Flow Bootcamp

The Flow Bootcamp is a 1-day in-depth training program to help those in the ecosystem skill up on flows by presenting them with best practices, practical examples, and hands-on training for building flows in a manner that will scale, be easy to design, and maintain.

Bootcamp Overview

We’ll begin by exploring architectural best practices, design strategies, and common pitfalls when working with Salesforce Flow. You’ll learn how to make informed decisions on when to use Flow vs. Apex, structure automation for performance and scalability, and optimize your solutions to avoid inefficiencies and technical debt.

From there, we’ll shift into a collaborative, hands-on workshop where attendees will work together to build a fully functional Project Management System using Salesforce Flow. This real-world scenario will cover everything from project creation and task automation to resource management and approval processes, giving you practical experience in designing and implementing automation that mirrors real business challenges.

Led by an Experienced Salesforce Architect

This bootcamp is led by John Jones, a seasoned Salesforce Architect with over 17 years of experience designing automation solutions. John has helped countless Trailblazers master Flow and other Salesforce technologies, empowering them to build smarter, more efficient systems.

By the End of This Bootcamp, You Will:

  • Understand key Flow architectural principles and how to design automation at scale
  • Learn how to optimize performance and avoid common Flow pitfalls
  • Gain hands-on experience by building a practical Project Management System
  • Walk away with templates and reusable patterns to apply in your own Salesforce orgs

Who Should Attend?

This bootcamp is designed for anyone looking to improve their Salesforce automation skills, including:

  • Admins who want to build more efficient, maintainable Flows
  • Developers & Architects looking to enhance automation design and performance
  • Consultants & Business Analysts who need hands-on experience with scalable Flow solutions
  • Product Owners & Project Managers who oversee process automation and want a deeper understanding of Flow capabilities

All skill levels are welcome, though a basic understanding of Salesforce Flow is recommended.

The bootcamp will be run in 2 parts…

Part 1 – Intermediate Level
The first half of the day will be spent discussing what flows are used for, the difference between using Apex and Flow, and my own list of best practices. This will be done while building a beginner to intermediate level flow where we will walk through building a new flow that will build a Project and Milestones from a Closed Won Opportunity.

Part 2 – Advanced Level
The second half of the day will review many of the same concepts but while building more advanced flows around managing Milestones and Work items for a project Management module. We will build a flow that closes all work items and Milestones when a project is marked as “Closed” and discuss how this could be used to “Pause” and “Restart” a project using the same concepts. As time allows, we will continue by building a flow that rolls time entries up to the Work items and further up to milestones and projects for tracking the progress and profitability of a project.