Global Actions and Lightning Flow Actions

Global Actions and Lightning Flow Actions

Preview unavailable

You must log in or sign up to view this lesson.

LoginSign up

Learn lightning flows with me

Buy nowLearn more

Introduction & Screen Flows

  • Introduction to flows, types of flows and the ui
  • Understanding screen flow and it's base components1
  • Pick-list fields and a glimpse into the first scenario
  • When and how to use pick-list choice set?
  • Multiple records and Collection choice set is a boon to work with1
  • How Record Choice Set helps us speed up things?
  • Can we use reuse dependent picklists to our advantage in flows?1
  • Let's check how much easy is it to use Multi Select Picklist1
  • Lookup component, holly molly!
  • changes to the lookup component in spring '231
  • Never leave things unfinished
  • Data tables are the best in Flows
  • Save a lot of time with the fields option in flows1
  • You know how simple it is to upload files in Flows?1
  • On off, on off, on off, and then a scenario
  • Making little progress with the scenario1
  • Wrapping up the creator vs updater component
  • Render the fields conditionally and make things appear very dynamic
  • You can change and customise headers and footers in screen flows3
  • Subflows in Flows
  • How to debug as a different user in Flows

Data Layer in Lightning Flows

  • How to fetch records using the get records block in Lightning Flows1
  • We can update records using the update records block
  • Updating the record(s) - part 2
  • Update the record(s) - part 3
  • Create records with the help of Create Records block
  • Deadly block, delete the records using the data layer
  • Roll it back with the help of rollback records block

Logical Layer in Lightning Flows

  • Loop, Decision & Assignment blocks
  • How can we put collection sort block to use
  • Exploring collection filter block

Actions in Lightning Flows

  • Understanding actions on Contact Object
  • Let's understand, create a new case action
  • Apply Lead Assignment Rules in Lightning Flows1
  • Let's see how we can use Send Email action in Flows
  • Sending an email to dynamic Email Ids
  • There's a corner case in the above scenario, let's check out2
  • Well, we can also make a post on Chatter using a predefined action
  • Did you know we can also Submit a record for Approval
  • Working with Email Alerts1
  • A scenario on session based permission set action1
  • Global Actions and Lightning Flow Actions
  • Create a custom action and use it in Lightning Flows

HTTP Callout from Lightning Flows

  • Make a HTTP GET callout from a flow8
  • Make the HTTP callout lot more generic
  • Now, let's move on to HTTP POST callout

Record Triggered Flows

  • Intro and a scenario (update the same records field that triggered the flow)
  • Before event Vs After event record triggered flow
  • Let's look at Before vs After event flows with examples
  • Scenario: Update child records when parent record is updated
  • Enhance the created flow using best practices [1/2]1
  • Enhance the created flow by using best practices [2/2]1
  • Advanced Scenario: Create Roll Up summary using record triggered flows2
  • Handle bottle necks when a record is inserted3
  • Handling the delete child records scenario in Roll Up Summary using flows
  • Handling the update scenario (both when the amount is increased vs decreased)
  • FYI - Why I took this route?
  • Handling null pointers in the flow we created so far
  • Let's battle test the flow we created
  • The last pointer before end to end testing

Scheduled Triggered Flows

  • Get a grasp of Schedule triggered flow by working on a scenario

Auto Launched Flows

  • All you need to know about Auto launched flows1
  • Invoking the Auto launched flow from another flow
  • Invoke the Auto launched flow from third party system using a REST API Callout

Platform Event Trigger Flows

  • Introduction, when and where it is used, scenario and hands on

Apex and Flow Integration

  • Innvoke an Apex method from the Flow
  • Sending parameters of type primitive datatypes to apex methods
  • Process list of account records in the apex method sent by a Flow
  • Send data back to the Lightning Flow from an Apex method
  • Using wrapper classes to send and receive params of complex types from a Flow to an Apex method

LWC in Flows

  • Send data to LWC component from a Flow
  • Send data back to the flow form LWC component
  • Fine tuning the Flow to provide better user experience

Sourcing of the flow

  • From home page, app page and record page
  • From the List Views
  • From the App Page
  • From Quick Actions
  • From Utility Bar Item
  • From a Visualforce Page
  • From Global Actions
  • From LWC

Flow Trigger Explorer

  • Why, When & How to use Flow Trigger Explorer

Scenario # 1 [Screen Flows]

  • Ask is to move all the child contacts from one Account to another Account
  • Making progress, Testing & Wrapping it up

Scenario # 2 [Screen Flows]

  • Understanding the Data Model - Part [1/9]
  • Package link to the data model used in the hands on project8
  • Do you want to pay bills or send money to pal? - Part [2/9]
  • Select a Bill and Payment mode to pay the bill - Part [3/9]
  • Update Wallet balance after successful transaction & error handling - Part [4/9]
  • What if the user wants to make the payment using Credit Card? - [Part 5/9]
  • Follow DRY design pattern and refactor the flow - Part [6/9]
  • Insert data to move on to the next step - Part [7/9]
  • Send funds to a Pal - [Part 8/9]
  • When and how to add fault path to make the flow fool proof & wrap up - Part [9/9]

Scenario #3 [Record Triggered Flows]

  • What's the requirement?
  • Trigger notifications when a new record is inserted - Part [2/6]
  • What happens when an existing record is updated - [Part 3/6]1
  • Missing piece of the puzzle - [Part 4/6]
  • Taking the flow or a ride and testing insert scenario - [Part 5/6]
  • Testing update scenario - [Part 6/6]

Recent updates to Lightning Flows

  • Let's get a hang of repeater component 1/22
  • Let's get a hang of repeater component 2/2
  • The new Swiss Army Knife - Transform block
  • How to use a custom error message block to provide better user experience?
  • Wait blocks are super helpful but when to use them?

Winter '25 Release Updates

  • Let's start with some UI enhancements
  • Choice lookup now accepts multiple user inputs
  • Perform upsert operation using Create Record DML block
  • Action button are in GA now!1