This presentation discusses how to automate processes using Salesforce Flow (formerly known as Visual Workflow). The presentation covers what Flow is, why it is useful for automation, and common use cases for when to use Flow to automate processes. Several demo Flow solutions are shown that automate tasks like assigning a lead, creating a chatter post, gathering input using screens, and more. Resources for learning more about Flow are provided.

1. Automate All The Things With Flow!
http://bit.ly/NYCWT19
@jenwlee
Jennifer Lee, Lead Solution Designer

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3. Jennifer W. Lee
Lead Solution Designer
@jenwlee

4. 6x
@WiT_Diversity
Jenwlee.wordpress.com
@jenwlee
#LifeWithGoldie

5. We will cover…
• What is Lightning Flow?
• Why Does Flow Matter?
• When Do I Use Flow to Automate Processes?
• Let’s See Some Flow Solutions!

6. Lightning Flow provides declarative process
automation with two tools:
Process Builder and Flow Builder
Flow use cases:
§ Add automation to your pages and apps
§ Create automated tasks and processes
§ Gather input from internal or community users
§ Build it once, re-use many times
§ Delete records
Lightning Flow is an Awesome Salesforce Automation Product
Learn more by taking the Trailhead Module: Lightning Flow!

7. Top 4 Reasons Why Flow Matters
§ Replace CODE! Drive down that code count.
§ Process automation ADMINS create and maintain with no or
low code. No dependency on developer resources.
§ Progression to become developer.
§ It’s cool to be a #Flownatic! Let’s go, #Flowhana!

8. Demo Time!

9. Use Case: Assign a Lead To Me
A Sales Rep needs to assign a lead with one click. Currently, it
takes several steps (i.e. specify search by user and by user’s
name, select user).
Solution: Flow, Custom Button
>>Blog Post<<

10. Use Case: Assign a Lead To Me

11. Steven Moon, Director of Operations, requested that when an
opportunity is closed won, a chatter post is posted and specific
people @mentioned.
The post should not to be addressed to a chatter group as
chatter notifications for the group is specified by the user.
Steven wants everyone to be notified once posted.
Solution: Flow, Public Group, Custom Metadata Type, Process
>>Blog Post<<
Use Case: Automate Chatter Post That @Mentions Several Users

12. Use Case: Automate Chatter Post That @Mentions Several Users

13. Mary Markle is the Director of Sales.
She is working with Addison (#AwesomeAdmin) on a flow
screen to gather information from users for a rental inquiry
that creates a rental inquiry record behind the scenes.
She would like to use the price/bathroom/bedroom sliders
that she sees on sites like Airbnb.
>>Blog Post<<
Use Case: Use Sliders on a Flow Screen

14. Use Case: Use Sliders on a Flow Screen

15. Use Case: Create Task w/QA But Only Under Certain Circumstances
Mary Markle is the Director of Operations.
She would like to auto-create a task when the “stuff” record’s status is “Completed” and the Operations
user clicks on the quick action.
After the task is created, redirect the user to the newly created task.
She also wants to prevent users from using the Quick Action if the record’s status is anything other than
“Completed.”
Solution: Flow, Quick Action, Custom Metadata Type
>>Blog<<

16. Use Case: Create Task w/QA But Only Under Certain Circumstances

17. § When a customer no longer does business with the company, the contact’s status is updated to
“Inactive.”
§ The rep submits a request to the System Administrator to delete the contact record.
§ When a contact is deleted, the contact’s associated cases become orphaned, causing data issues. To
prevent this, we want to automate the deletion of the contact’s associated cases.
Solution: Flow, Process
>>Video (go to the 25:23 min mark)<<
Use Case: Automatically Delete an Inactive Contact’s Cases

18. Use Case: Automatically Delete an
Inactive Contact’s Cases
DEMO

19. Use Case: Highlight Contact Record Attributes
Surface four different record attribute information:
§ Premier client data pulled from the Account
record
§ Whether the Contact is a primary Contact from
the account contact role
§ Associated open cases
§ Associated open opportunities via opportunity
contact roles
Solution: Flow, Lightning App Builder
>>Blog Post<<

20. Use Case: Highlight Contact Record
Attributes – Premier Client
DEMO

21. Use Case: Highlight Contact Record
Attributes – Open Cases
DEMO

22. Customer service rep would like to create a request to send to a gift card to a customer when dealing with
a difficult customer situation.
Solution: Flow (using Local Actions), Utility Bar, Lightning Component
Use Case: Submit a Gift Card Request for a Customer

23. Use Case: Submit a Gift Card Request for a
Customer
DEMO

24. Steven Moon is the Director of Sales.
The Sales Reps complain about specifying the quantity and sales price to track products to an opportunity.
Solution: Flow
>>Blog Post<<
Use Case: Add Product(s) to an Opportunity w/o Quantity and Price

25. Use Case: Add Product(s) to an
Opportunity w/o Quantity and Price
DEMO

26. Use Case: User Controls Show/Hide Info with a Flow Toggle
Lightning record pages are so flexible, especially the ability to control the component visibility.
End users want to be in control. They decide whether to show or hide components and have the system
remember their preference for a given record.
Solution: Flow (using Flow Toggle), Lightning App Builder
>>Blog Post<<

27. Use Case: User Controls to Show/Hide
Info with a Flow Toggle
DEMO

28. Use Case: Access Classically Encrypted Fields Using Flow
Mary Markle is the Director of Operations.
The SSN field is a classically encrypted field.
She wants to know when the field is updated but she does not want the field to be tracked in field history.
Instead, she wants it noted in the Description field.
Solution: Flow, Lightning App Builder
>>Blog Post<<

29. Use Case: Access Classically Encrypted
Fields Using Flow
DEMO

30. § Automatically Assign/Remove Users from a Permission Set
§ Auto Assign Public Groups to Users Based on Profile
§ Update Inactive User to Active User as Contact Owner
§ Remind Users to Add a Chatter Profile Photo Upon Login Using Login Flow
§ Build a Search Tool Using Flow
§ Remove a Contact from Campaign(s) Who Opt Out of Marketing Campaigns
Other Use Cases

31. Flow Resources

32. Upcoming Webinars:
§ May 10: Randi Thompson
§ May 24: Narender Singh
§ June 7: Jeffrey Kranz
§ June 21: MVP Nana Gregg
§ July 12: Michelle Hansen
Automation Hour
Co-Hosts: Rakesh Gupta, Jennifer Lee & David Litton
Date/Time: every other Friday, 3-4pm ET
Previous recordings: http://bit.ly/AutomationHourVideos
Trailblazer Community: Salesforce Automation Hour
Web site: AutomationHour.com

33. Flow Resources
Here are some resources to help you get started on visual workflow:
Unofficial Flow Web site: http://lightningflow.net
Trailmix: https://trailhead.salesforce.com/users/00550000006172eAAA/trailmixes/get-with-the-flow
Trailhead Lightning Flow Module
Build Flows with Flow Builder Trail
Salesforce Trailblazer Communities:
• Salesforce Automation Hour
• Visual Workflow Discussions
• Salesforce Workflow Automation
Salesforce MVP Jennifer Lee’s blog: jenwlee.wordpress.com
Salesforce MVP Rakesh Gupta’s blog: AutomationChampion.com
Salesforce MVP’s David Litton’s blog: salesforcesidekick.com
Introduction to loops:

34. Download this deck: http://bit.ly/NYCWT19