Flow presentation

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  • “ HealthDetail develops SaaS applicaions for member and provider servicing in the healthcare industry. Be hind times with technology, help bridge gap SalesForce customer 6 yrs, Unlimited Edition, Standard, customer portal and Force.com licenses. All services interact one way or another with SFDC. Agenda Introduce Flow..
  • Short and simple agenda today.
  • Even though Flow is new as an integrated SalesForce offering, product itself is not new. Been on market number of years Customers of all sizes.
  • Flow fits in the Real Time Approvals and Workflow “cloud puff”.
  • Informavores aquired by SF in 2009 – An Informavore is one who consumes information. Spark and Firefly Some documentation still include VPM name Users can utilize a workflow functionality.
  • Workflows operate behind scenes and tell system to do something Send email, update field, change owner. Flow enables user to be taken through a wizard type format Not really possible now without complex coding through VisualoForce.
  • Visio style interface and diagram to develop your process. Best way to describe is the approval diagram Most obvious benefits
  • Acquired from another company so not fully native. Left is today, right side is where it is going. Windows desktop = On premise download executable Now I’m going to show you a flow 3 min exampel.
  • Flow presentation

    1. 1. Salesforce Flow <ul><li>Darrell DeVeaux </li></ul><ul><li>President, </li></ul><ul><li>HealthDetail, Inc </li></ul>Atlanta SalesForce User Group June 28, 2011
    2. 2. Agenda <ul><li>Brief overview of what Flow is </li></ul><ul><li>Demo of how we currently use Flow </li></ul><ul><li>Overview of how to develop a Flow </li></ul><ul><li>Questions and Answers </li></ul>
    3. 3. Customer Success
    4. 5. Automate Your Approvals and Business Workflow Now named “Flow”
    5. 6. How Does Flow Compare To Workflows? Flow
    6. 7. Some Benefits of Flow
    7. 8. Today: Flow is a Mashup of Firefly and Salesforce

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