Flow enables developers and admins to easily automate complex processes and execute custom logic with clicks, not code. But you can also manipulate flows programmatically via the Metadata, Tooling and and, as of the Winter 16' release REST API - Flow Runtime. Join us to learn from the engineers who built the API how to manipulate flow with the API. See examples of how this empowers you to build better applications for your customers.
ICT role in 21st century education and its challenges
Building Dynamic UI with Visual Workflow Runtime API
1. Flow Runtime API
Raji Srikantan
QE Engineer
rsrikantan@salesforce.com
BILL Takacs
Product Manager
btakacs@salesforce.com
@sfdcbill
Chirag Raja
Developer
crajan@saleforce.com
Jesenia Garcia - Rovetta
Intern
jgarciarovetta@salesforce.com
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Safe Harbor
4. Toolset to build automated processes
Extensible via APEX and Visualforce
Supports Action Framework
Event System – Coming Soon!
What is Visual Workflow
5. Flows are visual representations of a series of events
• They can contain complex logic: multiple decisions (if / then), branching, and looping
• You can have users work with data / objects
• 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?
• Build a flow chart of what you want to do
Understanding Flows
6. Flows Components
Cloud Flow Designer – Define the Process
Flow Management - Manage the Processes (Interviews)
Flow Runtime - Execute the Process (Interview)
7. SERVICE & SUPPORT
• Call scripting
• Diagnostics & troubleshooting guides
• Guided data entry processes
SALES
• Call Scripting
• Product configuration
• Sales quotations
• Guided selling with sales methodologies
• Guided Opportunity configuration
MARKETING
• Lead management and assignment
• Lead conversion
• Fulfillment automation
HR
• Employee on-boarding
• Satisfaction surveys
• Time off request and approvals
IT Enablement
• 2-factor auth.
• Machine configuration, management,
assignment
• Account provisioning
• Login Flow
FINANCE
• PSA Management
• Budget Approval and Analysis
ADMIN Process
• Data management
Example Use Cases
9. API First Strategy
Customer Demand for “Dynamic Screen Capability”
Many organizations with the ability to programmatically build
Why we built the API
11. How to I “get” the API:
What tools are available to use: Workbench
https://chrome.google.com/webstore/detail/workbench-tools-for-googl/nanhambbggdgkloeldahjngdmngjgmhk?hl=en
https://addons.mozilla.org/en-US/firefox/addon/workbench-tools-for-firefox/
What can I develop with (e.g. only VF)?
Salesforce API Tools
17. Introducing: Salesforce App Cloud
FORCE HEROKU ENTERPRISE THUNDER
AppExchange Trailhead
Shared Identity & Data Model Integration Shield
Trusted and Connected Platform
Run all your apps on a trusted platform
Speed and Agility
Every employee can build fast with clicks or code
Complete Enterprise Ecosystem
Best place to learn, build, buy, and sell apps
18. Win one of ten SONOS speakers at the App Cloud Keynote!
App Cloud Product Showcase
Moscone North
IT Ranger Station in the Dev Zone
Moscone West, 2nd Floor
Thursday, September 17, 2pm — Moscone South
Tod Nielsen
EVP, App Cloud
Salesforce
Mike Anderson
CIO
Crossmark
Herry Stallings
AVP App Dev
USAA
Heather Quiqley-Allen
VP Marketing
Bosma Enterprises
Learn more about App Cloud:
20. Flow Getting Started Resources
Trailhead:
http://developer.salesforce.com/trailhead
Cloud Flow Designer Workbook (Good place to start)
http://www.salesforce.com/us/developer/docs/workbook_flow/
Flow Getting Started Resource Pack (Pre-built Flows - good way to learn):
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wYVIEA2
Visual Workflow Implementation Guide
http://na14.salesforce.com/help/pdfs/en/salesforce_vpm_implementation_guide.pdf
Demo at Github:
https://github.com/flownatic
21. How to I “get” the API:
What tools are available to use: Workbench
https://chrome.google.com/webstore/detail/workbench-tools-for-googl/nanhambbggdgkloeldahjngdmngjgmhk?hl=en
https://addons.mozilla.org/en-US/firefox/addon/workbench-tools-for-firefox/
What can I develop with (e.g. only VF)?
Salesforce API Tools
22. Talk to your account rep and have them nominate you.
How to get into the Pilot