Introduction to Workflow and Approvals


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Not all logic needs to be coded programmatically.'s workflow and approvals engine lets you easily invoke tasks such as email alerts, database updates, or messaging based on a set of triggering events. This session demonstrates the platform's basic workflow capabilities, including approvals.

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  • Thanks Mike. Alright here is our agenda for today. First we will talk about workflow – What is it, Why does it matter/how does it add value to your business. We’ll look at the mechanics of creating workflows, spend some time creating some sample workflows. Then we’ll look at how Mike is using workflows at Insulet.Next we’ll repeat the same for Approval ProcessMany of you are probably curious about the Roadmap for Workflow and Approvals, so will touch on that.And we will leave enough time for questions in the end.Let’s get started!
  • Aside from being simple, workflow is extremely powerful since you can take most common business action and automate it. On the left side you have some business actions that should be a signal for you to think “Ah that’s workflow”. On the right is the corresponding workflow action that can be used to automate the business action.Let’s say you want to alert a person or a group of people with new information, you can automate that with workflow email alerts e.g. alert a department that inventory is running low.If you want to allocate tasks based on rules you should use workflow tasks e.g. create a task for a sales engineer to start an RFP response based on opportunity date.If there is a need to update the information on a record, typically status, in an automated way use workflow field updates e.g. set the status of a job application record to closed once the candidate has accepted the job offer. Finally if you want to send a message to an external system, use Outbound Messages. These are SOAP messages that are essentially notifications that are sent out from salesforce e.g. message an external HR system to initiate the reimbursement process for an approved expense report.Finally, another dimension to workflow actions is- you can specify an immediate action e.g. send an email now- or a time dependent action e.g. send an email 2 days before the close date on an opportunity
  • Introduction to Workflow and Approvals

    1. 1. Introduction to Workflow and Approvals<br />Developers<br />Sidd Singh:<br />Mike Bundy: Insulet Corporation<br />
    2. 2. Safe Harbor<br />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 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.<br />The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, 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 litigation, risks associated with 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 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-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site. <br />Any unreleased services or features referenced in this or other 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.<br />
    3. 3. Sidd Singh<br /><br />
    4. 4. Code ?<br />
    5. 5. Automated: 28 Workflows 1 Approval Process only 4 Triggers<br />
    6. 6. Mike Bundy<br />Insulet Corporation<br />
    7. 7. About Insulet Corporation<br />Insulet Corporation is a medical device company that developed the world’s first tubing-free insulin pump, OmniPod.<br />Salesforce Implementation Highlights<br /><ul><li>Customized Case Management
    8. 8. Medical Insurance recorded for all Patients
    9. 9. CPT (Certified Pod Trainers) Portal</li></li></ul><li>Agenda<br />Workflow<br />What, Why<br />Mechanics<br />Business Scenario Insulet<br />Approval Process<br />Roadmap<br />Questions!<br />
    10. 10. What is Workflow<br />Automate key business processes without code<br />
    11. 11. How does it help your business ?<br />Risk Reduction<br />Efficiency<br />Control<br />Flexibility<br />Customer Satisfaction<br />Process Automation<br />Cost Savings<br />
    12. 12. Think Workflow<br />Workflow<br />Business<br />Email Alerts<br />Information Alerts<br />Tasks<br />Allocate Tasks<br />Field Updates<br />Status Updates<br />Message External System<br />Information Alerts<br />Immediate / <br />Time Dependent<br />
    13. 13. Workflow Mechanics<br />Expense Management Application<br /> << Add Visual: Screenshot of Series Object >><br />
    14. 14. Automate Immediate Actions<br />Send email for a large upcoming expense<br />
    15. 15. Automate Time Based Actions<br />Create task 2 weeks before start of business event<br />
    16. 16. Insulet Business Scenario<br /><ul><li>Righting the User’s Wrong</li></li></ul><li>Insulet Business Scenario Setup<br />
    17. 17. What is an Approval Process<br />Automated process to approve records in Salesforce<br /><< Add Visual: Image depicting automated Approvals >><br />
    18. 18. Approval Process Mechanics<br /><ul><li>Large expenses approved by Sales Manager, Director </li></li></ul><li>Insulet Business Scenario<br /><ul><li>Reimbursement of trainings conducted by a contracted CPT (Certified Pod Trainer).</li></li></ul><li>Insulet Business Scenario Setup<br />
    19. 19. Value Derived by Insulet<br />Previous (manual) Process<br />Training forms faxed to single approver <br />Approver would review, fill out reimbursement form, manually update fields in Salesforce<br />New (automated) Process<br />Forms attached to training record and sent to approver pool<br />Form automatically populated, fields automatically updated in Salesforce<br />
    20. 20. Key Take Aways<br />
    21. 21. Road Map<br />Chatterize Workflow, Approvals<br />Tighter Integration with Flow<br />Advanced Time Queue<br />Standard Cross Object Workflow<br />
    22. 22. Q & A<br />
    23. 23. Introduction to Workflow and Approvals<br />
    24. 24. Visit the Developer Training and Support Booth in Zone<br />D I S C O V E R<br />Developer training, certification and support resources <br />that help you achieve<br />S U C C E S S<br />Find us in the Partner Demo Area of <br /> Zone 2nd Floor Moscone West<br />Learn about Developer Certifications<br />Discover Developer Learning Paths<br />
    25. 25. Remember. . .<br /><ul><li>Check Chatter for additional session information
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    27. 27. Visit for more information related to this topic</li></ul>Don’t forget the survey!<br />
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