Prozess-Automation über Flow Trigger

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Prozess-Automation über Flow Trigger

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Prozess-Automation über Flow Trigger

  1. 1. Business Automation with Flow Triggers Marcel Golembiewski Sales Engineer
  2. 2. Overview Demonstration Use Case Examples Agenda BusinessAutomation with Flow Triggers (Release: #Summer14) •  Feature Description •  Business Value •  Apex vs. Flow Triggers •  Setup a Flow to update the opportunity stage when a quote is created •  Create the according workflow rule •  Create the according Flow Trigger •  Verification with simple test •  Collaboration: Leverage auto- collaboration between Sales and Service •  Partner Community:Account assignments to Partner •  HR:Auto-deny applicants depending on interviewer feedback
  3. 3. Declarative Customizing 80% in Salesforce is Point & Click •  Data Model & User Interface •  User Privileges •  Workflows… New in Summer 14: •  Design complex Business Processes with Visual Flow with Drag & Drop which do not require any user interaction (Generally available) •  Flow Trigger as new WorkflowAction in a Workflow Rule (available via pilot program) 80%
  4. 4. Modeling the Business Process •  Design the Flow with Drag & Drop •  Create Branches with own process logic •  Use Loops to process multiple records •  Supported also: –  GlobalActions (e. g. “New Opportunity”) –  Existing WorkflowActions No Apex Triggers for many use cases. Make processes mobile with Chatter Publisher Actions. Prototyping with versioning support.
  5. 5. Who will benefit from Flow Triggers? Developers AdminsEmployeesPartners Your Customers Decrease workload Focus on real development tasks Faster implementation of new business processes Prototyping with Business Owners Less data maintenance Support processes also via mobile devices Proactive notifications Partner Community processes Impress your customers with excellent Service
  6. 6. Demonstration Agenda BusinessAutomation with Flow Triggers (Release: #Summer14) •  Setup a Flow to update the opportunity stage when a quote is created •  Create the according workflow rule •  Create the according Flow Trigger •  Verification with simple test
  7. 7. LIVE
  8. 8. Use Case Examples Agenda BusinessAutomation with Flow Triggers (Release: #Summer14) •  Collaboration: Leverage auto- collaboration between Sales and Service •  Partner Community:Account assignments to Partner •  HR:Auto-deny applicants depending on interview feedback
  9. 9. Collaboration Example: Service Agent identifies Opportunity
  10. 10. Partner Example: Locking Account Assignments
  11. 11. HR Example: auto-reject applicant on negative feedback
  12. 12. More Information on Flow Triggers Check out the Summer 14 Release Notes! (pages 202-210) https://help.salesforce.com/help/pdfs/en/ salesforce_summer14_release_notes.pdf
  13. 13. German Developer User Groups
  14. 14. Marcel Golembiewski Sales Engineer Email: mgolembiewski@salesforce.com Tel: +49 162 103 47 23

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