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 | ![]() |
![]() |
||
Browser support | All (Chrome recommended) | All (Safari not recommended) | All | All |
Starts when |
|
|
Record is changed |
|
Supports time-based actions | ![]() |
![]() |
![]() |
|
Supports user interaction | ![]() |
|||
Supported Actions | ||||
Call Apex code | ![]() |
![]() |
||
Create records | ![]() |
![]() |
Tasks only | Tasks only |
Invoke processes | ![]() |
|||
Delete records | ![]() |
|||
Launch a flow | ![]() |
![]() |
![]() |
|
Post to Chatter | ![]() |
![]() |
||
Send email | ![]() |
![]() |
![]() |
![]() |
Send outbound messages without code | ![]() |
![]() |
||
Submit for approval | ![]() |
![]() |
||
Update fields | Any related record | Any record | The record or its parent | The record or its parent |