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Converting Process Builder to Flows in Salesforce

Nov 29, 2023, 5:30 – 8:30 AM (UTC)

Salesforce Admin Group, Jodhpur, India

Join us for an interactive and hands-on session where we delve into the world of Salesforce automation and explore the transition from Process Builder to Flows. As Salesforce continues to evolve, embracing the power of Flow Builder becomes essential for optimizing and future-proofing your automation strategies.

About this event

Agenda:

Introduction (15 mins):

Welcome and overview of the session.

Brief recap of Process Builder basics.

Why Flows? (20 mins):

Understanding the limitations of Process Builder.

Overview of Flow Builder advantages.

Essential Flow Concepts (30 mins):

Dive into key Flow elements: Screen, Record Update, Decision, Loop, etc.

Hands-on exercises to reinforce concepts.

Conversion Walkthrough (45 mins):

Step-by-step guide to converting a Process Builder process to a Flow.

Tips and tricks for a smooth transition.

Advanced Flow Features (30 mins):

Creating and using Invocable Actions for reusability.

Dynamic Record Choice: Adapting flows to changing data.

Break for Lunch (30 mins):

Participants can take a break for lunch.

Testing and Debugging (30 mins):

Strategies for effective testing in different environments.

Debugging techniques and troubleshooting.

Optimizing Performance (20 mins):

Best practices for optimizing Flow performance.

Bulkification and avoiding governor limits.

Q&A and Collaboration (15 mins):

Open floor for questions and discussions.

Real-world problem-solving and collaboration.

Conclusion and Resources (15 mins):

Recap of key takeaways.

Distribution of resources and references for further learning.

Speaker

  • Mitali Agarwal

    Salesforce Architect

When

When

Wednesday, November 29, 2023
5:30 AM – 8:30 AM (UTC)

Group Leader

  • Mitali Agarwal

    Community Group Leader

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