1. An Introduction

2. Agenda
1. Target market
2. How it works
3. Differentiators
4. Pricing

3. Design by
Process
Manage by
Project and Resource

4. Flow Types
1.Recurrent
2.One-time
3.Time-driven

5. ● Fast Food Franchise
● Implement new POS
● In 6,000 stores
● Include external
Recurrent

6. ● Global Clinical Research
● 800+ concurrent projects
● Run for years
● Hundreds of Steps
One-Time

7. Time-Driven
● Technology company
● Multiple concurrent NFL games
● Time-driven, time-constrained
● Google Glass Wizard for technicians

8. Build a
Recurrent Flow

9. Recurrent Flow
Flow Settings

10. Recurrent Flow
Flow Canvas

11. Recurrent Flow
Flow Responsibilities

12. RDeecsuirgrennt Flow
Steps and Connectors

13. Recurrent Flow
Flow Activation

14. REexceucrruetnet Flow
Flow Trigger

15. Recurrent Flow
Step Notification (Chatter)

16. REexceucrruetnet Flow
Step Notification (Mobile)

17. ERxeecucruretnet Flow
Step Execution

18. RMecaunrraegnte Flow
Flow Review (Data Record)

19. RMecaunrraegnte Flow
Flow Review (Visual)

20. RMecaunrraegnte Flow
User Dashboard (Browser)

21. RMecaunrraegnte Flow
User Dashboard (Mobile)

22. RMecaunrraegnte Flow
User Dashboard (Chatter)

23. RMecaunrraegnte Flow
Flow History Review

24. Recurrent Flow
Flow Extension and System Lane

25. Connector Types
Recursive
Parallel
Conditional
Contingent
Recurrent Flow

26. Recurrent Flow
Step Properties

27. FRleocuwrr eBnut iFlldower
Step Actions

28. FRleocuwrr eBnut iFlldower
Sub-Flows

29. Form Builder

30. Form Builder
Form Settings

31. Form Builder
Form Fields and Actions

32. FFoormrm B uBiludeirlder
Form Step Assignment

33. Form Builder
Form Selection

34. Form Builder
Form Generated Mobile App

35. One-Time Flow

36. OPnreo-Tjeimcet FFllooww
Project Record Creation

37. One-Time Flow
Flow Template Selection

38. One-Time Flow
Modified Cloned Flow

39. One-Time Flow
Date Planning

40. OPnreo-Tjeimcet FFllooww
Flow Initiation

41. One-Time Flow
Schedule Management

42. One-Time Flow
Step Management

43. One-Time Flow
Flow Management: Record View

44. OMnea-nTiamgee Flow
Cross-Project Planning and Review

45. One-Time Flow
Project Management: Critical Chain

46. Time-Driven Flow

47. TPimroe-jdercivte Fn lFoloww
Record Creation

48. Time-driven Flow
Flow Creation

49. Step Time Parameters
Time-driven Flow

50. Time-driven Flow
Step Reminders

51. TPimroe-jdercivte Fn lFoloww
Reminder Configuration

52. TPimroe-jdercivte Fn lFoloww
Escalation Configuration

53. Step Rules
Unlike Recurrent Flows, a
project Flow requires a
record to be created first.
Time-driven Flow

54. Tliomwe-driven Flow
Rule Configuration

55. Time-driven Flow
Action Assignment

56. Time-driven Flow
Email Action Configuration

57. TPimroe-jdercivte Fn lFoloww
Email Action Configuration (Advanced)

58. Time-driven Flow
Form Design

59. Time-driven Flow
Form Rendering in SF1

60. Wizard

61. Wizard Rendering in
Google Glass

62. Visual Business Rules

63. Differentiators
1. Process + Project (+ Resource)
2. Simple, yet Powerful
3. Salesforce Platform
4. Completely Customizable
5. Non-Disruptive
6. Simple Pricing Model

64. Pricing