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Flow Runtime API
​ Raji Srikantan
​ QE Engineer
​ rsrikantan@salesforce.com
​ BILL Takacs
​ Product Manager
​ btakacs@salesforce.com
​ @sfdcbill
​ Chirag Raja
​ Developer
​ crajan@saleforce.com
​ Jesenia Garcia - Rovetta
​ Intern
​ jgarciarovetta@salesforce.com
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
Bill Takacs
Product Manager
btakacs@salesforce.com
@sfdcbill
Raji Srikantan
QE Engineer
rsrikantan@salesforce.com
Chirag Rajan
Developer
crajan@saleforce.com
Jesenia Garcia - Rovetta
Intern
jgarciarovetta@salesforce.com
​ Toolset to build automated processes
​ Extensible via APEX and Visualforce
​ Supports Action Framework
​ Event System – Coming Soon!
What is Visual Workflow
​ Flows are visual representations of a series of events
•  They can contain complex logic: multiple decisions (if / then), branching, and looping
•  You can have users work with data / objects
•  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?
•  Build a flow chart of what you want to do
Understanding Flows
Flows Components
​ Cloud Flow Designer – Define the Process
​ Flow Management - Manage the Processes (Interviews)
​ Flow Runtime - Execute the Process (Interview)
​ SERVICE & SUPPORT
•  Call scripting
•  Diagnostics & troubleshooting guides
•  Guided data entry processes
​ SALES
•  Call Scripting
•  Product configuration
•  Sales quotations
•  Guided selling with sales methodologies
•  Guided Opportunity configuration
​ MARKETING
•  Lead management and assignment
•  Lead conversion
•  Fulfillment automation
​ HR
•  Employee on-boarding
•  Satisfaction surveys
•  Time off request and approvals
​ IT Enablement
•  2-factor auth.
•  Machine configuration, management,
assignment
•  Account provisioning
•  Login Flow
​ FINANCE
•  PSA Management
•  Budget Approval and Analysis
​ ADMIN Process
•  Data management
Example Use Cases
What is “API”?
Types of APIs: REST, SOAP, Tooling, Metadata
Salesforce APIs
API First Strategy
Customer Demand for “Dynamic Screen Capability”
Many organizations with the ability to programmatically build
Why we built the API
Dynamic Fields
Dynamic Data
Dynamic Requirements
What do we mean by Dynamic
How to I “get” the API:
What tools are available to use: Workbench
https://chrome.google.com/webstore/detail/workbench-tools-for-googl/nanhambbggdgkloeldahjngdmngjgmhk?hl=en
https://addons.mozilla.org/en-US/firefox/addon/workbench-tools-for-firefox/
What can I develop with (e.g. only VF)?
Salesforce API Tools
Flow Runtime REST API – Getting Access
Accessing the REST API programmatically
On the platform: Visualforce, Apex
Off the platform: Java, PHP, etc
Using the Workbench tool to access the REST API
API Walkthrough
Demo
Introducing: Salesforce App Cloud
FORCE HEROKU ENTERPRISE THUNDER
AppExchange Trailhead
Shared Identity & Data Model Integration Shield
Trusted and Connected Platform
Run all your apps on a trusted platform
Speed and Agility
Every employee can build fast with clicks or code
Complete Enterprise Ecosystem
Best place to learn, build, buy, and sell apps
Win one of ten SONOS speakers at the App Cloud Keynote!
App Cloud Product Showcase
Moscone North
IT Ranger Station in the Dev Zone
Moscone West, 2nd Floor
Thursday, September 17, 2pm — Moscone South
Tod Nielsen
EVP, App Cloud
Salesforce
Mike Anderson
CIO
Crossmark
Herry Stallings
AVP App Dev
USAA
Heather Quiqley-Allen
VP Marketing
Bosma Enterprises
Learn more about App Cloud:
Questions
Flow Getting Started Resources
​ Trailhead:
http://developer.salesforce.com/trailhead
​ Cloud Flow Designer Workbook (Good place to start)
http://www.salesforce.com/us/developer/docs/workbook_flow/
​ Flow Getting Started Resource Pack (Pre-built Flows - good way to learn):
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wYVIEA2
​ Visual Workflow Implementation Guide
http://na14.salesforce.com/help/pdfs/en/salesforce_vpm_implementation_guide.pdf
Demo at Github:
https://github.com/flownatic
How to I “get” the API:
What tools are available to use: Workbench
https://chrome.google.com/webstore/detail/workbench-tools-for-googl/nanhambbggdgkloeldahjngdmngjgmhk?hl=en
https://addons.mozilla.org/en-US/firefox/addon/workbench-tools-for-firefox/
What can I develop with (e.g. only VF)?
Salesforce API Tools
Talk to your account rep and have them nominate you.
How to get into the Pilot

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Building Dynamic UI with Visual Workflow Runtime API

  • 1. Flow Runtime API ​ Raji Srikantan ​ QE Engineer ​ rsrikantan@salesforce.com ​ BILL Takacs ​ Product Manager ​ btakacs@salesforce.com ​ @sfdcbill ​ Chirag Raja ​ Developer ​ crajan@saleforce.com ​ Jesenia Garcia - Rovetta ​ Intern ​ jgarciarovetta@salesforce.com
  • 2. 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
  • 3. Bill Takacs Product Manager btakacs@salesforce.com @sfdcbill Raji Srikantan QE Engineer rsrikantan@salesforce.com Chirag Rajan Developer crajan@saleforce.com Jesenia Garcia - Rovetta Intern jgarciarovetta@salesforce.com
  • 4. ​ Toolset to build automated processes ​ Extensible via APEX and Visualforce ​ Supports Action Framework ​ Event System – Coming Soon! What is Visual Workflow
  • 5. ​ Flows are visual representations of a series of events •  They can contain complex logic: multiple decisions (if / then), branching, and looping •  You can have users work with data / objects •  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? •  Build a flow chart of what you want to do Understanding Flows
  • 6. Flows Components ​ Cloud Flow Designer – Define the Process ​ Flow Management - Manage the Processes (Interviews) ​ Flow Runtime - Execute the Process (Interview)
  • 7. ​ SERVICE & SUPPORT •  Call scripting •  Diagnostics & troubleshooting guides •  Guided data entry processes ​ SALES •  Call Scripting •  Product configuration •  Sales quotations •  Guided selling with sales methodologies •  Guided Opportunity configuration ​ MARKETING •  Lead management and assignment •  Lead conversion •  Fulfillment automation ​ HR •  Employee on-boarding •  Satisfaction surveys •  Time off request and approvals ​ IT Enablement •  2-factor auth. •  Machine configuration, management, assignment •  Account provisioning •  Login Flow ​ FINANCE •  PSA Management •  Budget Approval and Analysis ​ ADMIN Process •  Data management Example Use Cases
  • 8. What is “API”? Types of APIs: REST, SOAP, Tooling, Metadata Salesforce APIs
  • 9. API First Strategy Customer Demand for “Dynamic Screen Capability” Many organizations with the ability to programmatically build Why we built the API
  • 10. Dynamic Fields Dynamic Data Dynamic Requirements What do we mean by Dynamic
  • 11. How to I “get” the API: What tools are available to use: Workbench https://chrome.google.com/webstore/detail/workbench-tools-for-googl/nanhambbggdgkloeldahjngdmngjgmhk?hl=en https://addons.mozilla.org/en-US/firefox/addon/workbench-tools-for-firefox/ What can I develop with (e.g. only VF)? Salesforce API Tools
  • 12. Flow Runtime REST API – Getting Access
  • 13. Accessing the REST API programmatically On the platform: Visualforce, Apex Off the platform: Java, PHP, etc
  • 14. Using the Workbench tool to access the REST API
  • 16. Demo
  • 17. Introducing: Salesforce App Cloud FORCE HEROKU ENTERPRISE THUNDER AppExchange Trailhead Shared Identity & Data Model Integration Shield Trusted and Connected Platform Run all your apps on a trusted platform Speed and Agility Every employee can build fast with clicks or code Complete Enterprise Ecosystem Best place to learn, build, buy, and sell apps
  • 18. Win one of ten SONOS speakers at the App Cloud Keynote! App Cloud Product Showcase Moscone North IT Ranger Station in the Dev Zone Moscone West, 2nd Floor Thursday, September 17, 2pm — Moscone South Tod Nielsen EVP, App Cloud Salesforce Mike Anderson CIO Crossmark Herry Stallings AVP App Dev USAA Heather Quiqley-Allen VP Marketing Bosma Enterprises Learn more about App Cloud:
  • 20. Flow Getting Started Resources ​ Trailhead: http://developer.salesforce.com/trailhead ​ Cloud Flow Designer Workbook (Good place to start) http://www.salesforce.com/us/developer/docs/workbook_flow/ ​ Flow Getting Started Resource Pack (Pre-built Flows - good way to learn): https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wYVIEA2 ​ Visual Workflow Implementation Guide http://na14.salesforce.com/help/pdfs/en/salesforce_vpm_implementation_guide.pdf Demo at Github: https://github.com/flownatic
  • 21. How to I “get” the API: What tools are available to use: Workbench https://chrome.google.com/webstore/detail/workbench-tools-for-googl/nanhambbggdgkloeldahjngdmngjgmhk?hl=en https://addons.mozilla.org/en-US/firefox/addon/workbench-tools-for-firefox/ What can I develop with (e.g. only VF)? Salesforce API Tools
  • 22. Talk to your account rep and have them nominate you. How to get into the Pilot