Job Role



In-Person: 3 Day(s)
Virtual: 3 Day(s)

User Interface

Lightning Experience


Who should take this course?

This class is designed for experienced Salesforce Administrators with little or no Flow experience who need to streamline business processes with no-code automated solutions. This class is not recommended for developers. However, if you are a developer interested in learning Flow, we highly recommend Declarative Development for Platform App Builders in Lightning Experience (DEX403).

When you complete this course, you will be able to:

  • Create automated no-code solutions with Salesforce Flow.
  • Analyze use cases and effectively translate requirements into design plans that detail accurate Flow building processes.
  • Understand and leverage various Flow types, elements, and resources.
  • Build Screen Flows and manage screen layouts and field visibility.
  • Implement Flows on Home and Record pages.
  • Automate business processes by creating Record-Triggered Flows (based on record create, update, or delete) to perform specific actions.
  • Identify best practices for creating and managing Flows.


Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Foundations of Flow

  • Create Variables
  • Understand Algorithms
  • Explore Control Structures
  • Examine Flow Best Practices


Screen Flows

  • Use Elements and Resources
  • Control Field Visibility
  • Manage Data and Navigation
  • Surface a Flow
  • Complete the Flow


Record-Triggered Flows

  • Define Flow Triggers
  • Use Flow Triggers to Replace Formula Fields
  • Share Records with Flow