2d (edited) • 🎥 LIVE CLASSES RECORDINGS
🔥 Recap & Recording of Salesforce Training Session in Automation with Advance Student ( Wednesday: 10/12/2025)
Automation Class (Advanced Salesforce Automation) – Summary for Community Post
- The session focused on advanced Salesforce automation, with prior recordings available for review in the community.
- There was an interactive review of the “Smart Entry” assignment requiring students to create three screen flows for different objects, focusing on beginner-friendly input validation.
- A detailed demonstration was given on building a Lead Capture screen flow to streamline lead logging, showing how to reduce form fields and improve user experience.
- Step-by-step instructions were provided on: Adding text and picklist components for lead fields (First Name, Last Name, Company, Email—mandatory, and Lead Source).Dynamically pulling picklist values from Salesforce metadata. Mapping screen inputs to record fields for persistent storage. Making fields like Email mandatory and ensuring correct validation and UI feedback.
- The instructor discussed adding confirmation screens, customizing messages, and removing unnecessary UI elements for clean user interfaces.
- Debugging techniques were explained, including reading debug logs and using error-triggered email notifications.
- The creation and deployment of Lightning page buttons and quick actions were demonstrated to make flows easily accessible from record pages.
- Assignments included: Building a business account creation flow (Account Name & Type required, Industry picklist, Website optional), covering both manual and metadata-derived picklists. Configuring and using flow variables for dynamic confirmation messages, and troubleshooting when variables/dynamic messages do not display as intended. Emphasizing the importance of mapping record IDs to variables for referencing created records.
- Third flow challenge: A simplified Opportunity creation flow, capturing Opportunity Name, Close Date (required), Amount, Stage (required), and linking Opportunities to Accounts with a lookup field.
- The relationship between Salesforce objects (Opportunity and Account) and lookups was clarified to avoid field confusion and ensure accurate mappings.
- Students were encouraged to practice independently, post screenshots/progress in the community, debug using Salesforce tools, and seek help as needed.
- The instructor announced that corrected and simplified versions of demonstration flows would be posted in the community and offered to clarify opportunity/account relationships in the next session.
- Next class preview: Introduction to record-triggered flows.
Here is the link to the meeting: https://app.fireflies.ai/view/Automation-Class-Wednesday::01KC4YEFXEGTYCJRZKJP9BV5MX
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🔥 Recap & Recording of Salesforce Training Session in Automation with Advance Student ( Wednesday: 10/12/2025)
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