Prozess-Automation über Flow Trigger

1. Business Automation
with Flow Triggers
Marcel Golembiewski
Sales Engineer

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. 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. 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. 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. 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. LIVE

9. 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

10. Collaboration Example: Service Agent identifies Opportunity

11. Partner Example: Locking Account Assignments

12. HR Example: auto-reject applicant on negative feedback

13. 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

14. German Developer User Groups

16. Marcel Golembiewski
Sales Engineer
Email: mgolembiewski@salesforce.com
Tel: +49 162 103 47 23