---
schema_version: "1"
id: b2ea20c7624238287f945dbe59ace5e16b1017a5f87f4a63a8b5b41d0d38d507
title: Get Started With Flow Builder Learning Map
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/flow_get_started_learning_map.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.flow_get_started_learning_map.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bfe7f1ddf7155ba5cd60f6268443ca9597b28060fbae39e3999d2bf35d49d566
description: Whether you’re new to automation or a seasoned expert, when you’re building an automation project, you have a business problem to solve. And after you solve it, measure success and maintain the solution. If you’re looking to create automations in your Salesforce org, this learning map focused on Salesforce Flow products helps you get started with information, resources, and product and feature content.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Get Started With Flow Builder Learning Map

Whether you’re new to automation or a seasoned expert, when you’re building an automation project, you have a business problem to solve. And after you solve it, measure success and maintain the solution. If you’re looking to create automations in your Salesforce org, this learning map focused on Salesforce Flow products helps you get started with information, resources, and product and feature content.

Each section focuses on a category of work, with related tasks listed for reference. Within each section, there are links to articles and trailhead modules to help you build out your automation solution. The goal is to aggregate information in one place so that you can get back to it quickly when you need guidance.

Just want to try building something small first? Skip ahead to a Basic example in the [Flow Builder Examples Library](https://help.salesforce.com/s/articleView?id=platform.automate_flow_get_started_examples_library.htm&release=264.0.0&type=5 "Browse Flow Builder examples organized by common jobs to be done. Each example includes a link to the full topic and a short description. Some examples appear in more than one category, but are only listed once per category.").

## Concepts and Planning

- Identify key business problems with an opportunity for automation.
- Assess business requirements for automation.
- Evaluate automation feasibility and value.
- Define functional requirements related to business goals.
- Define a high-level execution plan.

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              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_about.htm&amp;release=264.0.0&amp;type=5" title="Using Flow Builder to automate routine tasks, like creating follow-up tasks, sending reminder emails, or updating records, makes work more efficient and productive so employees can focus on more strategic work.">About Flows
                  and Flow Builder</a> - Using Flow Builder to automate routine tasks.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_get_started.htm&amp;release=264.0.0&amp;type=5" title="Plan your automation carefully to ensure a successful solution. Whether building traditional flows or using AI agents, define clear goals and specific instructions before you start. Identify business challenges and their root causes to determine which automation approach best solves your process issues.">Get Started
                  Automating a Business Task with a Flow</a> - Plan your automation carefully
                to ensure a successful solution.
              </p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/modules/flow-concepts-quick-look" target="_blank">Flow Builder Concepts</a> - Learn key concepts
                of Flow Builder: data elements, variables, loops, and debug.</p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_flow_optimization_sbu" target="_blank">Flow Optimization Superbadge Unit</a> -
                Streamline existing flows to support scalability and enhance the user
                experience.</p>
              <p style="margin-bottom:0;">
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_considerations.htm&amp;release=264.0.0&amp;type=5" title="When designing, managing, and running flows, consider the permissions, use limits, and data issues.">Flow Limits and Considerations</a> - When
                designing, managing, and running flows, consider the permissions, use limits, and
                data issues.
              </p>
            </td>

          </tr>
        </tbody>
      </table>

## Design

- Design the automation solution.
- Secure the automation.
- Create high-level documentation for the automation.
- Share the details with your stakeholders.
- Ensure that infrastructure and platform resources are set up and allocated.

