Presented in the Admin Theater at Boston World Tour on April 7, 2016.

1. Flows in the Service Console,
Gotta Go with the Flow
Use case, configuration and concerns for using Flow in the Service Console
Duncan Stewart
Principal Application Business Analyst, NxStage Medical, Inc.
dstewart@nxstage.com
@fduncan

2. Forward-Looking Statements
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.

3. The problem(s):
• Tech Support wants to simplify their process
• Logistics, on the other hand, wants more detail
• They both want to reduce the back & forth
Cases have evolved ‘organically’, as product portfolios grow
and business requirements for each department change over time.

4. The solution:
A combination of the Service Console, Custom Objects and Visual Workflow can help increase the
amount of information available to all teams, and minimize the disruption to the existing Case
processes. A little Apex, even less Visualforce, and some quality time in the Flow Designer can
guide your users through the process.

5. Case detail alone

6. Service Console, child records & flow

7. Service Console, child records & flow

8. Flow / custom component, ‘partial state’
Flow has been submitted; Case.Id is unavailable pending a refresh.

9. Flow / custom component, refreshed
Related list is populated, ‘Ready’ message displayed in interview component.

10. Why didn’t the Case update?
In your own scenarios, you may not need to update any Case fields. For all intents and purposes,
you’re free to go. In this one, the rep is in the process of editing the Case, whether it’s capturing
the details of the call the first time, or editing an existing record (they should be adding notes, at
least). What happens if the flow generates a Case update before the rep has finished her edits?
It’s easy to create, modify or delete from within the flow, but timing is key with this one.
• Create a separate flow or trigger driven off the Case save(); wait for the User to finish.
• What if they didn’t make any Case edits? Perhaps a different, time-based mechanism can be associated to
the child records, firing the Case update an hour after the flow completes. Separating this one out provides
greater flexibility, as it’s easier to make edits to a small workflow or trigger.
The flow finished processing, and the related list shows that the child records
were created; why didn’t we update the Case at the same time?

11. Review:
How did we work the magic to easily (for the User, at least) create child records and/or update the
Case while still allowing the standard Case edits to go through?
• Custom Case launch (Salesforce Console Integration Toolkit, Javascript)
• Custom Object to generate the requisite level of detail
• Visual Workflow to guide the process
• Visualforce page with Flow Interview component to launch it *
• Flow / trigger for Case updates
• Flow / trigger for child record deletions..?
• * Using links to launch the flow(s) in console subtabs would take up less room. Tune in next time…

12. The requisite beer reference
(for you know who)

13. Questions?

14. thank y u