This document provides an overview of Visual Workflow in Salesforce, including common use cases such as call scripts, smart forms, and wizards. It demonstrates how to build a donation/pledge management app from scratch using only Visual Workflow with no code. The presentation emphasizes that Visual Workflow allows users to draw out business processes and logic, interact with data from forms, databases, and external systems, all through a simple drag-and-drop interface. Resources for learning more about Visual Workflow such as online help, forums, and training sessions are also listed.

1. Visual Workflow Overview
The subtitle goes here
Rajaram Varadarajan, salesforce.com, Director Product Management
@wassupraja
/salesforcevpm
raja-sfdc

2. Safe Harbor
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
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 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-Q for the most recent fiscal quarter ended July 31, 2012. This
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.

3. Pain Point
Frustration with Technology
”I just want to add a new field on the form in step 2 and show
what is shown in step 2 to be in step 3.
Why the heck is this seemingly simple thing taking so long to
make the change!”

4. Business + IT / Developer
Faster than the speed of technology

5. Agenda
Simplest Agenda Ever!
Overview Visual Workflow
 Common use cases
Build it!
 App from scratch
 Only flow, no code
Q&A

6. Visual Workflow
Overview
Draw out your process
Draw out your logic
Interact with any data
Forms/UI Rules/Logic Database Calculations Email Integrate

7. Visual Workflow
Common Use Cases
Call Scripts
 Let your agent focus on customer and let Flow provide you with the relevant information.
“Smart” Forms
 Not just a form storing data. Include Logic.
Modern “Front End” to Backend System
 UI with Flow, Logic with Flow, Integrate through Web Services in Flow
Bring “App Focus” on Processes and Win the Battle of Clicks
 Provide only the relevant information and let Flow do the hard work.
Wizards
 No code solution.
Surveys
 Build dynamic survey, store survey data, deploy on a site – all without code.

8. Visual Workflow
Cloud Flow Designer: Build, Test, Deploy!

9. Build It!
Donation/Pledge Management App

10. Build It!
Donation/Pledge Management App
0-60 min!

11. Summary
When do you look to use Visual Workflow?
 Guided screen flow – call script style
 Forms with logic
 Too many clicks and entering data across multiple records
 Came process across any channel – Org user, Portal, Site
 Interact with data from external systems

12. Visual Workflow
Getting Help
Salesforce On-line Help
Discussion Board Forums
 http://boards.developerforce.com/t5/Visual-Workflow/bd-p/visual-
workflow
Self-paced Training
 Visual Workflow: Cloud Flow Designer

13. Visual Workflow
Related Sessions
Visual Workflow for Developers
 Tomorrow (9/19/2012) @ 4:30 PM
Visual Workflow – Automate without Code!
 Friday (9/21/2012) @ 10:00 AM
Hands-on-Training – Automate your Business Process w/ Visual
Workflow
 Tomorrow (9/19/2012) @ 12:30 PM
 Friday (9/21/2012) @ 11:30 AM

14. Visual Workflow
Resources
Github
 https://github.com/raja-sfdc/
Cloud Flow Designer Workbook
Apex Developers Guide
Visualforce Developers Guide
Visual Workflow Sample AppExchange Pack
 Click on the link in the new Get Started section

15. Rajaram
Director, Product
Management,
@wassupraja