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              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.automate_flow_design.htm&amp;release=264.0.0&amp;type=5" title="After you know the business problem you’re trying to solve with task automation, have identified the functional requirements for the flow, and have a distribution plan, it’s time to design the solution so it can be built using Flow Builder.">Designing
                  Flows</a> - Design a task automation solution using Flow Builder.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_prep_bestpractices.htm&amp;release=264.0.0&amp;type=5" title="Before you build and distribute flows, plan your approach. To minimize errors and rework, follow these Flow Builder guidelines.">Flow Best Practices</a>
                - Plan your approach to minimize errors and rework.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_considerations_salesforce_features_security.htm&amp;release=264.0.0&amp;type=5" title="When designing flows, keep these security considerations in mind.">Security Considerations for Flows</a> - When designing flows, keep these
                security considerations in mind.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_distribute_security.htm&amp;release=264.0.0&amp;type=5" title="Limit which users can run flows based on their user record, profile, or permission set. To apply more granular security to an individual flow, override the default behavior, then grant access to that specific flow based on user profile or permission set.">Limit User
                  Access to Run Flows</a> - Limit which users can run flows based on their user
                record, profile, or permission set.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_concepts_bulkification.htm&amp;release=264.0.0&amp;type=5" title="When a flow runs for multiple records at the same time, Salesforce creates one flow interview per record. Bulkification groups similar operations when interviews for the same flow reach the same element, helping the transaction use fewer queries and statements.">Flow
                  Bulkification</a> - Bulkification groups similar operations across interviews
                so the transaction completes efficiently without hitting governor limits.
              </p>
              <p>
                <em>Salesforce Admins Blog</em>: <a href="https://admin.salesforce.com/blog/2021/the-ultimate-guide-to-flow-best-practices-and-standards" target="_blank">The Ultimate Guide to Flow Best Practices and
                  Standards</a> - Best practices, ‘gotchas,’ and design tips to make sure your
                flows scale with your organization.
              </p>
              <p style="margin-bottom:0;">
                <em>Salesforce Admins YouTube Channel</em>: <a href="https://www.youtube.com/playlist?list=PLrC_ei2_Pv0HJuyuQAJu_XloofxGAMCa6" target="_blank">Automate This!</a> Series — A series of videos
                focused on automation solutions.
              </p>
            </td>

          </tr>
        </tbody>
      </table>

## Build

- Build the steps for the automation workflow.
- Establish connectivity to data and systems.
- Validate automation functionality.
- Set up monitoring for automation.

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              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_build.htm&amp;release=264.0.0&amp;type=5" title="After you model the process that you want to automate, design and build the flow in Flow Builder.">Build a Flow</a> - After you
                model the process that you want to automate, design and build the flow in Flow
                Builder.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref.htm&amp;release=264.0.0&amp;type=5" title="Bookmark this page for quick access to information about flow elements, resources, events, and more.">Flow Reference</a> - Bookmark this page for
                quick access to information about flow elements, resources, events, and more.
              </p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/trails/build-flows-with-flow-builder" target="_blank">Build Flows with Flow Builder</a> - Build and
                distribute flows to automate your business processes.</p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/projects/build-a-simple-flow" target="_blank">Build a Simple Flow</a> - Use Flow Builder to
                capture and update contact information with a flow.</p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/content/learn/modules/loops-in-flow-builder" target="_blank">Learn to Use Loops in Flow Builder</a> - Loop
                a collection through a series of elements in Flow Builder.</p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/projects/build-a-discount-approval-process" target="_blank">Build a Discount Approval Process</a> - Create
                a flow that makes it easy for sales reps to get the approvals they need for
                discount offers.</p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/projects/flow_calculate" target="_blank">Build a Discount Calculator</a> - Create a
                flow that calculates and updates an opportunity’s discount.</p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/projects/build-an-email-flow-for-program-management-module" target="_blank">Build an Email Flow for Program Management
                  Module</a> - Create a flow to email many clients or program participants at
                once.</p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/projects/quick-start-einstein-copilot" target="_blank">Quick Start: Agent Actions</a> - Bring Flow
                automations into conversational AI with Agentforce actions.</p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/projects/use-external-services-with-a-flow" target="_blank">Use External Services with a Flow</a> - Build
                a flow that uses external services.</p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/projects/quick-start-create-http-callouts-with-flow-builder" target="_blank">Quick Start: Create HTTP Callouts with Flow
                  Builder</a> - Build a flow that uses the HTTP Callout action to access
                external data.</p>
              <p style="margin-bottom:0;"><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/modules/mulesoft-composer-flow" target="_blank">MuleSoft Composer Flow</a>- Learn how to use
                MuleSoft Composer to automate data sync between systems.</p>
            </td>

          </tr>
        </tbody>
      </table>

## Test

- Conduct end-to-end testing.
- Debug issues.

