Description: Flow is a powerful tool that can automate any repetitive task or process. With Flow you can collect, update, and create Salesforce information, and then make those flows available to the right users or systems. Flows can execute logic, interact with the Salesforce database, call Apex classes, and guide users through screens for collecting and updating data. The best part is that you can do all of this without using any code! While Flow can enable you to do a lot without coding, there are tricks, techniques, and tactics that can make working with Flow easier. In Summer ‘14 we’ve introduced new variable types, logic operators, and the ability to launch a flow without requiring a user. In this webinar we’ll show some of those techniques to make working with Flows easier, how to launch a Flow without requiring a user to start it, how to use loops and sObject variables, and how to use Visualforce pages to style Flow screens. Key Takeaways: ::Learn techniques to make working with Visual Workflow easier ::Understand best practices for debugging Flows ::See how to launch a Flow without clicking a button ::Build a Flow that uses Visualforce pages for styling and making mobile Flows Intended Audience: This session is for Salesforce System Administrators, as well as Developers who want to learn more about Visual Workflow. No coding required! Recommended Resources and Videos: https://developer.salesforce.com/en/events/webinars/power_of_flow

1. Step Up Your Workflow:
Advance Visual Workflow
August 27th 2014

2. #forcewebinar
Speaker
Bill Takacs
Product Manager, Visual Workflow
sfdcbill
btakacs@salesforce.com

3. Safe Harbor
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 intellectual property and other l itigation, risks associated with
possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our abi lity 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-Q for the most recent fiscal quarter ended July 31, 2012. This 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.
#forcewebinar

4. Go Social!
@salesforcedevs / #forcewebinar
Salesforce Developers
Salesforce Developers
Salesforce Developers
+Salesforce Developers
#forcewebinar
This webinar is being
recorded!
The video will be posted to YouTube
& the webinar recap page
(same URL as registration).

5. Have Questions?
 Don’t wait until the end to ask your question!
– Technical support will answer questions starting now.
 Respect Q&A etiquette
– Please don’t repeat questions. The support team is working
their way down the queue.
 Stick around for live Q&A at the end
– Speakers will tackle more questions at the end, time-allowing.
 Head to Developer Forums
– More questions? Visit developer.salesforce.com/forums
#forcewebinar

6. Agenda
• Quick Recap of Visual Workflow
• Best practices of when building Flows – including debugging
• How to launch a Flow without requiring a user
• How to build a Flow with a Loop
• How to embed a Flow in a Visual Force page
• How to style Flow Screens and make them mobile
#forcewebinar

7. Why Salesforce?
Idea
#forcewebinar
Build App
Idea
buy &
setup
hardware
install
complex
software
define user
access
build & test
security
make it
mobile &
social
setup
reporting &
analytics
build
app
Traditional Platforms
6-12 Months?
App
App

8. Programmatic Declarative
Develop, package and instantly deploy apps
Access rich APIs and frameworks
Code in your favorite language
#forcewebinar
Add fields, design layouts, and manage users
Point-and-click workflow & business logic
Drag-and-drop reports and dashboards

9. #forcewebinar
Recap on Visual Workflow

10. What is Visual Workflow
 Declarative toolset to build and execute processes related to
Salesforce domains: Marketing, sales, service and support
 Extensible via APEX and Visualforce
 Currently working on the ability to handle any process required
within Marketing, Sales, Service, Support– BPM “Light”
#forcewebinar

11. Understanding Flows
 Flows are visual representations of a series of events
– They can contain multiple decisions (if / then), branching, and looping logic
– You can do more than creating tasks, field updates, and send emails – you can
also create, update, and delete multiple records – and embed a flow within a
flow
 When creating a Flow, there are a number of things to consider when
you’re getting started
– What objects do I want to access?
– What are the fields I want to access?
– If creating a new record, what record types do I want to use, who should the
owner be, and what are the required fields for creating a new record?
#forcewebinar

12. Flows Components
 Cloud Flow Designer
 Flow Management
 Flow Runtime
#forcewebinar

13. #forcewebinar
Flow Best Practices

14. Flow Best Practices
 Design before you build
 Think through your data and variables
– Build a convention for you variables
 Use IDs to bring data into the Flow
 Test! How?
– Use Screens to debug or emails for headless
– Don’t forget the Fault Connector!
 Data operations in loops
#forcewebinar

15. #forcewebinar
Debugging Flows

16. Fault Message
#forcewebinar

17. Fault Connector
 What it does:
– Flow will generate system error messages when it encounter a
fault
– Flow has a system variable to handle text of these error
:$FlowSystemFaulMessage
– You have to tell Flow what to do with them or you won’t see
them
– Fault connector can display or email the error
#forcewebinar

18. Flow Error Emails
 The last person to modify the Flow should receive an
email on the error
 You’ll only get email – unless you use the fault
connector
#forcewebinar

19. #forcewebinar
Trigger Ready Flows

20. Trigger Ready Flow
 How to turn the Flow from the last webinar into headless
– auto lead processing
 Create a workflow rule to fire a Flow Trigger
 Create a Flow Trigger to fire the Flow
#forcewebinar

21. Account Reassignment Flow
 Flow to reassign accounts
based on rating (hot, warm,
cold.
 User supplies relevant
UserNames
#forcewebinar
 Elements Required
– Fast Lookups
– Loop
– Fast Update
– Screen Element
– Email Action

22. #forcewebinar
Let’s Build The Flow

23. #forcewebinar
Survey
Your feedback is crucial to the success
of our webinar programs. Thank you!
http://bit.ly/advflow

24. #forcewebinar
October 13-16, 2014 • San Francisco,
CA
$899 DEVELOPER DISCOUNT CODE:
D14DVLPR
#devzone

25. Developers @ Connections
#forcewebinar
bit.ly/Devs2Connect14

26. #forcewebinar
Q&A
Bill Takacs
Product Manager, Visual Workflow
sfdcbill
btakacs@salesforce.com
If we don’t get to your question you can post them at:
Workflow Success Community: http://bit.ly/successqa
Developer Forum: http://bit.ly/devforumqa