SFDC Visual Flow

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

April 8, 2023 Fusion-io Confidential 2

Why Flows?


Flow Examples

▸ Online• Web self-service guides

• Trouble shooting wizards

▸ Front office call center• Customer support

• Inbound/outbound sales

• Order management


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


Demonstration


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}


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

f u s i o n i o . c o m | R E D E F I N E W H A T ’ S P O S S I B L E

T H A N K Y O U

SFDC Visual Flow

Technology

Transcript of SFDC Visual Flow