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              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_concepts_testing.htm&amp;release=264.0.0&amp;type=5" title="Test your flow before activation to catch errors, verify every path, and prevent data issues. Depending on the flow type, use Test Mode or the Flow Builder debugger to test different scenarios with sample data.">Testing Your
                  Flow</a> - Testing your flow before activation is essential to make sure it
                works as expected and handles all possible scenarios.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_troubleshoot_email.htm&amp;release=264.0.0&amp;type=5" title="Learn how to troubleshoot and resolve flow errors and unexpected behavior in your flows that occur after activation. Interpret error emails, and use best practices to identify and resolve issues quickly.">Troubleshoot Flow Errors</a> - Learn how to troubleshoot and resolve flow
                errors and unexpected behavior in your flows that occur after activation.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_test_debug.htm&amp;release=264.0.0&amp;type=5" title="For flows that don't use Test Mode, use the Debug option to test or troubleshoot the flow. Review step-by-step details of how the flow runs and the path it takes.">Debug a Flow in Flow
                  Builder</a> - Learn the advantages of the Flow Builder debug feature and get
                tips for using it effectively.
              </p>
              <p><em>Video</em>: <a href="https://play.vidyard.com/uHUTXfYKRke49dMu4d67uz.html?v=3.1.1" target="_blank">Troubleshooting Flow Errors Using the Debug
                  Button</a></p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/trails/distribute-and-implement-flows" target="_blank">Distribute and Implement Flows</a> - Test,
                debug, and distribute flows to automate your business processes.</p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_flow_debugging_sbu" target="_blank">Flow Debugging Superbadge Unit</a> -
                Demonstrate your ability to troubleshoot flow issues users have reported.</p>
              <p style="margin-bottom:0;"><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_flow_error_handling_sbu" target="_blank">Flow Error Handling Superbadge Unit</a> - Show
                your capabilities building error management into flow automations.</p>
            </td>

          </tr>
        </tbody>
      </table>

## Deploy

- Obtain pre-deployment approvals.
- Activate and deploy your automation.
- Make an automation available for use and reuse.

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              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_distribute_concepts.htm&amp;release=264.0.0&amp;type=5" title="Understand which users can run your flow, what data your flow can access, and how your flow looks in Classic and Lightning Experience.">Flow
                  Distribution Concepts</a> - Understand which users can run your flow, what
                data your flow can access, and how your flow looks in Classic and Lightning
                Experience.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_distribute.htm&amp;release=264.0.0&amp;type=5" title="After you’ve designed and tested your flow, it’s time to put it to work! Flows can be run in several ways, depending on who the flow is designed for. Internal users, external users, or systems can run a flow, or a flow can be deployed for another organization.">Distribute a
                  Flow</a> - Flows can be run in several ways, depending on who the flow is
                designed for.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_distribute_activate.htm&amp;release=264.0.0&amp;type=5" title="You can activate or deactivate a flow from the Automation app Flows tab or the Flow Builder canvas.">Activate or
                  Deactivate a Flow Version</a> - You can activate or deactivate a flow from
                the Automation app Flows tab or the Flow Builder canvas.
              </p>
              <p><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_screen_distribution_sbu" target="_blank">Screen Flow Distribution Superbadge Unit</a> -
                Optimize and distribute screen flows across user interfaces according to
                requirements.</p>
              <p style="margin-bottom:0;"><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_collections_optimization_sbu" target="_blank">Flow Data Collections Optimization Superbadge
                  Unit</a> - Demonstrate your ability to troubleshoot and optimize data
                collections.</p>
            </td>

          </tr>
        </tbody>
      </table>

## Manage and Maintain

- Monitor the automation.
- View analytics data.
- Identify and troubleshoot issues.
- Manage users and permissions.
- Develop a change management strategy.
- Implement continuous improvements.

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              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.flow_monitor.htm&amp;release=264.0.0&amp;type=5" title="Monitor your org’s usage of flows and processes. See a list of paused interviews and scheduled actions from processes. Control who can view and how they view monitoring information for flows and processes.">Manage and Monitor
                  Flows</a> - Monitor your org’s usage of flows and processes.
              </p>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.automate_automated_approvals_manage.htm&amp;release=264.0.0&amp;type=5" title="Manage approval submissions and approval work items with list views. Recall an in-progress approval submission. Reassign approval work items that have been assigned but not completed.">Manage Approval Submissions and Approval Work Items</a> - Manage approval submissions and approval work items with list views.
              </p>
              <p style="margin-bottom:0;"><em>Trailhead</em>: <a href="https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_flow_administration_sbu" target="_blank">Flow Administration Superbadge Unit</a> -
                Deliver improved performance with flow adjustments and enhancements.</p>
            </td>

          </tr>
        </tbody>
      </table>