Introduction to Visual Workflow

Salesforce Tech Lounge – Spend an hour with an Expert!

May 31st, 2017

Aiyaz Ahmed & Aaron Imler

Salesforce.com

Salesforce Experts

Aaron Imler - Flow Specialist

Rakesh Gupta – Salesforce MVP, Q & A

Matt Horton – Q & A

Forward Looking Statements

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Forward Looking Statements: Link

First, some logistics Questions, answers, and staying in touch.

• How do you ask a question?

Please ask in the “Success-Getting Started” community using the hashtag

#SFTechLounge

• Will this be recorded?

Yes, it is being recording LIVE right now!

• Where can you get the presentation?

All resources from this series can be found here:

http://bit.ly/SALESFORCE-TECH-LOUNGE-RESOURCE-ARCHIVE

• Where can you go to get more information?

Use the “Success-Getting Started “ community

www.salesforce.com/success-gettingstarted

Agenda

• Process Automation Tools

• Visual Workflow

• Cloud Flow Designer Demo

• Use Cases

• Flow Demo

• Resources

• Q & A

Agenda

Process Automation Tools

Process Automation

Trailhead-Module: http://sforce.co/2dk7fTb

Available Tools:

• Workflow

• Approvals

• Process Builder

• Visual Workflow

Visual Workflow

What is Visual Workflow?

Toolset to build automated processes Extensible via APEX and Visualforce Supports Action Framework

What are the different components?

Visual Workflow Is the product that encompasses the process of designing, managing, and running flows. Cloud Flow Designer Is a point-and-click tool that you can use to design flows. Flow Is an application that automates a process by collecting, updating, editing, and creating Salesforce data. Flows can execute logic, interact with the Salesforce database, call Apex classes, and guide users through screens for collecting and updating data.

Demo Cloud Flow Designer

Flows

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

• You can have users work with data / objects

• 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 be the owner, and what are the required fields for creating a new record?

• Build a flow chart of what you want to do

Flow Best Practices

• Plan out your flow before you start building

• Build your flows in a test environment—like a sandbox or Developer Edition org

• Never hard-code Salesforce IDs

• Wait until the end of the flow to make changes to the database

• Control when running users can navigate backward

• Provide an error handler

• Save early and often

• Test as many permutations of your flow as you possibly can

Flows Are Going Lightning in Winter ’17!

Run Flows with a Lightning Skin (Beta) When you enable this beta, all of your URL-based flows render using the Lightning runtime instead of the Classic runtime. The new skin fits in with the rest of Lightning Experience, but it’s also available in Salesforce Classic.

Embed Your Flows in Lightning Pages (Beta) We’re rolling out a flow component for the Lightning App Builder. You can now add flows to any Lightning Page—App pages, Record pages, and Home pages alike.

Display Flow Screens in Two Columns (Beta) When you build flows that collect lots of information, their screens can render as a never-ending skinny column of

fields. Break up the layout of those screens by rendering specific flows in two columns.

Customize the Look and Feel of Flow Interviews with the REST API (Pilot) We’re continuing to pilot REST API resources that give you full access to flows and their interviews. Use the REST API to build your own flow runtime experience.

Access Encrypted Data in Your Flows (Pilot) Flows now support encrypted fields, except in filters and sorting. Platform Encryption is available in Salesforce Classic.

Example Use Cases SERVICE & SUPPORT

• Call scripting

• Diagnostics & troubleshooting guides

• Guided data entry processes

SALES • Call Scripting

• Product configuration

• Sales quotations

• Guided selling with sales methodologies

• Guided Opportunity configuration

MARKETING • Lead management and assignment

• Lead conversion

• Fulfillment automation

ADMIN Process

• Data management

HR

• Employee on-boarding

• Satisfaction surveys

• Time off request and approvals

IT Enablement

• 2-factor auth.

• Machine configuration, management, assignment

• Account provisioning

• Login Flow

FINANCE

• PSA Management

• Budget Approval and Analysis

Demo Let it Flow…

Enable the Email Approval Response Lightning Experience Only

Enable the Email Approval Response Lightning Experience Only

Visual Workflow Getting Started Pack

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wYVIEA2

Use Case – Part 1

Scenario:

Our IT Department uses Cases for IT Service Request and wants a simple entry form (Name, Email, Issue) for users to log their IT issues. As they do not have all users in the system, they want to check at case creation if a user already exists and if not create a new contact record.

Goal:

Learn how to create and edit flows to lookup and create new records and call another flow.

Tasks:

1. Download the “Visual Workflow Getting Started Pack” from the AppExchange and adjust the “IT Service Request Form” Flow to our business scenario.

2. Run the Flow in the Cloud Flow Designer

Create the Flows

Use Case – Part 2 (Demo)

Scenario:

Our IT Department wants a Custom Tab for the IT Service Request entry.

Goal:

Learn how to create Lightning Pages with the Lightning App Builder and add a Flow.

Tasks:

1. Create a Lightning App Page for the IT Service Request Flow for Lightning Experience and Salesforce1

2. Run the Flow from the newly created Tab.

Create a new Tab for your Flow

Resources

Resource Links

Getting Started:

• Flow Getting Started Resource Pack

• Visual Workflow Guide

• Cloud Flow Designer Workbook

• Visual Workflow Examples

• Visual Workflow Tips and Tricks

Success Community:

• Salesforce Process Builder

• Salesforce Workflow Automation

• Visual Workflow Discussions

• Salesforce Automation Hour

Trailhead Modules:

• Process Automation

• Lightning App Builder

• Build an Automated Workshop Management System

• Create a Satisfaction Survey

Documentation: • Visual Workflow • What's the Difference Between Workflow and

Visual Workflow? • Limits and Considerations for Visual Workflow • Cloud Flow Designer • Embed a Flow in a Lightning Page (Beta) • Considerations and Limitations for Flows in

Lightning Pages (Beta) • Flow Best Practices

Recommended Blogs

jenwlee.wordpress.com/

salesforceweek.ly automationchampion.com

Join our MVPs as they host the Salesforce Automation Hour Webinar. This week they have guest, MVP Mark Ross, presenting a process automation use case and solution.

Hosts: David Litton, Jennifer Lee & Rakesh Gupta

Friday, June 2nd @ 3pm EST

MVP Hosted – Automation Hour (This week)

LIVE DEMOS!

Questions?

Thank Y u