Cloud flow designer: Salesforce.com

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Introduction to using Salesforce.com Cloud flow Designer

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Cloud flow designer: Salesforce.com

  1. 1. Cloud Flow Designer Introduction Michelle Emanuel mtemanuel@yahoo.com All the information within this document remain the property of Coquisoft, Inc 2/5/2014 1
  2. 2.    Introduction to Salesforce.com Cloud Flow Designer Provide an overview to developing a simple wizard Show a more complex wizard developed using Cloud Flow Designer All the information within this document remain the property of Coquisoft, Inc 2/5/2014 2
  3. 3.      Purpose of the flows is to guide users through screens for collecting and updating data – in my case I used them to guide volunteers to enter and schedule trips for volunteers Elements are the building blocks of flows Each element represents an action Actions are connected into flows and then variables, formulas are used to manipulate the data throughout and if you really want to manipulate the data you can plug-in an Apex class Visual Workflow has 3 aspects: ◦ Flow design ◦ Flow Management ◦ Flow Run time All the information within this document remain the property of Coquisoft, Inc 2/5/2014 3
  4. 4.      Loading data from the Donation system requires multiple steps. To reduce the manual steps an intermediate temporary object was created and a trigger was attached to the object. The reason was that the Account ID is needed to load the opportunity for the NPSP implementation. The trigger cannot be attached to the opportunity object because there are 6 triggers associated with that object and we don’t have the code for the 5 managed packages. In addition I really did not want to change these managed packages. This left me with the solution of creating an intermediate object for the data being loaded in opportunity (donation) where I could hold the data until I populated it with the Account ID from the recently loaded Contacts. The downside is that this intermediate object would have data in it that would not be monitored or cleaned up since I could not delete it with the trigger I just added on the intermediate object since the commit was not complete. The solution was a single wizard once the loading was complete the person doing the loading would select a single button that would do the final cleanup. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 4
  5. 5.    Define your problem – Understand your data design – Entity Relationship Diagram. Develop a high level design. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 5
  6. 6. Select setup To start with you will select a Flows All the information within this document remain the property of Coquisoft, Inc 2/5/2014 6
  7. 7. Get Started Start with a new flow All the information within this document remain the property of Coquisoft, Inc 2/5/2014 7
  8. 8. The first time you start Cloud Flow you will get the opportunity to watch videos to get started. Watch the Video it will go through all the icons on the screen . All the information within this document remain the property of Coquisoft, Inc 2/5/2014 8
  9. 9. Once you clear the video you will start with a blank canvas. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 9
  10. 10. Sketch out your design using the Step Draft tool from the palette. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 10
  11. 11. Record Look up First you will identify if you will be looking up a Standard or Custom Object Then identify Standard or Custom field in the Object Then select the operator If you want to add additional filters then add a row. Then enter the value you can create a new value or as in this case use a system value All the information within this document remain the property of Coquisoft, Inc 2/5/2014 11
  12. 12. Save flow Note Error if you go to save. Unless you are going to save the fields to variables you will get this select the trash can to allow you to save. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 12
  13. 13. Save flow You will get the warnings when you save because of the steps still in the flow and because I have not identified a starting point. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 13
  14. 14. Identify the start of the flow This is how you select the starting element. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 14
  15. 15. Make a Decision The Default Outcome would be the else outcome The decision logic from the Palette acts much like an If then else conditional statement. Provide a name and it will appear when you make the connection What is your conditional statement? You can add multiple conditions and either “and” them or “or” them All the information within this document remain the property of Coquisoft, Inc 2/5/2014 15
  16. 16. Create a loop Placing this decision and the lookup created a loop in the logic the loop is a “do while” there is still a record to look up in the object delete it The else condition The names from the decision of the statements All the information within this document remain the property of Coquisoft, Inc 2/5/2014 16
  17. 17. Delete a Record Identify the Object Define the criteria of the records to delete add as many rows as needed to specify the select for the records. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 17
  18. 18. Display Content to the Screen This is the component that you will use to interact with your user, to request input and to provide information. In this case I displayed the output that the wizard was complete. The field output can be formatted using HTML markup. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 18
  19. 19. Activate the Flow The flow will need to be activated and once activated its status will become Active. Further modifications will be saved to a new version of the flow. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 19
  20. 20.    The next steps is to make the wizard available Select the app or apps for the wizard Make a tab using visualforce tab and assign to an app. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 20
  21. 21.   The following slides introduce additional choices for the selections available for components You may not use all that is available but there are many choices. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 21
  22. 22. Complex flow Available sub-flows will appear on the palette One flow can invoke other sub-Flows All the information within this document remain the property of Coquisoft, Inc 2/5/2014 22
  23. 23. Invoking Sub-Flows When invoking a sub-flow you can assign elements or values to pass but they have to be defined appropriately All the information within this document remain the property of Coquisoft, Inc 2/5/2014 23
  24. 24. Invoking Sub-Flows When invoking a sub-flow you can assign elements or values to pass but they have to be defined appropriately not as local All the information within this document remain the property of Coquisoft, Inc 2/5/2014 24
  25. 25. Record Create As part of CRUD this is the “C” and to create a record. Begin identifying the object and then set the fields and the values All the information within this document remain the property of Coquisoft, Inc 2/5/2014 25
  26. 26. Record Update As part of CRUD this is the “U” and to update a record. Begin identifying the object select the record to update. Once the record is identified then update the fields specified. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 26
  27. 27.        Not everything can be done through Cloud flow and sometimes you need an APEX class. You can develop an APEX class and an APEX test class and integrate it into your cloud flow for even more flexibility. From Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow. From the Palette, drag an Apex Plug-in element onto the canvas. The class name and plug-in description are taken from the plug-in code. Enter a name for your new plug-in element. If you haven’t already added a description, click Add Description to do so. On the Inputs tab, assign values to the Apex parameters. Required parameters are automatically listed as targets. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 27
  28. 28. APEX Plug-in Classes global class CleanTripName implements Process.Plugin { global Process.PluginResult invoke(Process.PluginRequest request) { } global Process.PluginDescribeResult describe() { }; } All the information within this document remain the property of Coquisoft, Inc 2/5/2014 28
  29. 29. Adding APEX Classes In addition to adding the APEX classes to the palette you can pass arguments to the class and get return values from the APEX class. All the information within this document remain the property of Coquisoft, Inc 2/5/2014 29

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