Training I created while working at Celigo, an integration platform as a service (iPaaS), can be found on the Celigo U website (previously called Celigo University).
With the exception of the Hooks & Handlebars course, I revamped all the courses which are part of the Celigo Builder Core learning path. The learning path includes 26 courses and has an estimated duration of 14 hours.
I also collaborated with teammates to create the certification exam. Each of the questions is tied to a learning objective I identified for the Builder Core courses.
To view the courses, anyone with a business email address can create a free trial account (no credit card needed).
With the exception of the Hooks & Handlebars course, I revamped all the courses which are part of the Celigo Builder Core learning path. The learning path includes 26 courses and has an estimated duration of 14 hours.
I also collaborated with teammates to create the certification exam. Each of the questions is tied to a learning objective I identified for the Builder Core courses.
To view the courses, anyone with a business email address can create a free trial account (no credit card needed).
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Promo: Learning Path UpdateThe Celigo Builder Core learning path was previous broken into four levels.
When I completed the revamp of Level 1, I created this video to announce the updates. This short video includes screenshots and examples of the learning content included. |
Sample Videos
In the 26 courses included in the Celigo Builder Core learning path, there are only a handful of videos. This was intentional and one of the first items commented about when the Builder Core certification was launched.
LinkedIn post from learner
With that stated, it's easier to share videos than an entire course on a portfolio. So below are two videos, which were created as part of the core training. Like the promo video above, they include closed captions following DCMP Captioning Key best practices.
Transcript: Promo Video: Level 1 Revamp
The Level 1: Skilled certification learning path has been revamped.
Learners start with the very basics of what the Celigo platform does and then review flow components. They're introduced to APIs and practice navigating through the platform. Learners get a broad overview of the flow building process and then a break down of the steps.
Through simulations, they're creating connections, adding sources and destinations, mapping, and running a flow. The learning path also walks learners through Marketplace and reviews the options available in the Account section.
If it's been awhile since you last looked at the Level 1: Skilled learning path, log into Celigo University and check out the updates.
Learners start with the very basics of what the Celigo platform does and then review flow components. They're introduced to APIs and practice navigating through the platform. Learners get a broad overview of the flow building process and then a break down of the steps.
Through simulations, they're creating connections, adding sources and destinations, mapping, and running a flow. The learning path also walks learners through Marketplace and reviews the options available in the Account section.
If it's been awhile since you last looked at the Level 1: Skilled learning path, log into Celigo University and check out the updates.
Transcript: Flow Builder Overview
We create and activate a flow in four parts: Add a source. Add a destination. Map fields. Run the flow.
his is an overview, so we won't cover specific fields. In this example, we'll send Mailchimp contacts to HubSpot. To add a source, select the plus sign next to the Sources label or select the Add Source icon or text in the source bubble. Select a source from a list of databases, application-specific connectors, and universal connectors, which can be used for nearly any endpoint. In this example, Mailchimp is the source.
Then you'll select what you want to do with the data and how you'll connect to it. Next, the Create export panel appears. Here, you'll identify specifically what you want to export. Some fields are required. Advanced settings are available. Save and close these settings. That completes adding a source.
Now, we'll add a destination. On the flow builder, select add destination from the label or import bubble, then choose the application. In this case, it's HubSpot. Similar to a source, we'll select what we'd like to do with the information and how to connect to the application. We'll use an existing connection. But you can create a new one if needed. The Create import panel appears. You'll select how you'd like the records imported into the destination. Save and close your changes.
The third part of creating a flow is mapping the fields. The Celigo platform needs to know what destination field is getting a value from which source field. Mapper 2.0 assists with this process. Mapping can be as simple as selecting the fields from a drop-down menu. Once mapping is saved, there's one final step.
We enable the flow with the toggle on the top-right of Flow builder. Then, we select the Run flow icon. And that is how to create a flow with the Celigo platform flow builder. This video is part of the Celigo University Level 1 certification learning path.
