This dynamic PowerPoint presentation will guide you through the fundamentals of Salesforce Flows and empower you to harness their full potential. From understanding the basics to mastering advanced techniques, this presentation is designed to equip you with the knowledge and skills needed to streamline processes, automate tasks, and drive efficiency within your organization. Through engaging visuals, real-world examples, and step-by-step demonstrations, we'll explore various aspects of Salesforce Flows, including record-triggered flows, screen flows, and more. Whether you're a beginner looking to kickstart your journey with Salesforce Flows or an experienced user seeking to deepen your expertise, this presentation has something for everyone. Join to the Group: https://trailblazercommunitygroups.com/salesforce-admin-group-karachi-pakistan/

1. M Tiham Siddiqui
8x Salesforce Certified Application Architect |
Sr. Salesforce Developer | Community Group Leader
tiham-siddiqui @Iam_Tiham

2. Workshop Series:
Elevating Your Flow Skills
Session 3

3. Expectations
From you
1. Be Attentive
2. Practice
3. Basic Understanding of Standard Objects vs Custom Objects
4. Basic Understanding of Standard Fields vs Custom Fields
5. Basic Understanding of Data Model / Relationship

4. Expectations
From this Workshop Series
1. Understanding of What are Salesforce Flows
2. Understanding of What are the types Salesforce Flows
3. Differentiate between the types of the Salesforce Flows
4. By the end of this Workshop Series, You will be able to build at least basic
automations.

5. Workshop Content
What we will learn in this workshop
1. What are Salesforce Flows?
2. Types of Flows in Salesforce
a. Record-Triggered Flow
b. Platform Event Flow
c. Autolaunched Flow
d. Scheduled-Triggered Flow
e. Screenflow
3. Salesforce Flow Elements
4. Salesforce Flow Limits and Considerations
5. Salesforce Flows vs. Apex
6. Flows Best Practices

6. Today’s Content
What we will learn today in this workshop
1. What is a Screen Flow?
2. Screen Flow Elements
3. Page Distribution
4. Hands-On Experience
5. Challenges / Resources

7. A screen flow is a flow type that requires user interaction as it includes screens, local actions,
steps, choices, or dynamic choices.
You can use a screen flow to collect data or display data to users.
What is a Screen Flow?
Screen Flows

8. What is a Screen Flow?
Screen Flow Example

9. What is a Screen Flow?
Screen Flow Example

10. Interaction Elements: Interaction elements include Screen, Action, or Subflow.
Logic Elements: Logic elements include Decisions, Assignments, and Loops.
Data Elements: Data elements include Create, Update, Get, or Delete records.
Salesforce Flow Elements
Flow Elements
Credits: apexhours.com

11. Out of the box, you can choose from an
assortment of input fields (Date/Time, Text, Long
Text Area, Lookup, just to name a few) and a
variety of components (such as File Upload,
Slider, Toggle, Slack Workplace Selector,
Display Image, Slider, or Display Text).
As shown in the image below, in terms of choice
user interface styles, you can select from a (1)
Checkbox group, (2) Picklist, (3) Multi-Select
Picklist, or (4) Radio Buttons.
Screen Element’s Components
Screen Components

12. After building and testing a flow, the next step is to make the flow accessible to users.
1. Lightning pages
2. Quick Actions
3. Custom buttons and Links
4. Utility bar
5. Community pages
6. Custom Lightning components
7. Visualforce pages
8. Web tabs
Page Distribution
Screen Flows Page Distribution

13. Visit trailhead.salesforce.com
Sign up or Log In.
Hands-On Experience
Sign Up for Trailhead! Create a Playground Org
You can do this by clicking on
your profile at the top right corner
of the screen and selecting the
'Hands-on Orgs' option from the
dropdown menu.
After navigating to your
playgrounds, click on the 'Create
a Trailhead Playground' button.
Follow This Badge
Start with this badge to
understand, how to create and
manage your playground orgs.
Trailhead Playground
Management

15. Resources to Help You
Reach Out to Me! Fill out Feedback Survey
Start With These Badges
Build a Simple
Flow
Screen Flows
Screen Flow
Distribution
Screen Flow
Specialist
Superbadge
I’m here to help YOU.
Subscribe to Admin Group
for Future Events:
tinyurl.com/3ndnesa7

16. Thank you