Salesforce 101 – Automation, Flows and Coding

Salesforce 101 – Automation, Flows and Coding

This is basic training (or Salesforce automation) to get started with Salesforce. This meeting is a discussion about Salesforce automation using approval process, process builder and flows then a bit of Salesforce coding with Apex.

The first meeting was the setup by signing up for different accounts. It’s recommended to sign up for Trailhead and a Developer account. The link to the first meeting is here. It’s a conversation rather than a formal presentation. Attendance is either virtual or in Perth, Western Australia.

  • Meeting 2 : Salesforce 101 how to get started with collecting and using data
  • Meeting 3:  Salesforce Standard Objects and Clouds
  • Meeting 4: (this one) Salesforce 101 – Automation, Flows and Coding

 

This meeting covers:

  • Recap of last weeks
  • Approval Processes
  • Record-triggered Flows and Screen Flows
  • Changing Page Components
  • Developer console and test classes

 

The Recording:

Supporting links:

Which Automation Tool Do I Use? – https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5

 

The OLD Automation Tools Comparison (NO LONGER USED)

Process Builder Flow Designer Workflow Approvals
Complexity Multiple if/then statements Complex A single if/then statement A single if/then statement
Visual designer check icon indicating true check icon indicating true
Browser support All (Chrome recommended) All (Safari not recommended) All All
Starts when
  • Record is changed
  • Invoked by another process
  • Platform event occurs
  • User clicks button or link
  • User accesses Lightning page, Community page, Visualforce page, or custom tab
  • User accesses item in a utility bar
  • Process starts
  • Apex is called
Record is changed
  • User clicks button or link
  • Process or flow starts that includes a Submit for Approval action
  • Apex is called
Supports time-based actions check icon indicating true check icon indicating true check icon indicating true
Supports user interaction check icon indicating true
Supported Actions
Call Apex code check icon indicating true check icon indicating true
Create records check icon indicating true check icon indicating true Tasks only Tasks only
Invoke processes check icon indicating true
Delete records check icon indicating true
Launch a flow check icon indicating true check icon indicating true check icon indicating true(Pilot)1
Post to Chatter check icon indicating true check icon indicating true
Send email check icon indicating true(Email alerts only) check icon indicating true check icon indicating true(Email alerts only) check icon indicating true(Email alerts only)
Send outbound messages without code check icon indicating true check icon indicating true
Submit for approval check icon indicating true check icon indicating true
Update fields Any related record Any record The record or its parent The record or its parent