To see more material like this, sign onto Celigo University through the Celigo platform.
his is an overview, so we won't cover specific fields. In this example, we'll send Mailchimp contacts to HubSpot. To add a source, select the plus sign next to the Sources label or select the Add Source icon or text in the source bubble. Select a source from a list of databases, application-specific connectors, and universal connectors, which can be used for nearly any endpoint. In this example, Mailchimp is the source.
Then you'll select what you want to do with the data and how you'll connect to it. Next, the Create export panel appears. Here, you'll identify specifically what you want to export. Some fields are required. Advanced settings are available. Save and close these settings. That completes adding a source.
Now, we'll add a destination. On the flow builder, select add destination from the label or import bubble, then choose the application. In this case, it's HubSpot. Similar to a source, we'll select what we'd like to do with the information and how to connect to the application. We'll use an existing connection. But you can create a new one if needed. The Create import panel appears. You'll select how you'd like the records imported into the destination. Save and close your changes.
The third part of creating a flow is mapping the fields. The Celigo platform needs to know what destination field is getting a value from which source field. Mapper 2.0 assists with this process. Mapping can be as simple as selecting the fields from a drop-down menu. Once mapping is saved, there's one final step.
We enable the flow with the toggle on the top-right of Flow builder. Then, we select the Run flow icon. And that is how to create a flow with the Celigo platform flow builder. This video is part of the Celigo University Level 1 certification learning path.
To see more material like this, sign onto Celigo University through the Celigo platform.
Transcript: New UI
Celigo's Flow Builder is getting a new look. And you can get a sneak peek. In Flow Builder, you'll now see a toggle option for New UI. You can switch to the new user interface and back at any time.
Let's walk through the new Flow Builder. You'll notice there's now a compact view of the flow. The previous sections, designating areas for source and destination and lookup, have been removed to provide less clutter when building. Previously, you clicked on a plus sign within a bubble to reveal tools. Now you can find all the options for a flow step within a single menu.
You'll access the new tool menu by selecting the three dots on the top right of a flow step. Instead of just the icons, you'll now see the tool names and a brief description of what each does.
There's also a new option: Clone. You can now duplicate a flow step with a single click. Icons in the flow step bottom bar quickly show you what configurations are used for that step. Note, in some cases, you’ll see the tool icons before or after the flow step.
If you want to move a flow step, you can easily do that. Select and start to drag a flow step. Highlighted sections appear on Flow Builder, indicating other spots you can place it.
This drag-and-drop option is also available for merging and unmerging branches. You can select the merge icon at the end of a branch and attach it to a flow step. If you want to unmerge branches, select the unmerge icon. You then choose which branch you want to remove the flow step from. In addition to the branch names, the lines for that branch are highlighted when you hover over the name. This is another way to make sure you're removing the correct branch.
The current and new user interfaces are 100 percent compatible. Switching won't affect the flow's functionality.
Celigo would appreciate your feedback about the new user interface. You're invited to share your comments by emailing [email protected].
Let's walk through the new Flow Builder. You'll notice there's now a compact view of the flow. The previous sections, designating areas for source and destination and lookup, have been removed to provide less clutter when building. Previously, you clicked on a plus sign within a bubble to reveal tools. Now you can find all the options for a flow step within a single menu.
You'll access the new tool menu by selecting the three dots on the top right of a flow step. Instead of just the icons, you'll now see the tool names and a brief description of what each does.
There's also a new option: Clone. You can now duplicate a flow step with a single click. Icons in the flow step bottom bar quickly show you what configurations are used for that step. Note, in some cases, you’ll see the tool icons before or after the flow step.
If you want to move a flow step, you can easily do that. Select and start to drag a flow step. Highlighted sections appear on Flow Builder, indicating other spots you can place it.
This drag-and-drop option is also available for merging and unmerging branches. You can select the merge icon at the end of a branch and attach it to a flow step. If you want to unmerge branches, select the unmerge icon. You then choose which branch you want to remove the flow step from. In addition to the branch names, the lines for that branch are highlighted when you hover over the name. This is another way to make sure you're removing the correct branch.
The current and new user interfaces are 100 percent compatible. Switching won't affect the flow's functionality.
Celigo would appreciate your feedback about the new user interface. You're invited to share your comments by emailing [email protected].