Work relay demo v3
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Transcript of Work relay demo v3
![Page 1: Work relay demo v3](https://reader034.fdocuments.us/reader034/viewer/2022042817/55a2e0541a28abfc178b45b2/html5/thumbnails/1.jpg)
An Introduction
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Agenda
1. Target market
2. How it works
3. Differentiators
4. Pricing
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Design by
Process
Manage by
Project and Resource
![Page 4: Work relay demo v3](https://reader034.fdocuments.us/reader034/viewer/2022042817/55a2e0541a28abfc178b45b2/html5/thumbnails/4.jpg)
Flow Types
1.Recurrent
2.One-time
3.Time-driven
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● Fast Food Franchise
● Implement new POS
● In 6,000 stores
● Include external
Recurrent
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● Global Clinical Research
● 800+ concurrent projects
● Run for years
● Hundreds of Steps
One-Time
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● Technology company
● Multiple concurrent NFL games
● Time-driven, time-constrained
● Google Glass Wizard for technicians
Time-Driven
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Build a
Recurrent Flow
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Flow SettingsRecurrent Flow
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Flow CanvasRecurrent Flow
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Flow Responsibilities
Recurrent Flow
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Steps and ConnectorsDesignRecurrent Flow
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Flow Activation
Recurrent Flow
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Flow TriggerExecuteRecurrent Flow
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Step Notification (Chatter)
Recurrent Flow
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Step Notification (Mobile)ExecuteRecurrent Flow
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Step ExecutionExecuteRecurrent Flow
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Flow Review (Data Record)ManageRecurrent Flow
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Flow Review (Visual)ManageRecurrent Flow
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User Dashboard (Browser)ManageRecurrent Flow
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User Dashboard (Mobile)ManageRecurrent Flow
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User Dashboard (Chatter)ManageRecurrent Flow
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Flow History ReviewManageRecurrent Flow
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Flow Extension and System LaneRecurrent Flow
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Connector Types
Recursive
Parallel
Conditional
Contingent
Recurrent Flow
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Step Properties
Recurrent Flow
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Step ActionsFlow BuilderRecurrent Flow
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Sub-FlowsFlow BuilderRecurrent Flow
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Form Builder
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Form SettingsForm Builder
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Form Fields and Actions
Form Builder
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Form Step AssignmentForm BuilderForm Builder
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Form SelectionForm Builder
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Form Generated Mobile AppForm Builder
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One-Time Flow
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Project Record CreationProject FlowOne-Time Flow
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Flow Template Selection
One-Time Flow
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Modified Cloned FlowOne-Time Flow
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Date PlanningOne-Time Flow
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Flow InitiationProject FlowOne-Time Flow
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Schedule Management
One-Time Flow
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Step Management
One-Time Flow
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Flow Management: Record View
One-Time Flow
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Cross-Project Planning and Review
ManageOne-Time Flow
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Project Management: Critical ChainOne-Time Flow
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Time-Driven Flow
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Record Creation Project FlowTime-driven Flow
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Flow CreationTime-driven Flow
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Step Time Parameters
Time-driven Flow
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Step RemindersTime-driven Flow
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Reminder ConfigurationProject FlowTime-driven Flow
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Escalation ConfigurationProject FlowTime-driven Flow
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Step Rules
Unlike Recurrent Flows, a project Flow requires a
record to be created first.
Time-driven Flow
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Rule ConfigurationlowTime-driven Flow
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Action Assignment Time-driven Flow
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Email Action Configuration
Time-driven Flow
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Project FlowTime-driven FlowEmail Action Configuration (Advanced)
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Form DesignTime-driven Flow
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Form Rendering in SF1Time-driven Flow
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Wizard
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Wizard Rendering in
Google Glass
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Visual Business Rules
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Differentiators
1. Process + Project (+ Resource)
2. Simple, yet Powerful
3. Salesforce Platform
4. Completely Customizable
5. Non-Disruptive
6. Simple Pricing Model
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Pricing