The document discusses using process automation with and without code using Salesforce Visual Workflow. It provides an introduction to Visual Workflow and examples of use cases including simple flows, autolaunched flows, flows on the Lightning Experience home and record detail pages, using packaged flows, and exposing flows through REST APIs. Live demonstrations are given of reservation flows, a survey flow, and creating an invoice using a third-party package. The key takeaway is that Visual Workflow allows collecting and displaying data through a user interface and extending functionality with code.

1. Process Automation With and Without Code
Alba Azcona Rivas - @Alba_ARivas
Agustina García Peralta - @agarciaodeian

2. Alba Azcona Rivas
Architecture Lead, SCM
@Alba_ARivas
aazcona@financialforce.com
Salesforce MVP Find us at booth 324

3. Agustina García
Peralta
Principal Software Engineer
@agarciaodeian
agarcia@financialforce.com
Salesforce MVP Find us at booth 324

4. About FinancialForce
SF+FF Solutions 700+
Financial Management,
Professional Services Automation,
Billing Central, & Revenue
Recognition & Forecasting
1,400+ 40% YoY $110M
#1 Cloud ERP on Salesforce
The largest Salesforce partner
Employees across 7 offices
HQ in San Francisco, CA
Subscription revenue growthCustomers in 34+ countries
With users in 50+ countries
Run rate
20% investment from Salesforce
Plus investments from TCV & Unit 4
Find us at booth 324 4

5. Agenda
Introduction to Visual Workflow
Visual Workflow Use Cases
• Simple Flow - Demo
• Autolanched Flow - Demo
• Flow in Lightning Experience Home Page
• Flow in Lightning Experience Record Detail Page
• Using a packaged Flow
• Exposing a Flow through REST API
Take Away

6. Introduction to Visual Workflow
Workflow - Create actions that will execute behind the scenes when a record changes
Visual Workflow - Create user interfaces & processes to display and collect data
Key concepts

7. Introduction to Visual Workflow
Flow
Flow types & how to distribute them
Autolaunched Flow User Provisioning Flow

8. Visual Workflow Use Cases
3rd party Booking system
3rd party Invoicing system

9. Simple Flow - Reservation
Demo
Make a reservation using a Simple Flow

10. Simple Flow - Reservation

11. Simple Flow - Reservation

12. Simple Flow - Reservation

13. Simple Flow - Reservation

14. Simple Flow - Reservation

15. Simple Flow - Reservation

16. Simple Flow - Reservation

17. Flow that calls Apex - Reservation
As a User
I want to make my reservation by myself but with less steps than the previous Flow
so that I can complete the process quickly
Make a reservation using a Simple Flow with Apex

18. Flow that calls Apex - Reservation

19. Flow that calls Apex - Reservation

20. Flow that calls Apex - Reservation

21. Visual Workflow Use Cases

22. Autolaunched Flow + LEX - Email with Survey
FLOW 1: Email FLOW 2: Survey
Direct URL link
Email with Survey

23. Autolaunched Flow - Email
Flow 1 - Email

24. Autolaunched Flow - Email
Flow 1 - Email

25. Autolaunched Flow - Email
Launch Flow 1 when reservation is paid

26. Demo
Autolaunched Flow - Email

27. Flow in LEX - Survey
Flow 2: Survey

28. Flow in LEX Home Page - Survey

29. Flow in LEX Record Detail Page - Survey

30. Demo
Flow in LEX Record Detail Page - Survey

31. Visual Workflow Use Cases
3rd party Invoicing system

32. Using a packaged Flow - Create invoice
Create an invoice using a 3rd party package

33. Using a packaged Flow - Create invoice

34. Visual Workflow Use Cases
3rd party Booking system
3rd party Invoicing system

35. Exposing a Flow through REST API - 3rd party reservation
Create reservation from 3rd party booking system

36. Exposing a Flow through REST API - 3rd party reservation

37. Visual Workflow IS NOT Workflow
Allows you to collect / display data with #clicksnotcode & extend with #code
• With visual elements
• Without visual elements (autolaunched Flow through Apex or REST API)
Works in LEX (Home & Record Detail Page)
Flows can be packaged
Take Away