The Power of Flow: Advanced Workflow Techniques
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Step Up Your Workflow: Advance Visual Workflow August 27 th 2014
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Description: Flow is a powerful tool that can automate any repetitive task or process. With Flow you can collect, update, and create Salesforce information, and then make those flows available to the right users or systems. Flows can execute logic, interact with the Salesforce database, call Apex classes, and guide users through screens for collecting and updating data. The best part is that you can do all of this without using any code! While Flow can enable you to do a lot without coding, there are tricks, techniques, and tactics that can make working with Flow easier. In Summer ‘14 we’ve introduced new variable types, logic operators, and the ability to launch a flow without requiring a user. In this webinar we’ll show some of those techniques to make working with Flows easier, how to launch a Flow without requiring a user to start it, how to use loops and sObject variables, and how to use Visualforce pages to style Flow screens. Key Takeaways: ::Learn techniques to make working with Visual Workflow easier ::Understand best practices for debugging Flows ::See how to launch a Flow without clicking a button ::Build a Flow that uses Visualforce pages for styling and making mobile Flows Intended Audience: This session is for Salesforce System Administrators, as well as Developers who want to learn more about Visual Workflow. No coding required! Recommended Resources and Videos: https://developer.salesforce.com/en/events/webinars/power_of_flow
Transcript of The Power of Flow: Advanced Workflow Techniques
Step Up Your Workflow:Advance Visual WorkflowAugust 27th 2014
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Safe Harbor
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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.
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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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Salesforce Developers
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Salesforce DevelopersThe video will be posted to YouTube
& the webinar recap page (same URL as registration).
This webinar is being recorded!
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Have Questions?
Don’t wait until the end to ask your question! – Technical support will answer questions starting now.
Respect Q&A etiquette– Please don’t repeat questions. The support team is
working their way down the queue.
Stick around for live Q&A at the end– Speakers will tackle more questions at the end, time-
allowing.
Head to Developer Forums– More questions? Visit developer.salesforce.com/forums
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Agenda
• Quick Recap of Visual Workflow
• Best practices of when building Flows – including debugging
• How to launch a Flow without requiring a user
• How to build a Flow with a Loop
• How to embed a Flow in a Visual Force page
• How to style Flow Screens and make them mobile
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Why Salesforce?
IdeaBuild App
Idea
buy & setup
hardware
install complex software
define user
access
build & test
security
make it mobile &
social
setup reporting
& analytics
build app
Traditional Platforms
6-12 Months?
App
App
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Develop, package and instantly deploy apps
Access rich APIs and frameworks
Code in your favorite language
Add fields, design layouts, and manage users
Point-and-click workflow & business logic
Drag-and-drop reports and dashboards
Programmatic Declarative
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Recap on Visual Workflow
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What is Visual Workflow
Declarative toolset to build and execute processes related to Salesforce domains: Marketing, sales, service and support
Extensible via APEX and Visualforce
Currently working on the ability to handle any process required within Marketing, Sales, Service, Support– BPM “Light”
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Understanding Flows
Flows are visual representations of a series of events– They can contain multiple decisions (if / then), branching, and looping logic
– 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 the owner be, and what are the required fields for creating a new record?
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Flows Components
Cloud Flow Designer
Flow Management
Flow Runtime
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Flow Best Practices
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Flow Best Practices
Design before you build
Think through your data and variables– Build a convention for you variables
Use IDs to bring data into the Flow
Test! How?
– Use Screens to debug or emails for headless
– Don’t forget the Fault Connector!
Data operations in loops
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Debugging Flows
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Fault Message
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Fault Connector
What it does: – Flow will generate system error messages when it
encounter a fault
– Flow has a system variable to handle text of these error :$FlowSystemFaulMessage
– You have to tell Flow what to do with them or you won’t see them
– Fault connector can display or email the error
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Flow Error Emails
The last person to modify the Flow should receive an email on the error
You’ll only get email – unless you use the fault connector
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Trigger Ready Flows
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Trigger Ready Flow
How to turn the Flow from the last webinar into headless – auto lead processing
Create a workflow rule to fire a Flow Trigger
Create a Flow Trigger to fire the Flow
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Account Reassignment Flow
Flow to reassign accounts based on rating (hot, warm, cold.
User supplies relevant UserNames
Elements Required– Fast Lookups
– Loop
– Fast Update
– Screen Element
– Email Action
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Let’s Build The Flow
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Survey
Your feedback is crucial to the successof our webinar programs. Thank you!
http://bit.ly/advflow
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October 13-16, 2014 • San
Francisco, CA
$899 DEVELOPER DISCOUNT CODE:
D14DVLPR
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Developers @ Connections
bit.ly/Devs2Connect14
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Q&ABill Takacs
Product Manager, Visual Workflow
sfdcbill
If we don’t get to your question you can post them at:
Workflow Success Community: http://bit.ly/successqa
Developer Forum: http://bit.ly/devforumqa
