The Power of Flow: Advanced Workflow Techniques


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Flow is a powerful tool that can automate any repetitive task or process. With Flow you can collect, update, and create Salesforce information, and then make those flows available to the right users or systems. Flows can execute logic, interact with the Salesforce database, call Apex classes, and guide users through screens for collecting and updating data. The best part is that you can do all of this without using any code!

While Flow can enable you to do a lot without coding, there are tricks, techniques, and tactics that can make working with Flow easier. In Summer ‘14 we’ve introduced new variable types, logic operators, and the ability to launch a flow without requiring a user.

In this webinar we’ll show some of those techniques to make working with Flows easier, how to launch a Flow without requiring a user to start it, how to use loops and sObject variables, and how to use Visualforce pages to style Flow screens.

Key Takeaways:

::Learn techniques to make working with Visual Workflow easier
::Understand best practices for debugging Flows
::See how to launch a Flow without clicking a button
::Build a Flow that uses Visualforce pages for styling and making mobile Flows

Intended Audience:

This session is for Salesforce System Administrators, as well as Developers who want to learn more about Visual Workflow. No coding required!

Recommended Resources and Videos:

Published in: Technology

The Power of Flow: Advanced Workflow Techniques

  1. 1. Step Up Your Workflow: Advance Visual Workflow August 27th 2014
  2. 2. #forcewebinar Speaker Bill Takacs Product Manager, Visual Workflow sfdcbill
  3. 3. Safe Harbor 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, 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 intellectual property and other l itigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our abi lity 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, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This 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., inc. assumes no obligation and does not intend to update these forward-looking statements. #forcewebinar
  4. 4. Go Social! @salesforcedevs / #forcewebinar Salesforce Developers Salesforce Developers Salesforce Developers +Salesforce Developers #forcewebinar This webinar is being recorded! The video will be posted to YouTube & the webinar recap page (same URL as registration).
  5. 5. Have Questions?  Don’t wait until the end to ask your question! – Technical support will answer questions starting now.  Respect Q&A etiquette – Please don’t repeat questions. The support team is working their way down the queue.  Stick around for live Q&A at the end – Speakers will tackle more questions at the end, time-allowing.  Head to Developer Forums – More questions? Visit #forcewebinar
  6. 6. Agenda • Quick Recap of Visual Workflow • Best practices of when building Flows – including debugging • How to launch a Flow without requiring a user • How to build a Flow with a Loop • How to embed a Flow in a Visual Force page • How to style Flow Screens and make them mobile #forcewebinar
  7. 7. Why Salesforce? Idea #forcewebinar Build App Idea buy & setup hardware install complex software define user access build & test security make it mobile & social setup reporting & analytics build app Traditional Platforms 6-12 Months? App App
  8. 8. Programmatic Declarative Develop, package and instantly deploy apps Access rich APIs and frameworks Code in your favorite language #forcewebinar Add fields, design layouts, and manage users Point-and-click workflow & business logic Drag-and-drop reports and dashboards
  9. 9. #forcewebinar Recap on Visual Workflow
  10. 10. What is Visual Workflow  Declarative toolset to build and execute processes related to Salesforce domains: Marketing, sales, service and support  Extensible via APEX and Visualforce  Currently working on the ability to handle any process required within Marketing, Sales, Service, Support– BPM “Light” #forcewebinar
  11. 11. Understanding Flows  Flows are visual representations of a series of events – They can contain multiple decisions (if / then), branching, and looping logic – You can do more than creating tasks, field updates, and send emails – you can also create, update, and delete multiple records – and embed a flow within a flow  When creating a Flow, there are a number of things to consider when you’re getting started – What objects do I want to access? – What are the fields I want to access? – If creating a new record, what record types do I want to use, who should the owner be, and what are the required fields for creating a new record? #forcewebinar
  12. 12. Flows Components  Cloud Flow Designer  Flow Management  Flow Runtime #forcewebinar
  13. 13. #forcewebinar Flow Best Practices
  14. 14. Flow Best Practices  Design before you build  Think through your data and variables – Build a convention for you variables  Use IDs to bring data into the Flow  Test! How? – Use Screens to debug or emails for headless – Don’t forget the Fault Connector!  Data operations in loops #forcewebinar
  15. 15. #forcewebinar Debugging Flows
  16. 16. Fault Message #forcewebinar
  17. 17. Fault Connector  What it does: – Flow will generate system error messages when it encounter a fault – Flow has a system variable to handle text of these error :$FlowSystemFaulMessage – You have to tell Flow what to do with them or you won’t see them – Fault connector can display or email the error #forcewebinar
  18. 18. Flow Error Emails  The last person to modify the Flow should receive an email on the error  You’ll only get email – unless you use the fault connector #forcewebinar
  19. 19. #forcewebinar Trigger Ready Flows
  20. 20. Trigger Ready Flow  How to turn the Flow from the last webinar into headless – auto lead processing  Create a workflow rule to fire a Flow Trigger  Create a Flow Trigger to fire the Flow #forcewebinar
  21. 21. Account Reassignment Flow  Flow to reassign accounts based on rating (hot, warm, cold.  User supplies relevant UserNames #forcewebinar  Elements Required – Fast Lookups – Loop – Fast Update – Screen Element – Email Action
  22. 22. #forcewebinar Let’s Build The Flow
  23. 23. #forcewebinar Survey Your feedback is crucial to the success of our webinar programs. Thank you!
  24. 24. #forcewebinar October 13-16, 2014 • San Francisco, CA $899 DEVELOPER DISCOUNT CODE: D14DVLPR #devzone
  25. 25. Developers @ Connections #forcewebinar
  26. 26. #forcewebinar Q&A Bill Takacs Product Manager, Visual Workflow sfdcbill If we don’t get to your question you can post them at: Workflow Success Community: Developer Forum: