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Automate a Course Management Process Project
Use this project if your business delivers something that requires people to sign up for it, like courses, programs, seminars, trainings, or services. This flow project walks you through automating a course management system. It demonstrates how to create objects to hold custom data and build record-triggered and screen flows.
Required Editions
| View supported editions. |
Before you get started on your project, we recommend building in a sandbox, so you don't have to worry about messing up your data. A sandbox is simply a copy of your org. Once everything is working, you can move your flow project to your production org, or build it again in your production org. To learn more, see Create a Sandbox.
We also recommend completing these in Trailhead.
This project has these main business benefits.
| Benefit | How |
|---|---|
| Save Time & Reduce Manual Work | Eliminates time-consuming data entry, email sending, and manual enrollment management tasks. |
| Better Data Quality & Accuracy | Automatically validates enrollments, prevents duplicate registrations, and ensures data accuracy with built-in checks. |
| Consistent & Scalable Operations | Ensures all enrollments follow the same business rules every time and easily scales as your business grows. |
Adapting This Project for Your Business
If your business is different from course management, consider these adaptations:
- Event Management: For businesses hosting conferences, meet ups, or one-time events with
multiple sessions or dates.
- Custom objects: Event > Event Instance > Registration
- Service Delivery: For businesses providing professional services, consultations, or
appointments that clients schedule.
- Custom objects: Service > Service Appointment > Booking
- Certification Pathways: For organizations managing professional credentials with scheduled
exam sessions or assessment periods.
- Custom objects: Certification > Certification Offering > Candidate Registration
Follow these steps in the order shown to build your automated system, and optionally modify them for your specific business need
- Create Your Data Model
Build the foundation of your course management system by creating custom objects to store course information, course deliveries, and course attendees. A well-designed data model ensures your automations have the right data structure to work with. - Create a Before-Save Flow for Better Data Quality
Create a before-save record-triggered flow that validates data quality and enforces business rules before course attendee records are created. No matter how a course attendee is created, this flow prevents duplicate enrollments, validates course capacity, and ensures data integrity by blocking invalid records and setting appropriate statuses based on business logic. - Create After-Save Record-Triggered Flows
Build flows that run after course attendee records are saved. These flows handle notifications, update related records, and manage business processes that depend on successful record creation or updates. - Create a Screen Flow to Register Course Attendees
Streamline a registration process with a screen flow. Reps can use the screen flow to make sure they get all relevant information about a course attendee and the course delivery to sign the attendee up for. - Test and Activate All Course Management Flows
Test each flow in your course management system to ensure that it work correctly. Then activate it. - Create a Button to Launch the Screen Flow
Create an action button on the account object. Reps click the button on an account record page to start the screen flow and register an attendee from that account for a course.
