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You're reading from  Salesforce for Beginners - Second Edition

Product typeBook
Published inOct 2022
PublisherPackt
ISBN-139781803239101
Edition2nd Edition
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Authors (2):
Sharif Shaalan
Sharif Shaalan
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Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

Timothy Royer
Timothy Royer
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Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer

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Summary

In this chapter we have uncovered one of the most exciting concepts in Salesforce, Salesforce flows. Beginning with an introduction to flows, we have progressed into learning the different flow types in Salesforce, and then the elements used in the Flow Builder. After introducing the Debug tool, we have dived deep into two examples: screen flows and record-triggered flows. For each use case, we have learned how to build, test, and distribute the flow. Finally, we have covered the best practices when building flows, as well as pointing to the vast amount of advanced concepts beyond this book.

In the next chapter, we will continue learning how to automate in Salesforce by turning our attention to approval processes.

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Salesforce for Beginners - Second Edition
Published in: Oct 2022Publisher: PacktISBN-13: 9781803239101

Authors (2)

author image
Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

author image
Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer