The document presents a discussion on visual workflows in Salesforce, highlighting their application in building complex applications like a quiz builder. It covers various components, limitations, and the integration of Apex for added functionality. Additionally, it mentions forward-looking statements regarding potential risks and uncertainties for Salesforce's financial results and service availability.

1. Visual Workflows
Build Complex Branching & Traversing Applications
Kartik Viswanadha, Sokolove Law
@logontokartik

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forward-looking statements.

3. Kartik Viswanadha
Group Leader Boston DUG
@logontokartik

4. Agenda
▪ Visual Workflows
• Real World Use Cases
• Visual Workflow Components
• Limitations
▪ Apex in Visual Workflows
• Why Apex?
• Implementing Interfaces to build Plugins
• Add Visualforce capabilities
▪ Demo (Quiz Builder App)
▪ Q&A

5. Visual Workflows
work·flow
/ˈwərkˌflō/
noun: workflow; plural noun: workflows
the sequence of industrial, administrative, or other processes through which a
piece of work passes from initiation to completion.

6. Visual Workflows
Real World Scenarios
▪ Surveys
• Survey tools to get the User Responses for series of questions and record them
• Build reports
▪ Call Scripting
• Scripting tools for Call Center agents to record responses.
▪ Wizards
• Point and Click Solutions
▪ Forms
• Dynamic Forms that process the data

7. Visual Workflows
Components
▪ Logic
• Decisions
Process
Logic
• Assignments
▪ Process
• Screens
Data
• Sub-flows
• Apex Plugins
▪ Data
• Salesforce Objects
Visual Workflows

8. Visual Workflows
Limitations & Design Considerations
▪ Salesforce Governor Limits
▪ Limitations on Cloud Flow Designer
▪ Design Considerations

9. Apex in Visual Workflows
Why Apex?
▪ Bridge the Gap
▪ Re-usability
▪ Eliminate Complexity
Apex
Plugin

10. Apex in Visual Workflows
Apex Plugins & Visualforce Support
Process.Plugin Interface
I
Process
.Plugin
Apex
Plugin
Apex
Plugin
▪ Custom <flow> tag
▪ Custom css classes
▪ describe()
▪ invoke()
Apex
Plugin
< /> { … }
Visualforce, HTML &
CSS

11. Quizly (Quiz Builder Application)
Use Case
Provide the user with a Quiz Builder Application
that is easy to configure to create multiple types
of quizzes and track the Quiz taker responses.

12. Quizly (Quiz Builder Application)
Visualforce Solution
▪ Build Multiple Complex Visualforce Pages
▪ Build Complex Apex Controllers to Support
▪ Time consuming sustaining process for changes
▪ Tedious collaborations between Analysts and
Programmers

13. Quizly (Quiz Builder Application)
Proposed Salesforce Solution Highlights
▪ Use Visual workflows for branching questions
▪ Build Complex logic using Apex Plugins
▪ DML via Visual workflows
▪ Embed in Visualforce pages & Force.com sites.

14. Quizly (Quiz Builder Application)
Object Model
▪ Quiz
▪ Question
▪ Answer
▪ Contact Response
▪ Summary
▪ Contact

15. Quizly (Quiz Builder Application)
Contact Lookup
▪ Existing Contact?
▪ Create new Contact

16. Quizly (Quiz Builder Application)
Visualforce Page Embedding
▪
▪
▪
▪
Custom tag <flow/>
Parameters
Custom CSS
Force.com Sites
<apex:page>
<flow/>
</apex:page>

17. Demo
Quizly
See it in action
http://quizmaster-developer-edition.na15.force.com/

18. Visual Workflows
Coming up
▪ Input Field Support
▪ Debugging
▪ Multi-column Forms

19. Resources
Visual Workflow Implementation Guide
▪
http://login.salesforce.com/help/doc/en/salesforce_vpm_implementation_guide.pdf
Visual Workflow Discussion Board
▪
http://boards.developerforce.com/t5/Visual-Workflow/bd-p/visual-workflow
Unmanaged Package for Quizly App
▪ http://bit.ly/17zTXqO
Github Link
▪ https://github.com/logontokartik/DF2013_Quizly

20. Kartik Viswanadha
Group Leader Boston
DUG
@logontokartik

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