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Advanced Uses of
Salesforce’s Login Flows
​ John M. Daniel
​ FinancialForce.com
​ @ImJohnMDaniel
​ 
​ Certified Platform Builder II
​ Certified Advanced Developer
​ Certified Admin
​ Certified Service Cloud Consultant
@ImJohnM...
About
GREAT ALONE. BETTER TOGETHER.
​ Native to Salesforce1™ Platform
since 2009
​ Investors include Salesforce Ventures
​...
​ Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
​ This presentation may contain forwar...
Login Flow Overview
​ What are Login Flows?
​ They are Visual Flows
•  Make use of all basic aspects of Visual Flows
•  UI Elements
•  Logic Elements
•  Data Elements...
Demo #1
​ First Time User
​ Accept Terms of Service
​ Two steps:
•  Define the Visual Flow
•  Bind the flow to profile
Login Flow setup
Define the Flow…
​ Access the Flow menu
Define the Flow…
​ Access the Flow menu
​ Setup a “Screen” element
​  Header elements
​  Welcome text
​  Checkbox for acknowledgement
​  Bu...
​ Access the Flow menu
​ Setup a “Screen” element
​ Add Logic – “Decision” element
•  Element Name
•  “Accepted” outcome
•...
Bind to profile…
​ Access the Login Flows Screen
Bind to profile…
​ Access the Login Flows Screen
​ Setup the assignment to the
specific profile
Bind to profile…
It’s that simple!
So… When Can You
Use Login Flows?
​ First time User Acceptance of Terms and Services
​ Gather More Information On First Time User of Communities
•  “Login W...
Demo #2
​ Sales Pipeline Alert Display
​ Email Based Two Factor Authentication
​ Automatic Registering of QR Codes / Two Factor Authentication
​ Require Two Fact...
But How Do You
Connect Your Flows
to Apex Code?
Process.Plugin
Apex Interface!!!
​ …Wait! …No! That was the old way.
@InvocableMethod
Apex Annotation!!
​ Allows you to expose an Apex class method to the VisualFlow configuration screen.
​ Use @InvocableVariable annotation to ...
Demo #3
​ Advanced Webservice Callout
Questions???
​ Dreamforce ‘15 DevZone Presentations
•  https://github.com/developerforce/df15-devzone-presentations
​ Developer Tech Li...
​ Apex Code Developer’s Guide - @InvocableMethod and @InvocableVariable
•  https://developer.salesforce.com/docs/atlas.en-...
Thanks!
Enjoy #DF15 !!!
Advanced Uses of Salesforce's Login Flows
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Advanced Uses of Salesforce's Login Flows

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It's your user's first login to Salesforce and you need to present them with a message about usage of the system, confirm it was read, collect information to complete their Chatter profile, and send information to your internal audit and compliance systems. Join us to learn how Salesforce Login Flows' use Visual Workflow to build a point-and-click process around user login. Extend your login flows with Apex @InvocableAction methods. Using Login Flows you will engage more directly with your users from the first instant they access your Salesforce environment for better security, compliance, and ease of administration.

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Advanced Uses of Salesforce's Login Flows

  1. 1. Advanced Uses of Salesforce’s Login Flows ​ John M. Daniel ​ FinancialForce.com ​ @ImJohnMDaniel ​ 
  2. 2. ​ Certified Platform Builder II ​ Certified Advanced Developer ​ Certified Admin ​ Certified Service Cloud Consultant @ImJohnMDaniel John M. Daniel ​ Product Services Team ​ FinancialForce.com
  3. 3. About GREAT ALONE. BETTER TOGETHER. ​ Native to Salesforce1™ Platform since 2009 ​ Investors include Salesforce Ventures ​ 650+ employees, San Francisco based 3
  4. 4. ​ 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 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. Safe Harbor
  5. 5. Login Flow Overview ​ What are Login Flows?
  6. 6. ​ They are Visual Flows •  Make use of all basic aspects of Visual Flows •  UI Elements •  Logic Elements •  Data Elements Bound to a Profile Initiated by user’s login event What are Login Flows? ​ …Let’s see one in action!!
  7. 7. Demo #1 ​ First Time User ​ Accept Terms of Service
  8. 8. ​ Two steps: •  Define the Visual Flow •  Bind the flow to profile Login Flow setup
  9. 9. Define the Flow…
  10. 10. ​ Access the Flow menu Define the Flow…
  11. 11. ​ Access the Flow menu ​ Setup a “Screen” element ​  Header elements ​  Welcome text ​  Checkbox for acknowledgement ​  Button to move on Define the Flow…
  12. 12. ​ Access the Flow menu ​ Setup a “Screen” element ​ Add Logic – “Decision” element •  Element Name •  “Accepted” outcome •  “Not Accepted” outcome Define the Flow…
  13. 13. Bind to profile…
  14. 14. ​ Access the Login Flows Screen Bind to profile…
  15. 15. ​ Access the Login Flows Screen ​ Setup the assignment to the specific profile Bind to profile…
  16. 16. It’s that simple!
  17. 17. So… When Can You Use Login Flows?
  18. 18. ​ First time User Acceptance of Terms and Services ​ Gather More Information On First Time User of Communities •  “Login Wizards” •  Gather interests about community user to automatically subscribe to various data categories ​ Gather information about user’s job role ​ Different landing page on login …other than “Home” page •  Marketing / Executive Level Sales Pipeline Dashboard when problem exists •  User needs to fill in timesheet for last week – take them there first! ​ Address Verification Login Flow Use Cases
  19. 19. Demo #2 ​ Sales Pipeline Alert Display
  20. 20. ​ Email Based Two Factor Authentication ​ Automatic Registering of QR Codes / Two Factor Authentication ​ Require Two Factor Authentication When Outside Corporate Network ​ On Demand Update of Customer Community User’s Information From Backoffice More Login Flow Use Cases ​ All of these use cases require Apex Code!
  21. 21. But How Do You Connect Your Flows to Apex Code?
  22. 22. Process.Plugin Apex Interface!!! ​ …Wait! …No! That was the old way.
  23. 23. @InvocableMethod Apex Annotation!!
  24. 24. ​ Allows you to expose an Apex class method to the VisualFlow configuration screen. ​ Use @InvocableVariable annotation to designate variables that can be passed from the Flow to your Apex class. ​ @InvocableMethods can be packaged! @InvocableMethod Annotation
  25. 25. Demo #3 ​ Advanced Webservice Callout
  26. 26. Questions???
  27. 27. ​ Dreamforce ‘15 DevZone Presentations •  https://github.com/developerforce/df15-devzone-presentations ​ Developer Tech Library – “Login Flows” •  https://developer.salesforce.com/page/Login-Flows ​ Help Topic – “Custom Login Flows” •  https://help.salesforce.com/apex/HTViewHelpDoc?id=security_login_flow.htm ​ “Customizing User Authentication with Login Flows” (DF14 presentation on YouTube) by Itzik Koren, Jerrod Chong, and Charles Oppenhimer •  https://www.youtube.com/watch?v=gYes8OLAc-k Links
  28. 28. ​ Apex Code Developer’s Guide - @InvocableMethod and @InvocableVariable •  https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/ apex_classes_annotation_InvocableMethod.htm •  https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/ apex_classes_annotation_InvocableVariable.htm ​ Force.com Actions Developer’s Guide - Apex Actions •  https://developer.salesforce.com/docs/atlas.en-us.api_action.meta/api_action/actions_obj_apex.htm Login Flow samples •  https://developer.salesforce.com/page/Login-Flows#Login_Flow_samples More Links
  29. 29. Thanks! Enjoy #DF15 !!!

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