A Developer's Guide to Visual Workflow

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A Developer's Guide to Visual Workflow aka “Flow” Mary Scotton, salesforce.com, Developer Evangelist @rockchick322004 George Hart, salesforce.com, Lead Member of Technical Staff, Quality Engineering Jassica Zhou, salesforce.com, Senior Member of Technical Staff, Quality Engineering

description

What can you do with Visual Workflow? Join us as we explain how to build a Flow with clicks and then how to extend that Flow with code. Through real-life examples, you will see how to incorporate logic-driven user interfaces into your applications to make life easier for your users.

Transcript of A Developer's Guide to Visual Workflow

Page 1: A Developer's Guide to Visual Workflow

A Developer's Guide to Visual Workflowaka “Flow”

Mary Scotton, salesforce.com, Developer Evangelist@rockchick322004

George Hart, salesforce.com, Lead Member of Technical Staff, Quality Engineering

Jassica Zhou, salesforce.com, Senior Member of Technical Staff, Quality Engineering

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Safe harborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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“How can I get out of

the business of tweaking

my code every time the

business requirements

change?” “How can I get this

simple change made without

my request sitting in a

queue for weeks?”

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AgendaVisual Workflow Overview

▪ Developer’s role

Code it!▪ Extend and Enhance an App

Q & A

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Visual WorkflowOverview

Draw out your processDraw out your logicInteract with any data

Forms/UI Rules/Logic Database Calculations Email Integrate

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Visual WorkflowCommon Use Cases

Call Scripts▪ Let your agent focus on customer and let Flow provide you with the relevant information.

“Smart” Forms▪ Not just a form storing data. Include Logic.

Modern “Front End” to Backend System▪ UI with Flow, Logic with Flow, Integrate through Web Services in Flow

Bring “App Focus” on Processes and Win the Battle of Clicks▪ Provide only the relevant information and let Flow do the hard work.

Wizards▪ No code solution.

Surveys▪ Build dynamic survey, store survey data, deploy on a site – all without code.

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Visual WorkflowDeveloper’s Role

Extend Logic with Apex▪ Classic “Plug-in” approach to logic extensions

Customize UI with Visualforce▪ Style ▪ Extend

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VisualFlow CareLogic/Code Extensions

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VisualFlow CareLogic/Code Extensions

Information To Keep Track of▪ Federal Poverty Level (FPL) ~ $11,000 ($23,000 for Household of 4)▪ Did the User’s State opt in for MEDICAID Expansion?▪ Does Employer Offer Health Care coverage?

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VisualFlow CareLogic/Code Extensions

Schema▪ Use the Account object to hold a user’s information

• Include custom field to store: Number in Household (Number)• Include custom field to store: Federal Poverty Level for this user (Formula)• Include custom field to store: is covered by Employer Insurance? (Checkbox)

▪ Created a custom State object• Include custom field to store: did State opt in for Medicaid? (Checkbox)

▪ Created a custom Health Plan object for user’s to pick

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VisualFlow CareLogic/Code Extensions

Demo: [email protected]▪ Draft the Logic▪ Implement▪ Test▪ Extend▪ Improve▪ Style▪ Deploy

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VisualFlow CareLogic/Code Extensions

Demo: Test▪ Income < FPL▪ No Employer Coverage▪ State opted in for Medicaid Expansion▪ Answer: Eligible for Medicaid Coverage

▪ Income < FPL▪ No Employer Coverage▪ State opted out of Medicaid Expansion▪ Answer: Access to Health Exchange & Tax Break

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VisualFlow CareLogic/Code Extensions

Demo: Extend (External Callouts http://zip.elevenbasetwo.com/94107)

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VisualFlow CareLogic/Code Extensions

Demo ▪ Draft the Logic▪ Implement▪ Test▪ Extend▪ Improve▪ Style▪ Deploy

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Visual WorkflowResources

Cloud Flow Designer Workbook http://Cloud Flow Designer Workbook http://bit.lyCloud Flow Designer Workbook http://bit.ly/Cloud Flow Designer Workbook http://bit.ly/sfdcflow

Visual Workflow Sample AppExchange Visual Workflow Sample AppExchange Pack

developer.force.com wiki:http://wiki.developerforce.com/page/Visual_Workflow

Discussion Board Forumshttp://boards.developerforce.com/t5/Visual-Workflow/bd-p/visual-workflow

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Mary Scotton

Developer Evangelist@rockchick322004

George Hart

LMTS, Quality Engineering,

Jassica Zhou

SMTS, Quality Engineering

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Demo SummaryModeled the process in a Flow diagramConverted into an interactive wizardEmbeded Web service call out in a wizardStreamlined the process with subflowsCustomized styling with Visualforce