Ultimate Salesforce Flow Foundation Course

Complete guide to learning Salesforce Flow for beginner and intermediate users.

About Instructor

Tim Combridge

Tim Combridge is an enthusiastic Functional Consultant with a passion for all things Salesforce and loves to share his passion with others.

1 Course

Not Enrolled
This course is currently closed39

Course Includes

  • 12 Lessons
  • 41 Topics
  • Course Certificate


  1. Quick notification about a typo. In the section Working With Data Elements, in the Create Element sub-section, one of the paragraph headers reads “When to Use a Get Element,” when it should read “When to Use a Create Element.”

  2. Hi Tim – Admittedly, I am new to Flow but not the platform. In the Screen Flow exercise to create an Opportunity from the Case record, I cannot get the Opportunity Name and Account Name to populate upon Debug unless a recordid is used. Initiating the Flow from the Case, they are also blank. All values on the Screen element are spot on. What I cannot examine in your solution is the Insert_Opportunity Create element. Perhaps this is where the issue lies. Any assistance that could be provided is appreciated. Thank you.

    1. Hello, I have some issues with the first exercise as well. My action somehow instead of appearing on the case page …is next to Poll in the Feed tab on a case and when I press finish it creates Cases, not opportunities. Thank you

      1. so it seems that when feed tracking is enabled for cases or work orders, the page-level action menu on those records contains only custom buttons and supported standard buttons. Quick actions appear on the Chatter tab.

        1. Thanks Christine, fixing the case sensitive value has worked.
          The opportunities are creating just not linking to the case.
          There’s a whole step missing in the video – Create Record element

    1. Hi Raquel,

      This is a very difficult questions to answer as our courses are designed to be self-paced. Time to complete will depend on factors such as the level of experience you have either with Salesforce Flow, OR as a developer, OR as an Apex Developer, OR with Process Builder… In theory, you could complete the course in a few days or in a few months if you only have an hour a week for study.

  3. Hello! LESSON 7, TOPIC 2 the video references a Case of Origin field on the Opportunity object but I see no mention of it prior to – what should the specs be for that field? Thanks!

  4. I am having an issue with the screen flow project.

    Here is my debug report. Tim or Christine, can one of you please advise?

    How the Interview Started
    (005Hr00000E5IZd) started the flow interview.
    API Version for Running the Flow: 58
    Some of this flow’s variables were set when the interview started.
    CaseVar = Case (500Hr00001W5gbFIAR)

    GET RECORDS: Get_Case_Details
    Find all Case records where:
    Id Equals {!recordId} (null)
    Store those records in {!CaseVar}.
    Save these field values in the variable: Id, Subject, AccountId

    Failed to find records.

    Transaction Committed
    Any records that the flow was ready to create, update, or delete were committed to the database.

    1. Hi Kelly,
      Were you able to find a resolution to your issue? I am having problems too. I’m not sure where I am going wrong. When I build the flow as set out in the video, the result is the flow creates another case record, and not an opportunity. I’m not sure what I’m missing. Can anyone help please?

      1. Hi Ruth!
        Regarding your concern, if the flow creates another Case and not an Opportunity, have a look at your Create Records element. I would suspect that the object is set to ‘Case’ as opposed to ‘Opportunity’.
        Let me know if this helps!

    2. Hi Kelly,

      Apologies for the delay in responding to you!

      What this looks like is that the recordId variable may not be accepting input. When you create the variable, you’ll need to ensure you mark it as ‘Available for Input’.
      The ‘Get Case Details’ element looks to be configured correctly, however the (null) suggests that there is no current value in your recordId variable.
      Let me know if this helps!

  5. For the final element of the first project, select “Use separate resources, and literal values” for “How to Set the Record Fields”. Then match up each Opportunity field to the screen component’s value. Also, you must include CloseDate, which is a required field. That’s why you’ll see the date6months formula field in his Toolbox (left menu in Flow Builder). That wat, you can match CloseDate to date6months. I wish the solution video was updated to include how to setup the final element.

    1. Hi David,

      Thank you for your suggestion! You are correct with the solution, looking back I think the ‘Insert’ element was breezed over a bit quickly. I will keep this in mind when making updates to the course too.

  6. Hi Tim, I’ve learnt a lot from the course and hope you will do more, a) with intermediate level flows, plus b) more projects with answers. I would just mention that sometimes the display of your head covers the screen instructions, but more importantly in the solutions please could you slow down and explain each step, including actions to embed flow etc, at the same speed as your lessons. Thanks

  7. Hi Tim,
    Great beginner course.
    How will I know when was the last time this course was updated? Also, is there a way to identify the new content without me going through all the topics to find them?


  8. Hi,
    I’m struggling to Activate the Record Triggered flow.
    I’ve accidently created the formula with a Date/Time variable instead of just Date.

    I then made a new one which worked. But in order to activate it tells me I have a faulty formula and gives me error on the first formula I created. How do I delete the that first formula?

    Can’t activate flow
    To activate, fix 1 error.
    date6mths (Formula) – The formula expression is invalid: Formula result is data type (Date), incompatible with expected data type (Date/Time).