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Jump Start Your Org with Flow Projects
Create custom data models and build flows that work together to streamline complex business processes and optionally adapt the project for your business need.
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Automation projects provide step-by-step learning experiences that demonstrate how to build complete automation solutions, and how all of the pieces fit together. These projects guide you through creating custom objects, building flows that work together, and distributing screen flows to users. You can follow the instructions exactly as written or adapt them to match your specific business needs.
Recommended Pre-Work
Before you get started on your project, we recommend completing these in Trailhead.
What You'll Learn from These Projects
Each project teaches you how to build a complete automation system by combining multiple automation techniques:
- Creating custom objects to store business-specific data.
- Using labels, API names, and descriptions to document what elements and resource do within a flow.
- Building record-triggered flows to automate background processes.
- Designing screen flows to guide users through complex tasks.
- Create a suite of flows that provide a comprehensive solution.
- Testing and activating your automations.
- Distributing screen flows so users can access them.
Benefits of Using Projects
Starting with an project helps you:
- Save time by learning from working examples instead of starting from scratch.
- Understand best practices for structuring data models and flows.
- See how different automation types work together in real scenarios.
- Gain confidence by building something functional before tackling your own requirements.
- Reduce errors by following tested patterns and configurations.
How to Use These Projects
Use these projects to best meet your learning style and business requirements:
- Follow exactly: Build the project as written to learn the concepts, and then create your own automation from scratch.
- Adapt as you go: Modify the field names, objects, and processes to match your business while following the same structure detailed in the solution documentation.
- Use as reference: Review the projects to understand patterns and techniques, then apply them to your specific use case.
Regardless of your approach, these projects provide practical experience with the key concepts and techniques needed to build effective automation suites.
- 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.
