Introduction to Workflow and Approvals
-
Upload
salesforce -
Category
Business
-
view
2.922 -
download
0
description
Transcript of Introduction to Workflow and Approvals
![Page 1: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/1.jpg)
Introduction to Workflow and Approvals
DevelopersSidd Singh: salesforce.comMike Bundy: Insulet Corporation
![Page 2: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/2.jpg)
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.
![Page 3: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/3.jpg)
Sidd Singh
salesforce.com
![Page 4: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/4.jpg)
Code ?
![Page 5: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/5.jpg)
Automated: 28 Workflows 1 Approval Process only 4 Triggers
![Page 6: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/6.jpg)
Mike Bundy
Insulet Corporation
![Page 7: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/7.jpg)
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
![Page 8: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/8.jpg)
Agenda
Workflow– What, Why
– Mechanics
– Business Scenario Insulet
Approval Process
Roadmap
Questions!
![Page 9: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/9.jpg)
What is Workflow Automate key business processes without code
![Page 10: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/10.jpg)
How does it help your business ?
Efficiency
Control
Flexibility
Risk Reduction
Cost Savings
Customer SatisfactionProcess Automation
![Page 11: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/11.jpg)
Think Workflow
Business Workflow
Information Alerts Email Alerts
Field Updates
Tasks
Time Dependent
Allocate Tasks
Status Updates
Message External System
Immediate /
Information Alerts
![Page 12: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/12.jpg)
Workflow Mechanics
Expense Management Application
<< Add Visual: Screenshot of Series Object >>
![Page 13: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/13.jpg)
Automate Immediate Actions
Send email for a large upcoming expense
![Page 14: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/14.jpg)
Automate Time Based Actions
Create task 2 weeks before start of business event
![Page 15: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/15.jpg)
Insulet Business Scenario
Righting the User’s Wrong
![Page 16: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/16.jpg)
Insulet Business Scenario Setup
![Page 17: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/17.jpg)
What is an Approval Process
Automated process to approve records in Salesforce
<< Add Visual: Image depicting automated Approvals >>
![Page 18: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/18.jpg)
Approval Process Mechanics
Large expenses approved by Sales Manager, Director
![Page 19: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/19.jpg)
Insulet Business Scenario
Reimbursement of trainings conducted by a contracted
CPT (Certified Pod Trainer).
![Page 20: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/20.jpg)
Insulet Business Scenario Setup
![Page 21: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/21.jpg)
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
![Page 22: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/22.jpg)
Key Take Aways
![Page 23: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/23.jpg)
Road Map
Chatterize Workflow, Approvals
Tighter Integration with Flow
Advanced Time Queue
Standard Cross Object Workflow
![Page 24: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/24.jpg)
Q & A
![Page 25: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/25.jpg)
Introduction to Workflow and Approvals
![Page 26: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/26.jpg)
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
![Page 27: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/27.jpg)
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!
![Page 28: Introduction to Workflow and Approvals](https://reader036.fdocuments.us/reader036/viewer/2022081414/54c1344c4a7959457c8b4598/html5/thumbnails/28.jpg)
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