Salesforce Flow Training - Beginner Level

Flow Salesforce training - Level 1

Training objectives

This beginner-level Salesforce Flow training course is designed to introduce you to automation in Salesforce by mastering the Flow tool, which has become essential for optimizing business processes.

In just 2 days, you’ll learn how to design, configure and test efficient, best-practice flows. You’ll discover how to automate user flows tailored to your organization’s specific needs, reduce manual errors and boost productivity.

The course incorporates the latest Salesforce developments (recent releases) and will show you how to replace obsolete Process Builders and Workflows on your own.

Je me forme à Salesforce Flow

The training program

Mastering Flow – The basics

Discover the main types of flows
Discover the main elements of a flow
Understanding the concept of “resources
Explore and understand the logic of a simple flow

Create a simple flow containing resources + elements
Best practices: bypass, naming rules, branches, healthy loops
Browse flow parameters: versioning, run, debug, advanced
Analyze flow triggers: where is it used, flow trigger explorer

Next sessions

Join the next session and get flowing in Salesforce!

June 01 & 15

Location :

Paris

Modality :

Presential

Duration :

2 days full-time
9h00 - 17h30

Je m'inscris

Teaching methods and materials

The 2-day training course is run remotely or face-to-face by an expert Salesforce automation trainer.

This is an active, participative training program, designed to enable learners to play an active role in their training. It combines theory with practical exercises and real-life situations.

Contact

Our training is provided by flow experts.

Sebastien Maranan

Salesforce Consultant

With over 12 years' experience on Salesforce, Sébastien is undeniably the expert you need to master flow. Pedagogical and endlessly patient, he'll do everything in his power to make flow a breeze. Don't be afraid of Salesforce flows!

Abderrahmen Bahri

Salesforce Consultant

With 6 years' experience on Salesforce, Abderrahmen is the benchmark for automation. Passionate about analysis and logic, he transforms your complex challenges into concrete solutions, while pushing the limits of flows.
Pedagogical and inventive, he uses clear and meaningful metaphors to make even the seemingly impossible understandable.
With him, every flow becomes a simple, effective and intuitive experience. Let's flowww!

Unlock the power of automation with Salesforce Flow!

Flows transform Salesforce into a true operational engine.

Whether you’re an administrator or a consultant, you’ll learn how to design robust, readable and scalable automations, for a direct impact on productivity and service quality.

Focus on Flow in Salesforce

What is Salesforce Flow?

Salesforce Flow is a powerful visual automation tool that lets you model business processes directly in the Salesforce environment, without the need for coding. A Flow is a logical sequence of automated actions, triggered by an event or user interaction.

What’s Flow for?

Flow is used to automate repetitive tasks, such as updating fields, sending e-mails, creating records, or triggering notifications based on defined criteria. This saves time, improves data reliability and enhances the user experience in Salesforce.

How does Flow work?

Flow is based on a drag-and-drop interface, combining logical elements (conditions, loops, assignments) with concrete actions (create, update, search, delete). There are several types of Flow (Record-Triggered, Scheduled, Screen Flow…) to suit different business needs.

How to finance your training?

Depending on your status – employee, self-employed or jobseeker – there are a number of different financing solutions available. These solutions can cover all or part of your training costs.

Our training organization is Qualiopi certified, giving you access to a wide range of funding schemes.

Financing