Households (4:48)
New Participants (17:01)
What IF (11:08)
Person Account Record Type (2:31)
Testing - Participant Bug (6:45)
Testing - New Households Bug (5:46)
Testing Final Round (2:48)
Go Live (2:10)
Challenge (1:38)
Feedback
How is your experience so far?
User Management
Auto Create Experience Cloud Users (23:28)
Integrate with Other Systems
Topics
Introduction to Integrations (6:43)
Integrate Salesforce with Mailchimp (23:22)
Debugging and Troubleshooting
Screen Flows (2:46)
Record Triggered Flows (6:39)
Schedule Triggered Flows (1:14)
General Debugging Concepts (7:08)
Manage Flows, Error Handling and Naming Convention
Manage Flows (8:42)
Error Handling (18:53)
Naming Convention
Final Project - Intake
User Story
Workflow (5:11)
Acceptance Criteria - Intake Form Setup
Acceptance Criteria - Jotform Integration
Acceptance Criteria - Separation of Concerns
Acceptance Criteria - Contact and Intake
Acceptance Criteria - Mass Edit Intakes
Next Steps
Next Steps and Resources
Feedback
How was your experience?
Email Donor from a Quick Action
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