Post on 18-Nov-2014
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Fusion-io Confidential—Copyright © 2013 Fusion-io, Inc. All rights reserved.Fusion-io Confidential—Copyright © 2013 Fusion-io, Inc. All rights reserved.
Salesforce Visual Workflow
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Why Flows?
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Flow Examples
▸ Online• Web self-service guides
• Trouble shooting wizards
▸ Front office call center• Customer support
• Inbound/outbound sales
• Order management
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How We Use Flows
▸Submit Order button to verify order is ready
▸Add name to opportunity• Edit permissions unnecessary
▸New Account Request
▸Replace the convert button in leads to include a short survey for Inside Sales rep
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Demonstration
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Tips and Tricks
▸ SAVE, SAVE, SAVE!• Just like your middle school computer teacher taught
▸ Use consistency when naming field values/resources
▸ Link button to flow• Point to URL - /flow/…
▸ Getting data from records into flows• /flow/Submit_Order?vaOptyID={!
Opportunity.Id}&vaOptyName={!Opportunity.Name}
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Resources
▸ Github/Visual Workflow Sample AppExchange Pack • https://github.com/raja-sfdc/
▸ Cloud Flow Designer Workbook
▸ Apex Developers Guide
▸ Visualforce Developers Guide
▸ Salesforce On-line Help
▸ Discussion Board Forums• http://boards.developerforce.com/t5/Visual-Workflow/bd-p/visual-workflow
▸ Self-paced Training • Visual Workflow: Cloud Flow Designer
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