Step Up Your Workflow:Advance Visual WorkflowAugust 27th 2014

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Speaker

Bill TakacsProduct Manager, Visual Workflow

sfdcbill

btakacs@salesforce.com

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Have Questions?

Don’t wait until the end to ask your question! – Technical support will answer questions starting now.

Respect Q&A etiquette– Please don’t repeat questions. The support team is

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Stick around for live Q&A at the end– Speakers will tackle more questions at the end, time-

allowing.

Head to Developer Forums– More questions? Visit developer.salesforce.com/forums

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Agenda

• Quick Recap of Visual Workflow

• Best practices of when building Flows – including debugging

• How to launch a Flow without requiring a user

• How to build a Flow with a Loop

• How to embed a Flow in a Visual Force page

• How to style Flow Screens and make them mobile

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Why Salesforce?

IdeaBuild App

Idea

buy & setup

hardware

install complex software

define user

access

build & test

security

make it mobile &

social

setup reporting

& analytics

build app

Traditional Platforms

6-12 Months?

App

App

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Develop, package and instantly deploy apps

Access rich APIs and frameworks

Code in your favorite language

Add fields, design layouts, and manage users

Point-and-click workflow & business logic

Drag-and-drop reports and dashboards

Programmatic Declarative

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Recap on Visual Workflow

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What is Visual Workflow

Declarative toolset to build and execute processes related to Salesforce domains: Marketing, sales, service and support

Extensible via APEX and Visualforce

Currently working on the ability to handle any process required within Marketing, Sales, Service, Support– BPM “Light”

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Understanding Flows

Flows are visual representations of a series of events– They can contain multiple decisions (if / then), branching, and looping logic

– You can do more than creating tasks, field updates, and send emails – you can also create, update, and delete multiple records – and embed a flow within a flow

When creating a Flow, there are a number of things to consider when you’re getting started– What objects do I want to access?

– What are the fields I want to access?

– If creating a new record, what record types do I want to use, who should the owner be, and what are the required fields for creating a new record?

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Flows Components

Cloud Flow Designer

Flow Management

Flow Runtime

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Flow Best Practices

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Flow Best Practices

Design before you build

Think through your data and variables– Build a convention for you variables

Use IDs to bring data into the Flow

Test! How?

– Use Screens to debug or emails for headless

– Don’t forget the Fault Connector!

Data operations in loops

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Debugging Flows

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Fault Message

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Fault Connector

What it does: – Flow will generate system error messages when it

encounter a fault

– Flow has a system variable to handle text of these error :$FlowSystemFaulMessage

– You have to tell Flow what to do with them or you won’t see them

– Fault connector can display or email the error

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Flow Error Emails

The last person to modify the Flow should receive an email on the error

You’ll only get email – unless you use the fault connector

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Trigger Ready Flows

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Trigger Ready Flow

How to turn the Flow from the last webinar into headless – auto lead processing

Create a workflow rule to fire a Flow Trigger

Create a Flow Trigger to fire the Flow

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Account Reassignment Flow

Flow to reassign accounts based on rating (hot, warm, cold.

User supplies relevant UserNames

Elements Required– Fast Lookups

– Loop

– Fast Update

– Screen Element

– Email Action

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Let’s Build The Flow

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October 13-16, 2014 • San

Francisco, CA

$899 DEVELOPER DISCOUNT CODE:

D14DVLPR

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Developers @ Connections

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Q&ABill Takacs

Product Manager, Visual Workflow

sfdcbill

btakacs@salesforce.com

If we don’t get to your question you can post them at:

Workflow Success Community: http://bit.ly/successqa

Developer Forum: http://bit.ly/devforumqa