Salesforce Visual Workflow Complete course

所在平台: Udemy

课程主页: https://www.udemy.com/course/salesforce-visual-workflow-guide/

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课程简介

课程名称:Salesforce Visual Workflow 完整课程 概述:本课程面向希望通过点击而非编码来自动化业务需求的Salesforce开发者、管理员、客户和合作伙伴。无论你是Salesforce的新手还是专家,都可以掌握Flow的使用。请注意,课程不要求任何编程或编码技能。如果你想学习什么是Visual Workflow以及如何使用Flow自动化业务流程,那么你来对地方了。这个课程不仅仅是一个简单的逐步指导,它进一步深入,带领你构建实时的业务流程。 课程模块概览: 1. **入门Visual Workflow**:了解Salesforce Visual Workflow的基础知识,创建免费的开发者账户,用于自动化业务流程,并讨论使用Salesforce Visual Workflow的好处。此外,还将概述Flow画布及其元素。 2. **创建第一个流程**:选择一个业务流程,展示如何使用Flow替代Apex代码来解决问题。学习Screen元素、向屏幕添加文本及其他组件的使用。 3. **Cloud Flow Designer工具概述**:讨论Flow中的常量和文本模板,并学习如何使用记录元素进行数据操作。设计流程时,将使用Screen、Assignment、Record Create、Fast Create、Record Lookup、Fast Lookup和Decision元素。 4. **使用Flow创建向导**:构建一个与用户交互的向导,通过这个示例学习如何使用Cloud Flow Designer构建复杂的流程。 5. **Salesforce数据与循环**:介绍集合和循环的概念,学习Salesforce的查找和更新,并创建处理多个Salesforce记录的流程。 6. **使用Visual Workflow构建应用**:学习子流程的概念,了解如何从主流程中调用子流程,讨论如何从Salesforce对象页面传递参数到主流程中并调用流程。 7. **使用流程创建调查问卷**:通过Flow创建调查问卷,并学习如何从Visualforce页面调用调查。 通过本课程的学习,您将成为Flow的高手,能够通过简单的点击构建从简单到复杂的业务流程。期待在课程中见到您!

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课程详情

This course is for Salesforce developers, administrators, customers and partners who want to use Flow to automate their business requirements by click not code. Whether you are new to Salesforce or you are a expert, you will be able to master Flows. Note: This course doesn't require any programming or coding skills. If you are looking to learn what Visual Workflow is and how to automate business processes using Flows, then you have come to the right place. You may be expecting this as "how to course" but its not true. The course goes beyond just a simple step-by-step how -to course.You will build real -time business processes using flow. The course is divided into multiple modules.Below is a quick overview of the course: In the first module "Getting Started with Visual Workflow" ,we will learn about basic knowledge of Salesforce Visual Workflow. We will also create our free developer account which we will automate business processes using Visual Workflow. We will also discuss the benefits of using Salesforce Visual Workflow. You will also get an overview of Flow canvas and its elements. In the 2nd module, "Creating your first flow" , we will pick a business process and we will see how to use a flow instead of Apex code to solve them. We will learn about Screen element, adding text to the screen and other components. In the 3rd module, "Overview of Cloud Flow Designer Tool", talks about constant and Text template in Flow and then takes you toward the manipulation of data using Record elements. We will designs flows using Screen, Assignment ,Record Create, Fast Create, Record lookup, Fast Lookup and Decision elements. in the 4th module, "Creating a Wizard using Flow", we will build a wizard to interact with users. Through this example, we will learn about how to build a complex flow using Cloud Flow Designer. In the 5th module, "Salesforce Data and Loops", talks about the concept of Collections and Loops.We will learn about Salesforce lookup, Salesforce updates and we will also create a flow that handles multiple records from Salesforce. In the 6th module, "Building an App with Visual Workflow", we will learn about subflows. We will see how to invoke the subflows from Main flow. This section talks about passing parameters from the salesforce object page to the Main flow and invoke flow from Salesforce object. In the 7th module, "Creating survey with flow", we will create a survey using a Flow and also we will learn to invoke survey from a visualforce page. By the end of this course, you will become a master of Flows and you will able to build simple to complex business processes with clicks not code. See you in course:)

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