Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
SlideShare a Scribd company logo

The Business of Flow - Point and Click Workflow Applications

•
•
Dreamforce
Dreamforce

Salesforce Visual Workflow is a power "clicks not code" tool you can use to automate work and build workflow applications. In this session we'll cover two in-depth real work workflow applications built by customers using Visual Workflow. They'll detail their use case, show how they got started, what it took to build, and demo their applications. Watch the video now: https://www.youtube.com/watch?v=2PhDeQgKzLY

1 of 30
Download to read offline
The Business of Flow ​ Bill Takacs ​ Product Manager ​ btakacs@salesforce.com ​ Rich Englhardt ​ Senior Consultant – Veltig ​ Rich.Englhard@VeltigConsulting.com ​ Jeremiah Dohn ​ Business Systems Analyst ACI Worldwide ​ @jmdohn
Safe 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 product or service availability, 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, new products and services, 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 any litigation, risks associated with completed and any 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 and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures 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 presentations, 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. Safe Harbor
Optimize your Operations Delight your Users Liberate your Data Veltig.com
Optimize, Delight, Liberate Rich Englhard Senior Consultant Office: 949-860-9024 Cell: 310-947-4951 Rich.E@Veltig.com @developingflow LinkedIn.com/in/Englhard www.DevelopingFlow.com www.Veltig.com
Started using Salesforce March 21st, 2014 No coding experience, light HTML and CSS knowledge Flownatic! – Using logic to be able to create complex business processes without code! About Me
​ Create complex business processes with Flow ​ No Test classes required Point and Click Development Tools
Optimize, Delight, Liberate Customer Issue •  Reps were quoting through Microsoft Word. •  Quotes were incorrectly calculated, causing undercharging or overcharging of customers. •  Wanted management to be able to approve quotes in Salesforce. •  Opportunity needed a Contact and Account needed an Address to create a Quote.
Optimize, Delight, Liberate Solution Requirements •  Create a Wizard to quickly and easily create quotes in Salesforce. •  Adjust pricing easily. •  Built in Salesforce to send to Management for Approvals. •  Require an Opportunity Contact and Address on the Account.
Optimize, Delight, Liberate Solution Overview Flows to the rescue!!! •  Flows can called from a button click. •  Use a decision element to change behavior. •  Find and Create records. Flows do not run in system mode – Person clicking the button must have appropriate rights!
Optimize, Delight, Liberate Solution Overview - Steps •  Button to call the Flow •  Lookup the User (For Error Handling) •  Lookup the Opportunity information •  Lookup the Account – Is Account information filled out? •  If not, present Screen to add in Account Information, then go to Quote entry. •  If yes, go to Quote entry. •  Present Quote detail information. •  Create Quote
Optimize, Delight, Liberate Solution Overview - Steps •  Present Products to User. •  Present Quantity and Pricing. •  Ask User to add more products or not •  If yes, go back to Present Products to User. •  When done adding products, Create Quote Line Items and Update Quote.
Optimize, Delight, Liberate Getting Advanced – Visualforce Flow Page Why? •  Send variables to the Flow. •  Redirect to record created in the Flow. •  Start to learn code! •  Use CSS to redesign the look and feel.
Optimize, Delight, Liberate Getting Advanced – Visualforce Flow Page
Optimize, Delight, Liberate Screen Shots – Acct & Quote Entry
