The Business of Flow - Point and Click Workflow Applications

The Business of Flow

 Bill Takacs  Product Manager  [email protected]

 Rich Englhardt  Senior Consultant – Veltig  [email protected]

 Jeremiah Dohn  Business Systems Analyst ACI Worldwide  @jmdohn

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Optimize your Operations Delight your Users Liberate your Data

Veltig.com

Optimize, Delight, Liberate

Rich Englhard

Senior Consultant

Office: 949-860-9024 Cell: 310-947-4951 [email protected] @developingflow LinkedIn.com/in/Englhard www.DevelopingFlow.com www.Veltig.com

Started using Salesforce March 21st, 2014

No coding experience, light HTML and CSS knowledge

Flownatic! – Using logic to be able to create complex business processes without code!

About Me

 Create complex business processes with Flow

 No Test classes required

Point and Click Development Tools


Customer Issue

•  Reps were quoting through Microsoft Word. •  Quotes were incorrectly calculated, causing

undercharging or overcharging of customers. •  Wanted management to be able to approve

quotes in Salesforce. •  Opportunity needed a Contact and Account

needed an Address to create a Quote.


Solution Requirements

•  Create a Wizard to quickly and easily create quotes in Salesforce. •  Adjust pricing easily. •  Built in Salesforce to send to Management for Approvals. •  Require an Opportunity Contact and Address on the Account.


Solution Overview

Flows to the rescue!!! •  Flows can called from a button click. •  Use a decision element to change behavior. •  Find and Create records. Flows do not run in system mode – Person clicking the button must have appropriate rights!


Solution Overview - Steps

•  Button to call the Flow •  Lookup the User (For Error Handling) •  Lookup the Opportunity information •  Lookup the Account – Is Account information filled out?

•  If not, present Screen to add in Account Information, then go to Quote entry.

•  If yes, go to Quote entry. •  Present Quote detail information. •  Create Quote


Solution Overview - Steps

•  Present Products to User. •  Present Quantity and Pricing. •  Ask User to add more products or not •  If yes, go back to Present Products to User. •  When done adding products, Create Quote Line Items

and Update Quote.


Getting Advanced – Visualforce Flow Page

Why? •  Send variables to the Flow. •  Redirect to record created in the Flow. •  Start to learn code! •  Use CSS to redesign the look and feel.


Getting Advanced – Visualforce Flow Page


Screen Shots – Acct & Quote Entry


Screen Shots – Quote Line Items


Demo time!


Gotchas, Tips, and Tricks

•  Make sure all Profiles have the Run Flows System Permission turned on.

•  Remember, Flows run in User Mode. So, individual Field visibility and permissions may restrict a user from running a Flow. To get around (if needed), use Process Builder to launch the Flow as Process Builder runs in System Mode.


Gotchas, Tips, and Tricks

•  Error Reporting – Quotes are high priority for Salesreps - Know the Opportunity, Account, and Rep in each Error message if possible

•  Require at least 1 product, trying to do an update on a null Variable or sObject will give you an error!

•  Use Flows to build your own roll-up fields •  Avoid governor limits, create all Quote Line Items at

the same time using an sObject Collection Variable.


Key Takeaways

•  Admins are now able to do Point and Click development •  Complex business processes can be easily viewed through

the Flow overview (Like built in documentation) •  Developers can create Flows and allows Admins to make

changes as business processes change. •  Use Flows to build Wizards, Automate Processes, and

Create/Update/Delete Related and Nonrelated Records •  Flow IS Development!!! Make sure to do your own

testing!!!


Adoption Matters


@Veltig Veltig.com

Jeremiah Dohn Business Systems Analyst ACI Worldwide @jmdohn

Measure customer satisfaction

Measure internal client satisfaction

Have a means to enter surveys from external sources

Business Challenge

An extensible survey solution – can be used for a variety of business units

Can change the look and feel for different surveys

Underlying survey can easily be configured easily for changing business needs

If the user doesn’t have the proper key, for security reasons, don’t allow completion of the survey

Most of all, make it “publically” available, aka internal / external clients can complete the survey

Requirements

Why flow?

Well, we need some visualforce to handle redirection of the page if there isn’t a survey record (i.e. the record went poof or someone is trying to brute force). Flow allows for configuration of:

•  text displayed •  business processes

WITHOUT coding

Requirements

Okay, so what does that mean?

Less coding = more time to focus on other things

More time to focus on other things = agility

Agility = better satisfying business needs and customer satisfaction

Who doesn’t want a more satisfied customer?

Requirements

Just like building a strong a sturdy ship, there must be a good keel, or foundation

The framework is designed to meet a majority of uses:

1.  The survey checks to see if the survey is valid

2.  Does the survey exist?

3.  Get the template and the questions to be asked

4.  Ask the questions and get the choices

5.  Assign the answers to the survey responses object

6.  Confirm that the answers should be submitted

7.  Thank the respondent

Solution

 Public access settings

 Remember that all objects must be visible to the user? The same holds true for public sites.

 To fix:

 Setup | Develop | Sites | Your Site Name | Public Access Settings

Gotchas!

 Static Resources

If you want your static resource to be available for a “default” page, the cache setting must be set to public.

 To fix:

 Setup | Develop | Static Resource | Your Static Resource

Gotchas!

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The Business of Flow - Point and Click Workflow Applications

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