1. Salesforce Visual Workflow
Fusion-io Confidential—Copyright © 2013 Fusion-io, Inc. All rights reserved.

2. Why Flows?
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3. Flow Examples
▸ Online
• Web self-service guides
• Trouble shooting wizards
▸ Front office call center
• Customer support
• Inbound/outbound sales
• Order management
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4. How We Use Flows
▸ Submit Order button to verify order is ready
▸ Add name to opportunity
• Edit permissions unnecessary
▸ New Account Request
▸ Replace the convert button in leads to include a
short survey for Inside Sales rep
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5. Demonstration
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7. Tips and Tricks
▸ SAVE, SAVE, SAVE!
• Just like your middle school computer teacher taught
▸ Use consistency when naming field values/resources
▸ Link button to flow
• Point to URL - /flow/…
▸ Getting data from records into flows
• /flow/Submit_Order?vaOptyID={!Opportunity.Id}&vaOptyName=
{!Opportunity.Name}
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8. Resources
▸ Github/Visual Workflow Sample AppExchange Pack
• https://github.com/raja-sfdc/
▸ Cloud Flow Designer Workbook
▸ Apex Developers Guide
▸ Visualforce Developers Guide
▸ 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
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9. THANK YOU
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