Introduction to Workflow and Approvals

DevelopersSidd Singh: salesforce.comMike Bundy: Insulet Corporation

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 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, 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 intellectual property and other litigation, risks associated with 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 ended January 31, 2010. This documents and others 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 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.

Sidd Singh

salesforce.com

Code ?

Automated: 28 Workflows 1 Approval Process only 4 Triggers

Mike Bundy

Insulet Corporation

Insulet Corporation is a medical device company that developed the world’s first tubing-free insulin pump, OmniPod.

Salesforce Implementation Highlights

• Customized Case Management

• Medical Insurance recorded for all Patients

• CPT (Certified Pod Trainers) Portal

About Insulet Corporation

Agenda

Workflow– What, Why

– Mechanics

– Business Scenario Insulet

Approval Process

Roadmap

Questions!

What is Workflow Automate key business processes without code

How does it help your business ?

Efficiency

Control

Flexibility

Risk Reduction

Cost Savings

Customer SatisfactionProcess Automation

Think Workflow

Business Workflow

Information Alerts Email Alerts

Field Updates

Tasks

Time Dependent

Allocate Tasks

Status Updates

Message External System

Immediate /

Information Alerts

Workflow Mechanics

Expense Management Application

<< Add Visual: Screenshot of Series Object >>

Automate Immediate Actions

Send email for a large upcoming expense

Automate Time Based Actions

Create task 2 weeks before start of business event

Insulet Business Scenario

Righting the User’s Wrong

Insulet Business Scenario Setup

What is an Approval Process

Automated process to approve records in Salesforce

<< Add Visual: Image depicting automated Approvals >>

Approval Process Mechanics

Large expenses approved by Sales Manager, Director

Insulet Business Scenario

Reimbursement of trainings conducted by a contracted

CPT (Certified Pod Trainer).

Insulet Business Scenario Setup

Value Derived by Insulet

Previous (manual) Process Training forms faxed to single approver

Approver would review, fill out reimbursement form, manually

update fields in Salesforce

New (automated) Process Forms attached to training record and sent to approver pool

Form automatically populated, fields automatically updated in

Salesforce

Key Take Aways

Road Map

Chatterize Workflow, Approvals

Tighter Integration with Flow

Advanced Time Queue

Standard Cross Object Workflow

Q & A

Introduction to Workflow and Approvals

D I S C O V E R

Visit the Developer Training and Support Booth in Force.com Zone

Discover

Developer

Learning Paths

Developer training, certification and support resources

S U C C E S SFind us in the Partner Demo Area of

Force.com Zone 2nd Floor Moscone West

that help you achieve

Learn about Developer

Certifications

Remember. . .

Check Chatter for additional session information

Get your developer Workbooks and Cheat Sheets in

the Force.com Zone

Visit for more information related

to this topicDon’t forget the survey!

How Could Dreamforce Be Better? Tell Us!

Log in to the Dreamforce app to submit

surveys for the sessions you attendedUse the

Dreamforce Mobile app to submit

surveysEvery session survey you submit is

a chance to win an iPod nano!

OR