Optimize, Delight, Liberate Screen Shots – Quote Line Items
Optimize, Delight, Liberate Demo time!
Optimize, Delight, Liberate Gotchas, Tips, and Tricks •  Make sure all Profiles have the Run Flows System Permission turned on. •  Remember, Flows run in User Mode. So, individual Field visibility and permissions may restrict a user from running a Flow. To get around (if needed), use Process Builder to launch the Flow as Process Builder runs in System Mode.
Optimize, Delight, Liberate Gotchas, Tips, and Tricks •  Error Reporting – Quotes are high priority for Salesreps - Know the Opportunity, Account, and Rep in each Error message if possible •  Require at least 1 product, trying to do an update on a null Variable or sObject will give you an error! •  Use Flows to build your own roll-up fields •  Avoid governor limits, create all Quote Line Items at the same time using an sObject Collection Variable.
Optimize, Delight, Liberate Key Takeaways •  Admins are now able to do Point and Click development •  Complex business processes can be easily viewed through the Flow overview (Like built in documentation) •  Developers can create Flows and allows Admins to make changes as business processes change. •  Use Flows to build Wizards, Automate Processes, and Create/Update/Delete Related and Nonrelated Records •  Flow IS Development!!! Make sure to do your own testing!!!
Optimize, Delight, Liberate Adoption Matters Optimize, Delight, Liberate @Veltig Veltig.com
Jeremiah Dohn Business Systems Analyst ACI Worldwide @jmdohn
Measure customer satisfaction Measure internal client satisfaction Have a means to enter surveys from external sources Business Challenge
An extensible survey solution – can be used for a variety of business units Can change the look and feel for different surveys Underlying survey can easily be configured easily for changing business needs If the user doesn’t have the proper key, for security reasons, don’t allow completion of the survey Most of all, make it “publically” available, aka internal / external clients can complete the survey Requirements
Why flow? Well, we need some visualforce to handle redirection of the page if there isn’t a survey record (i.e. the record went poof or someone is trying to brute force). Flow allows for configuration of: •  text displayed •  business processes WITHOUT coding Requirements
Okay, so what does that mean? Less coding = more time to focus on other things More time to focus on other things = agility Agility = better satisfying business needs and customer satisfaction Who doesn’t want a more satisfied customer? Requirements
Just like building a strong a sturdy ship, there must be a good keel, or foundation The framework is designed to meet a majority of uses: 1.  The survey checks to see if the survey is valid 2.  Does the survey exist? 3.  Get the template and the questions to be asked 4.  Ask the questions and get the choices 5.  Assign the answers to the survey responses object 6.  Confirm that the answers should be submitted 7.  Thank the respondent Solution
Demo
​ Public access settings ​ Remember that all objects must be visible to the user? The same holds true for public sites. ​ To fix: ​ Setup | Develop | Sites | Your Site Name | Public Access Settings Gotchas!
​ Static Resources If you want your static resource to be available for a “default” page, the cache setting must be set to public. ​ To fix: ​ Setup | Develop | Static Resource | Your Static Resource Gotchas!
Introducing: Salesforce App Cloud FORCE HEROKU ENTERPRISE THUNDER AppExchange Trailhead Shared Identity & Data Model Integration Shield Trusted and Connected Platform Run all your apps on a trusted platform Speed and Agility Every employee can build fast with clicks or code Complete Enterprise Ecosystem Best place to learn, build, buy, and sell apps

