Master Class: Advanced Automations (July 14 - Aug 18 2022)
Salesforce is capable of so much automation without writing any code at all. But it can be a little daunting to learn your way around and use the tools to their maximum benefit.
This course is for the admin who has at least a few Process Builders or Workflow Rules under your belt. In a small group with your peers, guided by an instructor who has a ton of experience with automations of all kinds, you will work on your automation skills with Flows and other tools, and have an opportunity to explore all of the automation options that Salesforce provides.
This class meets four times, for 90 minutes each time and includes assignments that may take more than an hour between classes.
Salesforce is capable of so much automation without writing any code at all. But it can be a little daunting to learn your way around and use the tools to their maximum benefit.
This course is for the admin who has at least a few Process Builders or Workflow Rules under your belt. In a small group with your peers, guided by an instructor who has a ton of experience with automations of all kinds, you will work on your automation skills with Flows and other tools, and have an opportunity to explore all of the automation options that Salesforce provides.
This class meets four times, for 90 minutes each time and includes assignments that may take more than an hour between classes.
Salesforce is capable of so much automation without writing any code at all. But it can be a little daunting to learn your way around and use the tools to their maximum benefit.
This course is for the admin who has at least a few Process Builders or Workflow Rules under your belt. In a small group with your peers, guided by an instructor who has a ton of experience with automations of all kinds, you will work on your automation skills with Flows and other tools, and have an opportunity to explore all of the automation options that Salesforce provides.
This class meets four times, for 90 minutes each time and includes assignments that may take more than an hour between classes.
Course Schedule
July 14, 2022 from 10:00 - 11:30am (Eastern) - Course 1: an overview of all automation options and exploration of Process Builders and Flows
July 25, 2022 from 1:00 - 2:30pm (Eastern) - Course 2: deep dive into advanced Process Builders
July 28, 2022 from 10:00 - 11:30am (Eastern) - Course 3: getting started with Flows
August 18, 2022 from 10:00 - 11:30am (Eastern) - Course 4: Flows part 2
Who should take this course
You have been managing Salesforce for at least 6 months and have exposure to Process Builders
What you’ll learn
Course 1: an overview of all automation options and exploration of Process Builders and Flows
A tour of every automation option build into Salesforce, what they’re for, and when to use them. From old (Approval Processes, Workflow Rules) to new (Flows) and from declarative (Process Builders, Flows) to code (triggers, Apex and the API) we’ll hit everything that Salesforce provides
Process Builders and Flows are the admin’s key tools and should be the first line of thinking for any automation. We’ll talk a lot more about when to use these tools, what kinds of problems they solve beyond the basics, and how to start thinking about designing automation solutions with these tools.
We’ll revisit the Process Builder interface and work through some easy examples from each class participant, to provide both a refresher and to get everybody speaking the same langauge with the interface
Course 2: deep dive into advanced Process Builders
This course is designed to be entirely participant-driven. Each participant will bring at least one process builder that isn’t working, or needs to be built but you don’t know how, and we’ll work through them together while highlighting similar use cases in other organizations.
Course 3: getting started with Flows
An introduction to the way Flows make you think about data (hint, it’s a lot different than Process Builders)
An orientation to the options in Flows, when to use which
Learning the Flows builder interface by creating a stand-alone Flow that can replace custom trigger code
Course 4: Flows part 2
There is a deliberate gap between Flows part 1 and 2. This is a working session where participants bring questions from their homework and we work through it together
What to expect from this course
There are four classes in this course.
Each class is 90 minutes, online, taught by a senior consultant who has built uncounted Salesforce automations of all kinds and coached dozens of other admins through it
You will receive Zoom links prior to the course you’re registered for
This course is designed as a small, focused cohort of only 6 administrators at about the same level of expertise and is expected to be highly participatory. You will learn from the instructor and from each other, and you will directly apply everything we discuss to your own situation. You will have homework between sessions and access to the instructor and your peers via a dedicated slack channel during and after the course.