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Get Started With Flow Builder Learning Map
Whether you’re new to automation or a seasoned expert, when you’re building an automation project, you have a business problem to solve. And after you solve it, measure success and maintain the solution. If you’re looking to create automations in your Salesforce org, this learning map focused on Salesforce Flow products helps you get started with information, resources, and product and feature content.
Each section focuses on a category of work, with related tasks listed for reference. Within each section, there are links to articles and trailhead modules to help you build out your automation solution. The goal is to aggregate information in one place so that you can get back to it quickly when you need guidance.
Just want to try building something small first? Skip ahead to a Basic example in the Flow Builder Examples Library.
Concepts and Planning
- Identify key business problems with an opportunity for automation.
- Assess business requirements for automation.
- Evaluate automation feasibility and value.
- Define functional requirements related to business goals.
- Define a high-level execution plan.
About Flows and Flow Builder - Using Flow Builder to automate routine tasks. Get Started Automating a Business Task with a Flow - Plan your automation carefully to ensure a successful solution. Trailhead: Flow Builder Concepts - Learn key concepts of Flow Builder: data elements, variables, loops, and debug. Trailhead: Flow Optimization Superbadge Unit - Streamline existing flows to support scalability and enhance the user experience. Flow Limits and Considerations - When designing, managing, and running flows, consider the permissions, use limits, and data issues. |
Design
- Design the automation solution.
- Secure the automation.
- Create high-level documentation for the automation.
- Share the details with your stakeholders.
- Ensure that infrastructure and platform resources are set up and allocated.
Designing Flows - Design a task automation solution using Flow Builder. Flow Best Practices - Plan your approach to minimize errors and rework. Security Considerations for Flows - When designing flows, keep these security considerations in mind. Limit User Access to Run Flows - Limit which users can run flows based on their user record, profile, or permission set. Flow Bulkification - Bulkification groups similar operations across interviews so the transaction completes efficiently without hitting governor limits. Salesforce Admins Blog: The Ultimate Guide to Flow Best Practices and Standards - Best practices, ‘gotchas,’ and design tips to make sure your flows scale with your organization. Salesforce Admins YouTube Channel: Automate This! Series — A series of videos focused on automation solutions. |
Build
- Build the steps for the automation workflow.
- Establish connectivity to data and systems.
- Validate automation functionality.
- Set up monitoring for automation.
Build a Flow - After you model the process that you want to automate, design and build the flow in Flow Builder. Flow Reference - Bookmark this page for quick access to information about flow elements, resources, events, and more. Trailhead: Build Flows with Flow Builder - Build and distribute flows to automate your business processes. Trailhead: Build a Simple Flow - Use Flow Builder to capture and update contact information with a flow. Trailhead: Learn to Use Loops in Flow Builder - Loop a collection through a series of elements in Flow Builder. Trailhead: Build a Discount Approval Process - Create a flow that makes it easy for sales reps to get the approvals they need for discount offers. Trailhead: Build a Discount Calculator - Create a flow that calculates and updates an opportunity’s discount. Trailhead: Build an Email Flow for Program Management Module - Create a flow to email many clients or program participants at once. Trailhead: Quick Start: Agent Actions - Bring Flow automations into conversational AI with Agentforce actions. Trailhead: Use External Services with a Flow - Build a flow that uses external services. Trailhead: Quick Start: Create HTTP Callouts with Flow Builder - Build a flow that uses the HTTP Callout action to access external data. Trailhead: MuleSoft Composer Flow- Learn how to use MuleSoft Composer to automate data sync between systems. Trailblazer Community: Salesforce Flow Automation — Open discussion group for Salesforce Flow users. |
Test
- Conduct end-to-end testing.
- Debug issues.
Testing Your Flow - Testing your flow before activation is essential to make sure it works as expected and handles all possible scenarios. Troubleshoot Flow Errors - Learn how to troubleshoot and resolve flow errors and unexpected behavior in your flows that occur after activation. Debug a Flow in Flow Builder - Learn the advantages of the Flow Builder debug feature and get tips for using it effectively. Video: Troubleshooting Flow Errors Using the Debug Button Trailhead: Distribute and Implement Flows - Test, debug, and distribute flows to automate your business processes. Trailhead: Flow Debugging Superbadge Unit - Demonstrate your ability to troubleshoot flow issues users have reported. Trailhead: Flow Error Handling Superbadge Unit - Show your capabilities building error management into flow automations. |
Deploy
- Obtain pre-deployment approvals.
- Activate and deploy your automation.
- Make an automation available for use and reuse.
Flow Distribution Concepts - Understand which users can run your flow, what data your flow can access, and how your flow looks in Classic and Lightning Experience. Distribute a Flow - Flows can be run in several ways, depending on who the flow is designed for. Activate or Deactivate a Flow Version - You can activate or deactivate a flow from the Automation app Flows tab or the Flow Builder canvas. Trailhead: Screen Flow Distribution Superbadge Unit - Optimize and distribute screen flows across user interfaces according to requirements. Trailhead: Flow Data Collections Optimization Superbadge Unit - Demonstrate your ability to troubleshoot and optimize data collections. |
Manage and Maintain
- Monitor the automation.
- View analytics data.
- Identify and troubleshoot issues.
- Manage users and permissions.
- Develop a change management strategy.
- Implement continuous improvements.
Manage and Monitor Flows - Monitor your org’s usage of flows and processes. Manage Approval Submissions and Approval Work Items - Manage approval submissions and approval work items with list views. Trailhead: Flow Administration Superbadge Unit - Deliver improved performance with flow adjustments and enhancements. |