More Related Content

The Business of Flow - Point and Click Workflow Applications

  • 1. The Business of Flow ​ Bill Takacs ​ Product Manager ​ btakacs@salesforce.com ​ Rich Englhardt ​ Senior Consultant – Veltig ​ Rich.Englhard@VeltigConsulting.com ​ Jeremiah Dohn ​ Business Systems Analyst ACI Worldwide ​ @jmdohn
  • 2. Safe 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 product or service availability, 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, new products and services, 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 any litigation, risks associated with completed and any 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 and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures 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 presentations, 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. Safe Harbor
  • 3. Optimize your Operations Delight your Users Liberate your Data Veltig.com
  • 4. Optimize, Delight, Liberate Rich Englhard Senior Consultant Office: 949-860-9024 Cell: 310-947-4951 Rich.E@Veltig.com @developingflow LinkedIn.com/in/Englhard www.DevelopingFlow.com www.Veltig.com
  • 5. Started using Salesforce March 21st, 2014 No coding experience, light HTML and CSS knowledge Flownatic! – Using logic to be able to create complex business processes without code! About Me
  • 6. ​ Create complex business processes with Flow ​ No Test classes required Point and Click Development Tools
  • 7. Optimize, Delight, Liberate Customer Issue •  Reps were quoting through Microsoft Word. •  Quotes were incorrectly calculated, causing undercharging or overcharging of customers. •  Wanted management to be able to approve quotes in Salesforce. •  Opportunity needed a Contact and Account needed an Address to create a Quote.
  • 8. Optimize, Delight, Liberate Solution Requirements •  Create a Wizard to quickly and easily create quotes in Salesforce. •  Adjust pricing easily. •  Built in Salesforce to send to Management for Approvals. •  Require an Opportunity Contact and Address on the Account.
  • 9. Optimize, Delight, Liberate Solution Overview Flows to the rescue!!! •  Flows can called from a button click. •  Use a decision element to change behavior. •  Find and Create records. Flows do not run in system mode – Person clicking the button must have appropriate rights!
  • 10. Optimize, Delight, Liberate Solution Overview - Steps •  Button to call the Flow •  Lookup the User (For Error Handling) •  Lookup the Opportunity information •  Lookup the Account – Is Account information filled out? •  If not, present Screen to add in Account Information, then go to Quote entry. •  If yes, go to Quote entry. •  Present Quote detail information. •  Create Quote
  • 11. Optimize, Delight, Liberate Solution Overview - Steps •  Present Products to User. •  Present Quantity and Pricing. •  Ask User to add more products or not •  If yes, go back to Present Products to User. •  When done adding products, Create Quote Line Items and Update Quote.
  • 12. Optimize, Delight, Liberate Getting Advanced – Visualforce Flow Page Why? •  Send variables to the Flow. •  Redirect to record created in the Flow. •  Start to learn code! •  Use CSS to redesign the look and feel.
  • 13. Optimize, Delight, Liberate Getting Advanced – Visualforce Flow Page
  • 14. Optimize, Delight, Liberate Screen Shots – Acct & Quote Entry
  • 15. Optimize, Delight, Liberate Screen Shots – Quote Line Items
  • 17. Optimize, Delight, Liberate Gotchas, Tips, and Tricks •  Make sure all Profiles have the Run Flows System Permission turned on. •  Remember, Flows run in User Mode. So, individual Field visibility and permissions may restrict a user from running a Flow. To get around (if needed), use Process Builder to launch the Flow as Process Builder runs in System Mode.
  • 18. Optimize, Delight, Liberate Gotchas, Tips, and Tricks •  Error Reporting – Quotes are high priority for Salesreps - Know the Opportunity, Account, and Rep in each Error message if possible •  Require at least 1 product, trying to do an update on a null Variable or sObject will give you an error! •  Use Flows to build your own roll-up fields •  Avoid governor limits, create all Quote Line Items at the same time using an sObject Collection Variable.
  • 19. Optimize, Delight, Liberate Key Takeaways •  Admins are now able to do Point and Click development •  Complex business processes can be easily viewed through the Flow overview (Like built in documentation) •  Developers can create Flows and allows Admins to make changes as business processes change. •  Use Flows to build Wizards, Automate Processes, and Create/Update/Delete Related and Nonrelated Records •  Flow IS Development!!! Make sure to do your own testing!!!
  • 20. Optimize, Delight, Liberate Adoption Matters Optimize, Delight, Liberate @Veltig Veltig.com
  • 21. Jeremiah Dohn Business Systems Analyst ACI Worldwide @jmdohn
  • 22. Measure customer satisfaction Measure internal client satisfaction Have a means to enter surveys from external sources Business Challenge
  • 23. An extensible survey solution – can be used for a variety of business units Can change the look and feel for different surveys Underlying survey can easily be configured easily for changing business needs If the user doesn’t have the proper key, for security reasons, don’t allow completion of the survey Most of all, make it “publically” available, aka internal / external clients can complete the survey Requirements
  • 24. Why flow? Well, we need some visualforce to handle redirection of the page if there isn’t a survey record (i.e. the record went poof or someone is trying to brute force). Flow allows for configuration of: •  text displayed •  business processes WITHOUT coding Requirements
  • 25. Okay, so what does that mean? Less coding = more time to focus on other things More time to focus on other things = agility Agility = better satisfying business needs and customer satisfaction Who doesn’t want a more satisfied customer? Requirements
  • 26. Just like building a strong a sturdy ship, there must be a good keel, or foundation The framework is designed to meet a majority of uses: 1.  The survey checks to see if the survey is valid 2.  Does the survey exist? 3.  Get the template and the questions to be asked 4.  Ask the questions and get the choices 5.  Assign the answers to the survey responses object 6.  Confirm that the answers should be submitted 7.  Thank the respondent Solution
  • 27. Demo
  • 28. ​ Public access settings ​ Remember that all objects must be visible to the user? The same holds true for public sites. ​ To fix: ​ Setup | Develop | Sites | Your Site Name | Public Access Settings Gotchas!
  • 29. ​ Static Resources If you want your static resource to be available for a “default” page, the cache setting must be set to public. ​ To fix: ​ Setup | Develop | Static Resource | Your Static Resource Gotchas!
  • 30. Introducing: Salesforce App Cloud FORCE HEROKU ENTERPRISE THUNDER AppExchange Trailhead Shared Identity & Data Model Integration Shield Trusted and Connected Platform Run all your apps on a trusted platform Speed and Agility Every employee can build fast with clicks or code Complete Enterprise Ecosystem Best place to learn, build, buy, and sell apps