Learning how to build a Flow is like interacting with a volunteer who…needs some extra help. Through these videos, I explain some of the trickier flow concepts for admins: “get records” and “record variables.” I was lucky enough to give his presentation at Dreamforce 2019.
Good news: in this version I have unlimited time so I’ve shown all the steps in detail.
More good news: this presentation doesn’t actually utilize anything specific to nonprofits so it’s suitable for you Sales Cloud folks as well.
You’ll find a quick summary of the flow here.
Part 1: Introduction
Part 2: Build the first screen
Part Three: Create Records
Part Four: Get Records
Part Five: Final Screen