Join us to build your first automation using Salesforce Flow! 

Are you comfortable with using and customizing HomeKeeper, but curious about what else it can do? Flow is a tool that allows you to automate complex processes like automatically creating tasks, sending emails, or reviewing data, using clicks, not code! In this Learning Lab, you will learn hands-on how to automate in HomeKeeper, and walk away with your own working automation. *SPACE IS LIMITED!*

Projects

Build real automation for your org — no coding required. Choose from a range of projects to build throughout the series:

• Beginner: Automated email alerts or task creation 
• Intermediate: Group session registration workflow (emails, tasks, and field updates)
• Advanced: Automated data review and prompts for incomplete records
• Advanced: Customize HomeKeeper's online application templates
• Or bring your own project idea!

Agenda

Session 1: Flow Foundations & Project Kickoff

September 10th, 2026, 12:00 pm - 2:00 pm PST

• Overview of what Flow is (and isn't) and how Flow Builder works
• Key actions: Send Email, Create Task
• Sandbox setup for hands-on practice
• Select your project for the series
• Get started!

Session 2: Build Day

September 15th, 2026, 12:00 pm - 2:00 pm PST

• Quick refresher on Flow Builder navigation and best practices
• Dedicated build time with live troubleshooting support
• Bonus demos as time allows: screen flows, decision elements, subflows, and more

Session 3: Test, Debug, and Launch!

September 17th, 2026, 12:00 pm - 2:00 pm PST

• How to test and debug: debug tools, error emails, fault paths
• Test and refine your own Flow
• Move from sandbox to production and activate
• Wrap-up: project showcase, best practices review, open Q&A

Price: $500 (for this 6-hour hands-on Learning Lab)

Click here to learn more and register!