We actively market to our customers. How often do we think about marketing to our users? As Admins, it's important to keep the lines of communication open with internal customers. Join us as we show you how to use point-and-click development tools to foster internal relationships and drive adoption.

1. Marketing Effectively to Drive
Adoption And Compliance Using Flow
Jeremiah Dohn
Business Systems Analyst – ACI Worldwide
@jmdohn
Jayvin Arora
Technical Lead – Soliant Consulting
Philadelphia Salesforce User Group Leader
@JayvinArora

2. Jayvin Arora
Technical Lead, Soliant Consulting
Salesforce MVP, Philadelphia User Group
@JayvinArora

3. Jeremiah Dohn
Business System Analyst
ACI Worldwide
@jmdohn

4. 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

5. Pre-Requisites:
• A basic Understanding of Flow?
• Know what Flow is and why to use it?
Who should join in on this session?
• Those with administrative experience in Flow
• Want to tailor communication to end users
• Increase Compliance
• Those who want to celebrate success
Who is this Session For?

6. We are….
20% Admin
20% Developer
20% Marketer
20% Sales Rep
20% Customer Support
The Brain of An Admin

7. We’re selling / marketing Salesforce to our end
users. Let’s think about them as “internal
clients”!
Lesson 1: Own the message
Lesson 2: Know to whom you’re selling the
product or service.
Lesson 3: Some messages should have an opt-
out. Some should not (system
messages).
How to use those skills?

8. • What are Login Flows?
• What can they do?
• Where are they set up?
What are Login Flows?

9. Requirements for login flow:
• Must have opt-out from non-essential messages.
• Reminder for setting promotional preferences every six months
• Must provide messages based on any combination of role, profile or
object-read permissions.
Bringing it back to the requirements

10. Here’s what we get - General Messages

11. Here’s what we get - Promo Preferences

12. Demo

13. Summary of what we just saw

14. Engagement
This? That?

15. • Users feel empowered
• Build Valuable connections with end users
• Learn their pain points
• Celebrate their successes
• More feedback = better Salesforce ecosystem
TAILORED COMMUNICATION!
So what’s the value?

16. • Setup a test user with a profile other than system administrator
• Test the flow before activating it!
• Put debug screens in your flow to test outputs
• Put in a sandbox before pushing to production
• You have limited styling options. Test with browser and mobile because of this.
• Brush up on your HTML and CSS at w3schools tutorials.
Debugging!

17. This is one tool in the administrative toolbelt.
Keep in mind that there are plenty of additional tools at our disposal.
Don’t forget that while our role to administrate is our primary function, we can learn much from those
that we teach.
Most of all, make it fun!
Tools and roles

18. • Where can I get the demo package?
• Login Flow Demo
• Where can I learn more about login flows?
• Salesforce Help
• What groups can I join for process automation / flows?
• Official: Salesforce Workflow Automation
• Visual Workflow Discussions
• Salesforce Process Builder
Find chatter for this session to get these resources!
Call To Action (CTA)

19. What did we learn:
• Login Flows can be used to tailor communication to end users
• When creating login messages, audience must be considered
• Login Flows can be used to drive end-user behaviors and engagement
• Debugging our flows is important
Summary

20. Over the past ten years, our team
has helped shape our clients’ futures
as well as served to simply make
their business lives easier. Our role
extends well beyond being experts
in creating custom software – we
consider ourselves your trusted
business partner.
IMPLEMENTATION
As process consultants, we assist adoption by
focusing on how your team works day-to-day.
APEX & VISUALFORCE
Our versatile, experienced team has a deep
understanding of Salesforce’s native languages.
APPEXCHANGE DEVELOPMENT
We develop AppExchange solutions and navigate
the Salesforce security review process.
SYSTEMS INTEGRATION
Salesforce can seamlessly integrate with your
existing business applications and IT infrastructure.

21. Q & A

22. Thank you