Business Process Application Development

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Using Visual Process Manager, developers can now create complex business processes directly on the Force.com platform using a simple point-and-click approach. Looking to extend the capabilities of Visual Process Manager? Developers can now also create their own flow steps by implementing new flow features in Force.com code (Apex). Then you can package and distribute your flows and Force.com extensions on the AppExchange. What does this mean? Visual Process Manager gives you new tools to build a business on the Force.com platform. Join us, and we'll show you how!

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  • Hi and welcome to dreamforce 2010. Wow this thing become bigger and bigger every year!Anyway, my name is Rajaram and I am a product manager here at salesforce.com.I am really excited to be here and show you and demo you one of the most important enhancement in the platform this year – and that is in the area of process automation – tools available to help automate critical processes and build apps around processes.
  • Any purchase decisions customer make should be made based on currently available technology.
  • Please take a moment to read this flow..Seems simple and common-Let me ask you this?How many of you think this is possible?How do you think you can achieve this?How long do you think this would take?
  • Lets take another example…Seems extremely simple..Well, this one is straight from the VF help and guess what, to implement this you need3 pages, 1 custom controller even a bit of javascriptThe number of lines of code you need to write is close to 300!If you have to make a simple change to this – may be split the account and contact in its own page – you need to write additional code,If you want to search for existing accounts based on the info and then provide the option for the user to confirm – you need to write a lot of additional codeWhat if I tell youYou can do this without writing any code and that you can get this going a day or so.Seems improbable but, this is possible with the platform now..
  • Before the was workflow rules and approval processes. These are critical but not sufficient tools to enforce processes or create process centric applications.Workflow rules provided the ability to capture business events and take actions.Approvals gave you the ability to build one of the most common processes which can be automated – approvals.Well not any more, we now have Flow which provides you the ability to create page flows and dynamic forms, rule flows where you can take actions as well as integrate with other systems.All done by using a drag and drop designer and without writing any code..How many people have heard of Visual Process Manager?How many people have heard of Flow?To give some background.. VPM was the product based on our acquisition of a company from Wales England called Informavores. Flow is the name of the technology integrated in the platform. So, Flow is essentially VPM on the salesforce stack.
  • Business Process Application Development

    1. 1. Business Process Application Development<br />Developers<br />Steve Wood: salesforce.com<br />Varadarajan (Raja) Rajaram: salesforce.com<br />
    2. 2. Safe Harbor<br />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 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.<br />The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, 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, risks associated with 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 ended January 31, 2010. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. <br />Any unreleased services or features referenced in this or other 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.<br />
    3. 3. How can this be done?Possible, but not easy<br />
    4. 4. Simple WizardPossible and Probably easy, But Necessary?<br />
    5. 5. Agenda<br />Overview of Flow<br />Flow Demo<br />What is in it for me as a developer?<br />Q & A<br />
    6. 6. Visual Process ManagementMaking life easier<br />Flow<br />Page flow and dynamic forms<br />Rule flow, actions and integration<br />Drag-and-drop designer<br />Approval Processes<br />Record routing & approval<br />Multi-user task management<br />History logging<br />Workflow Rules<br />Business events & rules<br />Declarative triggers<br />Activity monitoring<br />Alerts & actions<br />
    7. 7. How does Flow work?Page and rule flow in the cloud<br />1. Draw the flow as they’d click it<br />3. They follow the steps<br />2.Save it<br />Bam!<br />Flow does all the hard work:<br />Manages<br />data<br />Generates<br />documents<br />Performs<br />calculations<br />Sends<br />emails<br />Integrates<br />with systems<br />Executes<br />business rules<br />Provides<br />Forms<br />
    8. 8. Forget point and click!Drag and Drop Rules!<br />Flow Demo<br />
    9. 9. Flow – What Can I do With it?<br /><ul><li>Wizard style user interfaces
    10. 10. Complex & dynamic business rules like insurance premium calculations
    11. 11. Back office process integration
    12. 12. Paperless environments
    13. 13. Call scripting (telesales)
    14. 14. Lead qualification rules
    15. 15. Product quotation
    16. 16. Product configuration
    17. 17. Assignment rules
    18. 18. Surveys
    19. 19. Call scripting (call center)
    20. 20. Complex problem resolution wizard
    21. 21. Back office process integration</li></li></ul><li>No More IT/Developer Stereotyping<br />
    22. 22. Become Developer Hero<br /><ul><li>Flow is the shared language between business and IT
    23. 23. Helps business move fast unlike traditional IT
    24. 24. Business can focus on processes, developers can focus on providing services
    25. 25. Enables Developer focus on solving complex problems</li></li></ul><li>Flow Plug-in<br />New Apex Interface<br />Process.Plugin<br />Methods to be Implemented<br />Process.PluginResultinvoke(Process.PluginRequest request)<br />Process.PluginDescribeResult describe()<br />
    26. 26. Help Business Move Fast<br />Flow Plug-ins<br />
    27. 27. Make $$$ – Vertical Flows via AppExchange<br />Force.com Flow for Insurance<br />Force.com Flow for Call Scripting/ Help Desk<br />Force.com Flow for Backoffice Process Integration automation<br />Force.com Flow for Tax<br />Force.com Flow for HR<br />Force.com Flow for… <br />Yes …there is a Flow for that !<br />
    28. 28. Flow – What’s coming soon<br />DE edition<br />Visualforce component<br />Sophisticated, dynamic UI<br />Theme pages accordingly<br />Build once run anywhere<br />Sites<br />Portals<br />Long running flows<br />Human task flows<br />
    29. 29. Flow resources<br />Visual Process Manager Resources page on Developer.force.com<br />http://wiki.developerforce.com/index.php/Business_Process_Management#Visual_Process_Manager<br />Video tutorials<br />Embedded Guide in the Designer<br />Includes a quick start guide<br />Your friendly salesforce.com help<br />
    30. 30. Business Process Application Development<br />
    31. 31. Visit the Developer Training and Support Booth in Force.com Zone<br />D I S C O V E R<br />Developer training, certification and support resources <br />that help you achieve<br />S U C C E S S<br />Find us in the Partner Demo Area of <br />Force.com Zone 2nd Floor Moscone West<br />Learn about Developer Certifications<br />Discover Developer Learning Paths<br />
    32. 32. Remember. . .<br /><ul><li>Check Chatter for additional session information
    33. 33. Get your developer Workbooks and Cheat Sheets in the Force.com Zone
    34. 34. Visit for more information related to this topic</li></ul>Don’t forget the survey!<br />
    35. 35. How Could Dreamforce Be Better? Tell Us!<br />Log in to the Dreamforce app to submit<br />surveys for the sessions you attended<br />Use the Dreamforce Mobile app to submit surveys<br />OR<br />Every session survey you submit is a chance to win an iPod nano!<br />

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