SFDC Visual Flow

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SFDC Visual Flow

  1. 1. Salesforce Visual Workflow Fusion-io Confidential—Copyright © 2013 Fusion-io, Inc. All rights reserved.
  2. 2. Why Flows? February 7, 2013 Fusion-io Confidential 2
  3. 3. Flow Examples ▸ Online • Web self-service guides • Trouble shooting wizards ▸ Front office call center • Customer support • Inbound/outbound sales • Order management February 7, 2013 Fusion-io Confidential 3
  4. 4. How We Use Flows▸ Submit Order button to verify order is ready▸ Add name to opportunity • Edit permissions unnecessary▸ New Account Request▸ Replace the convert button in leads to include a short survey for Inside Sales rep February 7, 2013 Fusion-io Confidential 4
  5. 5. Demonstration February 7, 2013 Fusion-io Confidential 5
  6. 6. February 7, 2013 Fusion-io Confidential 6
  7. 7. Tips and Tricks ▸ SAVE, SAVE, SAVE! • Just like your middle school computer teacher taught ▸ Use consistency when naming field values/resources ▸ Link button to flow • Point to URL - /flow/… ▸ Getting data from records into flows • /flow/Submit_Order?vaOptyID={!Opportunity.Id}&vaOptyName= {!Opportunity.Name} February 7, 2013 Fusion-io Confidential 7
  8. 8. Resources▸ Github/Visual Workflow Sample AppExchange Pack • https://github.com/raja-sfdc/▸ Cloud Flow Designer Workbook▸ Apex Developers Guide▸ Visualforce Developers Guide▸ Salesforce On-line Help▸ Discussion Board Forums • http://boards.developerforce.com/t5/Visual-Workflow/bd-p/visual-workflow▸ Self-paced Training • Visual Workflow: Cloud Flow Designer February 7, 2013 Fusion-io Confidential 8
  9. 9. THANK YOUfusionio.com | R E D E F I N E W H AT ’ S P O S S I B L E

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