Prozess-Automation über Flow Trigger
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Transcript of Prozess-Automation über Flow Trigger
Business Automation with Flow Triggers Marcel Golembiewski Sales Engineer
Overview Demonstration Use Case Examples
Agenda Business Automation with Flow Triggers (Release: #Summer14)
• Feature Description • Business Value • Apex vs. Flow Triggers
• Setup a Flow to update the opportunity stage when a quote is created
• Create the according workflow rule • Create the according Flow Trigger • Verification with simple test
• Collaboration: Leverage auto-collaboration between Sales and Service
• Partner Community: Account assignments to Partner
• HR: Auto-deny applicants depending on interviewer feedback
Declarative Customizing 80% in Salesforce is Point & Click
• Data Model & User Interface • User Privileges • Workflows…
New in Summer 14: • Design complex Business Processes with Visual Flow with Drag & Drop which do not require any user interaction (Generally available)
• Flow Trigger as new Workflow Action in a Workflow Rule (available via pilot program)
80%
Modeling the Business Process
• Design the Flow with Drag & Drop • Create Branches with own process logic • Use Loops to process multiple records • Supported also:
– Global Actions (e. g. “New Opportunity”) – Existing Workflow Actions
No Apex Triggers for many use cases. Make processes mobile with Chatter Publisher Actions. Prototyping with versioning support.
Who will benefit from Flow Triggers?
Developers Admins Employees Partners Your Customers
Decrease workload Focus on real development tasks
Faster implementation of new business processes Prototyping with Business Owners
Less data maintenance Support processes also via mobile devices Proactive notifications
Partner Community processes
Impress your customers with excellent Service
Demonstration
Agenda Business Automation with Flow Triggers (Release: #Summer14)
• Setup a Flow to update the opportunity stage when a quote is created
• Create the according workflow rule • Create the according Flow Trigger • Verification with simple test
LIVE
Use Case Examples
Agenda Business Automation with Flow Triggers (Release: #Summer14)
• Collaboration: Leverage auto-collaboration between Sales and Service
• Partner Community: Account assignments to Partner
• HR: Auto-deny applicants depending on interview feedback
Collaboration Example: Service Agent identifies Opportunity
Partner Example: Locking Account Assignments
HR Example: auto-reject applicant on negative feedback
More Information on Flow Triggers
Check out the Summer 14 Release Notes! (pages 202-210)
https://help.salesforce.com/help/pdfs/en/salesforce_summer14_release_notes.pdf
German Developer User Groups
Marcel Golembiewski Sales Engineer Email: [email protected] Tel: +49 162 103 47 23