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Create Your First Salesforce Flow
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Salesforce · 30 lessons · up to 10 minutes each
Salesforce Flow
A complete 30-lesson course from safe Flow Builder foundations through bulk-safe automation, testing, and release planning.
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Salesforce Flow
Permanent access to the lessons published in this track when you buy. Future lessons are not included. 30 of 30 lessons are published; 0 are in owner review and 0 are Coming Soon.
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- Create Your First Salesforce Flow
- Route Salesforce Flow Paths with Decision Elements
- Choose the Right Salesforce Flow Type
- Set Safe Salesforce Flow Start Conditions
- Use Salesforce Flow Resources and Variables
- Assign and Update Salesforce Flow Records
- Loop Through Salesforce Flow Collections
- Reuse Automation with Salesforce Flow Subflows
- Debug Salesforce Flows with Repeatable Tests
- Save and Review Salesforce Flow Drafts Safely
- Separate Salesforce Flow Faults from Transaction Rollback
- Test Salesforce Flow Decision Boundaries
- Match Salesforce Flow Types to Transaction Work
- Control Salesforce Flow Update Triggers
- Design Reusable Salesforce Flow Resources
- Route Salesforce Flow Record Updates
- Build Bulk-Safe Salesforce Flow Collection Patterns
- Define Reliable Salesforce Flow Subflow Contracts
- Build Tests for Salesforce Flow Branches
- Review Salesforce Flow Versions Before Activation
- Design Maintainable Salesforce Flow Fault Recovery
- Refactor Salesforce Flow Decisions for Readability
- Split Salesforce Automation at Supported Type and Transaction Boundaries
- Coordinate Salesforce Flow Trigger Order
- Review Salesforce Flow Scope and Null Boundaries
- Separate Salesforce Flow Assignments from Database Writes
- Transform Salesforce Flow Collections at Scale
- Version Salesforce Flow Subflows Safely
- Maintain Repeatable Salesforce Flow Tests
- Promote Salesforce Flows with a Recovery Plan
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Beginner
Lessons 1–10
01 Create Your First Salesforce Flow
Topic: fault paths and recovery
Build a Screen Flow that collects a contact's name and email, shows a confirmation, and is debugged safely in a sandbox.
02 Route Salesforce Flow Paths with Decision Elements
Topic: decisions and outcomes
Configure a manual Decision element for a quote request, then debug its first-match outcomes and default path.
03 Choose the Right Salesforce Flow Type
Topic: flow type and entry point
Match a small user task to a Screen, record-triggered, or autolaunched flow, then name a supported way to start it.
04 Set Safe Salesforce Flow Start Conditions
Topic: start conditions and triggering records
Define a narrow record-triggered entry rule and predict which synthetic record changes should start it.
05 Use Salesforce Flow Resources and Variables
Topic: resources and variables
Select record, variable, formula, and global resources for a fictional lead-triage walkthrough.
06 Assign and Update Salesforce Flow Records
Topic: assignments and updates
Use Assignment for a triggering-record value and distinguish an in-memory change from a database update.
07 Loop Through Salesforce Flow Collections
Topic: loops and collections
Loop through a prepared synthetic record collection and identify the current item without writing inside the loop.
08 Reuse Automation with Salesforce Flow Subflows
Topic: subflows and reuse
Call a prepared autolaunched subflow and map one input and output through an explicit parent-child contract.
09 Debug Salesforce Flows with Repeatable Tests
Topic: debug runs and tests
Run safe Debug cases for normal and fault paths, and choose rollback mode when the exercise must not persist changes.
10 Save and Review Salesforce Flow Drafts Safely
Topic: activation and release safety
Save a reviewed draft, distinguish saving from activation, and identify the version and paths still needing validation.
Intermediate
Lessons 11–20
11 Separate Salesforce Flow Faults from Transaction Rollback
Topic: fault paths and recovery
Distinguish an element fault path from transaction rollback and explain when bulk processing can partially save successful records.
12 Test Salesforce Flow Decision Boundaries
Topic: decisions and outcomes
Build precise manual Decision logic and test overlapping outcomes, blank values, and exact threshold boundaries.
13 Match Salesforce Flow Types to Transaction Work
Topic: flow type and entry point
Choose flow types and optimization for screen, record, or background work, then split work only at supported boundaries.
14 Control Salesforce Flow Update Triggers
Topic: start conditions and triggering records
Compare every-update and updated-to-meet behavior, use prior values deliberately, and prevent unintended reruns.
15 Design Reusable Salesforce Flow Resources
Topic: resources and variables
Choose resource types and input/output availability for a reusable flow, then review formula and null boundaries.
16 Route Salesforce Flow Record Updates
Topic: assignments and updates
Build record variables, assign values on a selected branch, and write only the intended records with a data element.
17 Build Bulk-Safe Salesforce Flow Collection Patterns
Topic: loops and collections
Build a record collection in a loop, defer DML until after the loop, and explain limits across multiple interviews.
18 Define Reliable Salesforce Flow Subflow Contracts
Topic: subflows and reuse
Define and map typed subflow inputs and outputs, document caller expectations, and test contract changes.
19 Build Tests for Salesforce Flow Branches
Topic: debug runs and tests
Create a branch and boundary test matrix, use automated flow tests where supported, and interpret assertions and rollback behavior.
20 Review Salesforce Flow Versions Before Activation
Topic: activation and release safety
Compare saved flow versions and confirm the exact version, entry criteria, and paths intended for release.
Advanced
Lessons 21–30
21 Design Maintainable Salesforce Flow Fault Recovery
Topic: fault paths and recovery
Design fault reporting and recovery boundaries that distinguish recoverable element errors, transaction rollback, and external side effects.
22 Refactor Salesforce Flow Decisions for Readability
Topic: decisions and outcomes
Refactor dense routing into readable, testable branches while preserving order, defaults, and documented rule behavior.
23 Split Salesforce Automation at Supported Type and Transaction Boundaries
Topic: flow type and entry point
Split interactive and background work only at supported flow-type and transaction boundaries, then document the handoff contract.
24 Coordinate Salesforce Flow Trigger Order
Topic: start conditions and triggering records
Review flows that share an object, apply supported trigger-order rules, and test interactions without assuming a global order.
25 Review Salesforce Flow Scope and Null Boundaries
Topic: resources and variables
Review current and prior values, variable scope, null semantics, and external availability before changing a reusable flow.
26 Separate Salesforce Flow Assignments from Database Writes
Topic: assignments and updates
Review in-memory assignments, triggering-record save behavior, explicit DML, and transaction effects as separate stages.
27 Transform Salesforce Flow Collections at Scale
Topic: loops and collections
Review a collection transformation for bulk safety, record-variable reuse, DML placement, and realistic volume limits.
28 Version Salesforce Flow Subflows Safely
Topic: subflows and reuse
Maintain reusable subflow contracts across versions and release changes by checking parents, dependencies, and rollback options.
29 Maintain Repeatable Salesforce Flow Tests
Topic: debug runs and tests
Maintain automated path tests and diagnostic evidence for supported flow types, including error assertions and version-aware runs.
30 Promote Salesforce Flows with a Recovery Plan
Topic: activation and release safety
Plan sandbox-to-production flow promotion with version checks, post-deploy tests, activation control, and a safe recovery path.
Reference documentation
These official Salesforce references support the complete 30-lesson course, from beginner practice through advanced release planning.
- Salesforce Flow Documentation (opens in a new tab)
- Salesforce Help: Flow Types (opens in a new tab)
- Trailhead: Meet Flow Builder (opens in a new tab)
- Salesforce Help: Flow Entry Conditions (opens in a new tab)
- Salesforce Help: Flow Bulkification (opens in a new tab)
- Salesforce Help: Flow Builder Debugger (opens in a new tab)
- Salesforce Help: Activate or Deactivate a Flow (opens in a new tab)
All 30 Salesforce Flow lessons are built and reviewed, with a complete path from beginner practice through advanced topics.