Ultimate Salesforce Flow Foundation Course
Complete guide to learning Salesforce Flow for beginner and intermediate users.
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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.”
Thanks so much John – I have corrected!
Good high level course, love the project example at the end and Tim you look too young to be rocking out to the music of the 80’s..
Thanks Tim for the course, it gave me a good headstart in flows. I understood the difference between get, create & insert records, which was confusing me earlier.
I’m curious how long it took for you to complete the course – approximately?
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.
I am having the same issue. I think the recordid variable is not being passed from the Action. The solution video did not cover how to set up the Action. Please help.
I found the issue. The variable has to be recordId. I put recordid so that’s why it did not work.
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
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.
Hi Alice, I am hitting this issue too. Has there been a response from Tim or have you resolved this yourself? Thanks Sharon
The variable has to be recordId. Let us know if you still need help!
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
Hi Tim – is there an average time that it has taken folks to complete the course?
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.
Is there any expiration date to when a course can no longer be taken? Can we go through them multiple times? Start and stop, start up again at a later date?
Course access to the Ultimate Flow Foundation Course is 2 years!
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!
Hi! The setup for custom fields is covered earlier in the course in topic “Custom Fields for Course Activities”.
Great course.
Thank you!
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
Result
Failed to find records.
Transaction Committed
Any records that the flow was ready to create, update, or delete were committed to the database.
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?
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!
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!
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.
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.
Great course for those who are seeking a insight and build a foundation to using flows. It is not in depth course with various examples, overall this course can add to your knowledge base.
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
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?
Thanks
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).