Step Up Your Workflow:Advance Visual WorkflowAugust 27th 2014
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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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October 13-16, 2014 • San
Francisco, CA
$899 DEVELOPER DISCOUNT CODE:
D14DVLPR
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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
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