Three Trigger-Ready Flows You Can Build Today
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A presentation by Patrick Sheil (Consultant, Appirio) & Grant Pearce (Director of Sales Technology, Choice Hotels) at Dreamforce 2014 outlining three Salesforce Flow Triggers that can be easily repurposed to be useful for any business.
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This document discusses requirement engineering for a web engineering course. It defines requirement engineering as the process of collecting, validating and managing requirements from clients or end-users. The key aspects covered include: identifying user requirements; analyzing and validating requirements; managing requirements throughout development. Additionally, it describes the importance of requirement engineering in defining the software scope and ensuring developed software meets requirements. The document also outlines different types of requirements and the overall requirement engineering process.
Process Builder Automation and Considerations
Salesforce made great success User will learn the record bulkification and platform governor limits
that is applied when using Lightning Process Builder. Say there is existing salesforce org with lot
of customizations like apex trigger and workflow field update. Now admin/developer is planning to
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Bharath hr
Bharath H R has over 9 years of experience in software testing with a focus on QA. He has expertise in all phases of testing from test planning to reporting. Bharath has strong skills in functional, manual, and automation testing. He has worked on various projects in domains like investment banking, finance, and telecom testing applications and systems. Bharath is currently seeking an opportunity to transfer his valid H1B visa.
Design Reviews for Operations - Velocity Europe 2014
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CMMS Basics and Beyond: How to Get the Most Out of Maintenance Management Sof...
New to the maintenance management software world? Not sure what to look for in a CMMS product? Want to know more about a successful CMMS implementation plan? Then view our slide deck, which details an entire maintenance management software buying process.
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ArunMF2015
Arun Kumar S V is seeking a position as a web, graphics, or usability designer. He has over 3 years of experience developing and supporting mainframe applications for AHOLD USA in retail domains. He is proficient in COBOL, DB2, VSAM, JCL, CICS, and mainframe tools like Control M and Endevor. Currently he works as a technology consultant at HP Global Soft where he creates web pages, provides support, and is responsible for metrics reporting. He has a bachelor's degree in computer science and an ITIL certification in IT service management.
ArunMF2015
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Resort management system
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Essential Tips for Modern Requirements Management
Inadequate requirements. They’re the #1 cause of project failure.
While we’ve come a long way from massive, antiquated requirements documents, requirements (or epics and user stories) still provide a GPS for your product.
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Design Reviews for Operations - Velocity Europe 2014
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みなさんこんにちはこれ何文字まで入るの？40文字以下不可とか本当に意味わからないけどこれ限界文字数書いてないからマジでやばい文字数いけるんじゃないの？えこ...
ここ3000字までしか入らないけどタイトルの方がたくさん文字入ると思います。
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みなさんこんにちはこれ何文字まで入るの？40文字以下不可とか本当に意味わからないけどこれ限界文字数書いてないからマジでやばい文字数いけるんじゃないの？えこ...
みなさんこんにちはこれ何文字まで入るの？40文字以下不可とか本当に意味わからないけどこれ限界文字数書いてないからマジでやばい文字数いけるんじゃないの？えこ...
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Securing your Kubernetes cluster_ a step-by-step guide to success !
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Three Trigger-Ready Flows You Can Build Today
- 1. Three Trigger-Ready Flows You Can Build Today Patrick Sheil Consultant Appirio @patrickasheil Grant Pearce Director, Sales Technology & Enablement Choice Hotels International
- 2. Patrick Sheil Consultant @patrickasheil
- 3. Grant Pearce Director, Sales Technology & Enablement
- 4. Session Agenda • Description of Pilot Program • Business Use Cases at Choice • Live Demos of Solutions •Look at Flow & Workflow Rules • Build One in Real-Time •Q&A
- 5. Vision for Success in Salesforce Implementation • Intuitive User Interface • Automation of repetitive tasks to increase efficiency • Configuration with limited code • Easily supported by admins, not developers
- 6. Pilot Program: “Launch Flows from Workflow Rules” • Use cases called for a good amount of functionality that would require triggers for new record creation, cross-object updates, etc. •Wanted to allow administrators and the business control to make minor modifications as requirements evolve over time. • Participation in the program is upon request. Speak to your salesforce.com Account Executive and request to be added to the pilot.
- 7. Launch Flows from Workflow Rules (Pilot) Program Description • Visual Workflow • Workflow Actions • Similarities/Differences from Apex Triggers • Benefits
- 8. Flow #1: Chatter Auto-Follow
- 9. 1. Subscribe Opportunity Team Members to Opportunity Business Use Case • Allow users to easily collaborate on global opportunities • Drive adoption of Chatter • Reduce email notifications • Keep correspondence public & in the feed
- 10. Live Demo: Flow #1 Dreamforce 2014
- 11. Workflow Rule & Flow Trigger Action
- 13. Flow #2: Batch-Create Child Records
- 14. 2. Create Response Records for Nightly Room Requirements Business Use Case • Each opportunity has a set of overall nightly room requirements • RFPs may be sent to multiple hotels on one opportunity • Need to track the number of rooms each individual hotel offers and their rates • Can view an individual hotel’s responses for each date and room type
- 15. Live Demo: Flow #2 Dreamforce 2014
- 16. Workflow Rule & Flow Trigger Action
- 18. Flow #3: Update All Child Records
- 19. 3. Update All Child Records When Parent Changes Business Use Case • After a hotel offers a number of rooms for a particular night, a proposal is sent to the client • Client evaluates the hotel’s proposal and decides whether to accept or decline • When the proposal is accepted, the rooms are booked and totals should roll up to the parent opportunity
- 20. Live Demo: Flow #3 Build Flow, Workflow Rule, and Trigger
- 21. Lessons Learned Tips, Tricks, etc. • Workflow rules with Flow Actions are less forgiving • Solve for all possible outcomes (expected, alternate, unexpected) • Add fault connectors wherever possible • Deployment is tricky – Activation is manual – Version number conflicts – Sequence of deployment steps (Flow, Activation, Workflow Action) • Test coverage, while not required, helps
- 22. Q&A