Learn Salesforce Flow With These 10 Trailhead Badges

Salesforce Flow Builder is the go-to automation tool on the Salesforce platform, allowing you to build complex business processes using clicks, not code. However, the question remains – how do you learn Salesforce Flow?

In this article, I go over my top 10 Trailhead badges to learn the key concepts and fundamentals of Salesforce Flow Builder. So, let’s get started!

1. Flow Builder Basics

The name itself suggests that this badge is ideal for getting started with Salesforce Flow Builder, as it covers all of the basics.

In this module, you will cover:

• Get started with automation
• Go with the Flow
• Meet Flow Builder
• Learn about Flow variables

2. Data and Actions in Flows

A vitally important part of Flow Builder – this badge builds on the basics to cover variables and data elements. Variables and data elements are important parts of Flow Builder as they allow you to get and manipulate data within your flow.

In this module, you will cover:

• Work with Salesforce records in Flow
• Combine variables and data elements
• Communicate using the action element
• Make the most of global variables and actions

3. Flow Builder Logic

This badge helps you to use logic and formulas to control the paths and variables in a flow. You’ll cover utilizing multiple paths in Flow, setting and changing variable values, calculating values in variables and formulas, and how to run a flow within a flow.

To earn this badge, it is expected that you possess knowledge in creating flows involving variables, inputs, and data elements (like Get Records).

In this module, you will cover:

• Define multiple paths in a flow
• Set and change variable values
• Calculate values in variables and formulas
• Run a flow within a flow
• Route and reorder Flow elements

4. Record-Triggered Flows

This badge covers the basics of record-triggered flows. Here you’ll cover getting started with record-triggered flows, building your first record-triggered flow, adding a scheduled task, and exploring the Flow trigger explorer.

This module is intended for intermediate-level Salesforce Admins who have a good understanding of fundamental Salesforce customization features and have gained some proficiency in working with basic flows.

In this module, you will cover:

• Get started with triggered flows
• Build a record-triggered flow
• Add a scheduled task to your flow
• Meet Flow Trigger Explorer

5. Autolaunched and Scheduled Flows

In this badge, you’ll learn how to build screenless flows launched by a button, a schedule, or other automation. You’ll cover the basic concepts of autolaunched flows, building your first autolaunched llow, running an autolaunched llow using a custom button, and scheduling a llow.

To acquire this badge, it is presumed that you are familiar with building flows that incorporate variables, inputs, resources, and elements.

In this module, you will cover:

• Get started with autolaunched flows
• Build an autolaunched flow
• Run an autolaunched flow from a Custom Button
• Schedule a flow

6. Screen Flows

In this badge, you’ll learn how to create automation that guides users and interacts with them. You’ll cover how to build a screen flow, give your users a choice within your flow, add more options to your screens, and improve the look and feel of your screen flows.

To earn this badge, you are expected to create a flow utilizing variables, inputs, and data elements – including features like Get Records.

In this module, you will cover:

• Get started with screen flows
• Build a screen flow
• Give users a choice
• Add more options to your screens
• Improve the look and feel of your flow

7. Step-by-Step Flow Testing

In this badge, you’ll learn how to test your flows with a step-by-step guide – taking you through how to identify test cases for a flow, explaining what a flow interview is, and testing a flow from Flow Builder. Testing allows you to refine the behavior of the flow, detect and resolve any issues or errors, and ensure that your users have a positive and smooth experience.

Simply put – in this module, you will make sure your flow works!

8. Flow Troubleshooting

In this badge, you’ll learn how to diagnose and fix common Flow issues. The Flow Troubleshooting badge requires a specific type of developer edition org, which you can do here. You’ll cover fixing access issues in a flow and fixing specific issues caused by a null value in your flow.

In this module, you will cover:

• Review Flow terminology and sign up for a special org
• Fix access issues in a flow
• Fix issues caused by a null value in a flow

9. Use External Services With a Flow

In this badge, you’ll learn how to build a flow that uses external services. This project-based badge will cover registering an external service, accessing external business actions, and creating a flow using external services actions.

In this module, you will cover:

• Register an external service
• Access external business actions
• Create a flow using external services actions

10. Ultimate Salesforce Flow Foundation Course

Not a Trailhead badge, but this course – by Tim Combridge – covers everything you need to know to start building flows with Flow Builder. It includes written guides and videos to support your learning style, designing and mapping out your flows, best practices and limitations, and testing and debugging your flows.

Summary

From getting started with Flow Builder to testing and debugging your flows, these badges should help you to learn the basics of Flow Builder and understand what type of flow to use and when. With so many resources out there for learning Flow, this list will only grow as the tool gets even better!