|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-screen-flow-builder-with-real-time-scenario/
课程评论：没有评论
课程名称：Salesforce Flow Builder与实时场景完整指南 课程概述：Salesforce Lightning Flow Builder 是一个强大的工具，允许用户在 Salesforce 平台上创建、自动化和简化业务流程。它是 Salesforce 提供的定制应用和自动化任务的一部分，无需 extensive coding。 课程主要内容： - 拖放界面：Flow Builder 提供直观的拖放界面，用户可以轻松快捷地创建流程。 - 屏幕元素：提供多种输入元素，如文本框、下拉列表、单选按钮等，用于数据收集和信息展示。 - 数据收集与更新：通过 Flow Builder 构建的流程可以收集用户数据并根据提供的信息更新 Salesforce 记录。 - 决策元素：允许向流程添加条件逻辑，根据信息的输入或记录检索的数据采取不同路径。 - 操作元素：可在流程中执行各种操作，比如创建记录、更新字段、发送电子邮件等。 - 集成：Flow Builder 可以与 Salesforce 的其他功能集成，便于用户将流程无缝嵌入 Salesforce 环境。 - 验证和错误处理：可以添加验证规则，确保用户输入有效数据，并设计错误屏幕以显示自定义错误信息。 - 多步骤流程：支持多屏幕流程，帮助用户按步骤完成复杂任务，确保数据一致性。 课程内容包括： - 学习如何创建 Screen Flow、Record Trigger Flow、Schedule Trigger Flow 和 Auto-launched Flow，并结合真实场景进行实例演示。 - 针对新入行的 Salesforce 职业人士，帮助他们在 Salesforce 领域成长。 学习成果： - 理解并能够创建与 Account 相关联的 Contact、Opportunity。 - 能够使用 Screen Flow 创建 Case 并链接到 Account。 - 学会使用 Record Trigger Flow 自动创建 Contacts 与其他记录。 - 能够调度触发流刷新记录，并在特定条件下发送电子邮件。 通过该课程，参与者将获得扎实的 Salesforce Flow Builder 技能，能够应对各类实际项目开发的需求。
Salesforce Lightning Flow Builder is a powerful tool that allows users to create, automate, and streamline business processes within the Salesforce platform. It is part of Salesforce's suite of tools for building custom applications and automating various tasks without the need for extensive coding.The Key Features of Salesforce Flow Builder:-Drag-and-Drop Interface: The Flow Builder provides an intuitive drag-and-drop interface to create flows quickly and easily. Users can add various screen elements, decision elements, and actions by simply dragging them onto the canvas.Screen Elements: Flow Builder offers a wide range of screen elements, such as text, input fields (like text, picklists, radio buttons), rich text, images, and more. These elements are used to collect data or display information to users during the flow.Data Collection and Updates: Flows built with Screen Flow Builder can gather data from users and update records in Salesforce based on the information provided. It supports creating, updating, and deleting records.Decision Elements: With decision elements, you can add conditional logic to your flows. Depending on the data entered by users or the data retrieved from Salesforce records, the flow can take different paths.Action Elements: Action elements allow you to perform various actions during the flow, like creating records, updating fields, sending emails, making API calls, and more.Integration: Screen Flow Builder can integrate with other Salesforce features, such as Lightning pages, Visualforce pages, or Lightning Web Components. This enables users to embed flows seamlessly into their Salesforce environment.Validation and Error Handling: You can add validation rules and error handling to ensure that users enter correct and valid data during the flow. Error screens can be designed to display custom error messages.Multi-Step Flows: Flows can have multiple screens, guiding users step-by-step through a process. This helps streamline complex tasks and ensures data consistency.Overview:-In this course I have covered complete syllabus of Salesforce Lightning Flow Builder as Screen Flow, Record Trigger Flow, Schedule Trigger Flow and Auto launched Flow with Real Time Scenarios. Where you will be learn advanced technical scenarios based on projects live demo step-by-step guide from beginning to advanced level of Screen Flow Builder in Salesforce.I have taken care of who are brand new to start Salesforce Career and want to grow their Career in Salesforce.What you'll learn:-Real time scenario to build screen flowReal time scenario to build Auto launched flowDifferent types of flowsLightning Flow -Build Flows with Flow BuilderLightning Flow Builder elements and Keyboard ShortcutsLightning Flow BuilderCustomize the Error Message for Running Flow UsersFlow exception handling mechanismBuilding Blocks of FlowsActivate or Deactivate a FlowIntegrate with External Systems from a FlowUpdate Salesforce Records from a FlowLaunch a Flow from a Workflow ActionOptions for Sending Emails from a FlowDebug a Flow in Flow BuilderAdd a Flow to a Lightning PageRun a Flow in Flow BuilderRedirect Flow Users with a Local ActionShare the Flow URL or Create a Custom Button, Link, or Web TabLaunch a Flow from a Process - Process BuilderCreate an Object-Specific Quick Action That Launches a FlowWhat will you be able to do after taking this course? Screen Flow Builder:-How to create a related Contact in Salesforce through Screen Flow?How to create Opportunity related to Account through Quick Action?How to Upload a file related to Account base on Condition in Salesforce?How to create a case using Screen Flow and link to Account in Salesforce? How to use Subflow to Create Contact and Opportunity using Choice Set in Salesforce? How to Send Email using Email Action through Flow Builder if Lead is Created? How to create a Opportunity record with Lookup field from Screen Flow in Salesforce? How to Create a Case and link to related Account than Task will be create automatically through Action?How to Send Custom Notification upon Contact Creation on Account? How to Send Email through Email Alert & Email Template? If Opportunity is created on Account, then Event will be created automatically through "Create Record Element".Create a Case and link to related Account than Task will be create automatically through "Create Record Element". If an Opportunity is created on Account, then Event will be created automatically through Action.Record Trigger Flow:-How to Create Contact automatically whenever Account is created?How to check Condition to Create Contact automatically whenever Account is created?If Account Type is "Technology Partner" then set Rating as "Hot" of Account Record.If Account is Created, then Create a Contact Automatically and linked to the related Account.How to use $Record and $Record__Prior value in Record-Trigger Flow?How to update Parent to Child record without Loop using Record-Trigger Flow?How to update Parent to Child record Using Loop Element in Record Trigger Flow?How to send an Email after created record through Record Trigger Flow?Whenever Lead Source changed as "Web" then Send Custom Notification to a Public Group.Whenever Lead Status changed as "Closed Converted" then Delete the Lead Record.Populate Total No of related record from Record Trigger Flow using Record Type.How to assign Permission Set to a User automatically upon User is updated?How to check duplicate record check through flow and validation rule?If Lead is Created then Create a "Post to Chatter record" through Action in Record Trigger Flow.If Lead is Created then Create a "Post to Chatter" in Record Trigger Flow Using Create Record Element.Schedule Trigger Flow & Auto launched Flow:-How to Schedule Trigger Flow to update the Opportunity Record?How to Schedule-Trigger Flow to update Lead where Lead Source is Web?How to Schedule-Trigger Flow to Send an Email to Lead Owner when Rating is Hot?How to call Autolaunched flow into a sub flow as a record trigger flow.
