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Get Into Lightning Flow Development
November 29, 2018 | 10:00 a.m. PDT
Arnab Bose
VP Product
Development
Salesforce
Alex Edelstein
Senior Director
Product Development
Salesforce
Jason Teller
Senior Director
Product Development
Salesforce
Forward-Looking Statement
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 any litigation, risks associated with completed and any possible mergers and
acquisitions, the immature market in which we operate, our relatively limited operating history, our ability 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter.
These 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.
Agenda
● Lightning Flow Overview
● Demos
● Lightning Flow Roadmap
● Q&A
Everyone Has an Idea for an App
Technology has the potential to transform everyone’s experience
Your Customers
Personal
Assistant
Finance
Wellness Style
Guide
Ordering
Deliveries Onboarding
Mentoring
Recognition
Compliance
Recruiting
Your
App Idea
Your Employees
But simply building an app isn’t good enough.
Build an incredible app experience.
Seamless Experience
Automated around the
customer and employee
Disconnected Experience Build
Beautiful UX
Add to every
touchpoint
Create
Process Logic
Code
Time
Code
Time
Integrate
Systems
Why we built Lightning Flow
To solve the dev/admin challenge in building seamless experiences
IDC Business Value Paper, sponsored by Salesforce, Business Value of
Building Apps on the Salesforce Lightning Platform, September 2018
Introducing the Lightning Platform
No-Code Builders
Anyone can solve business problems fast using
drag-and-drop tools, without writing a line of code
Pro-Code Tools
Focus programmatic developers on the highest-value
initiatives like building Lightning Components
Enterprise Services
Ensure governed and compliant app development,
leveraging out-of-the-box functionality
The fast, easy, and fun way to build apps
+57%
Faster App Dev
Flow Builder and Process Builder
Flow Engine
Flow Ecosystem
Lightning Flow
Build rich and dynamic app experiences with declarative process automation
Lightning Flow Components
Design guided visual processes to build
rich flow screens
Integrated Processes
Orchestrate workflows and 3rd party
services with Flow Actions, Platform
Events, External Services & Local Actions
Process-Driven Apps
Embed processes into every customer
and employee app experience
Lightning Flow Components
Flow Solutions
on AppExchange
Delivering Admin and Developer Tools that Work Together
Bringing IT and business together so they can work side-by-side to build dynamic apps
Mary Olson Fajimi
IT Development Manager
US Auto Sales
Adam Rutland
Software Engineer,
Vlocity
Build Beautiful UX
Create Process Logic
Integrate Systems
New* Flow Builder
Debugger
Flow Actions
Platform Events
External Services
Local Actions
Flow Screen Components
Add to every touchpoint
App Builder
Community Builder
Quick Actions
Utility Bar
Seamless Experience
Automated around the
customer and employee
Everything You Need to Create Seamless Experiences
Time Code
What’s new
Available in Spring ‘19
Flow Builder Available in Spring ‘19
Faster, easier, and more intuitive flow building to deliver dynamic apps
Familiar and Intuitive
Simplified tool palette, intuitive shapes, and standard
form controls make building flows easier than ever
Lightning-Fast Performance
Built with Salesforce’s latest and most performant
front-end technologies, you can say goodbye to Flash
Seamless and Integrated
Existing flows continue to run like they did before and
they work with flow actions on AppExchange
Unified
Builders
Header &
Toolbar
Improved
Shapes and
Colors
And more...
Simplified
Palette
Flow Builder Demo
Flow Solutions Category on AppExchange in Winter ‘19
Extend the power of Lightning Flow
Use drag-and-drop Flow Actions in Lightning Flow to
unlock more actions than previously imaginable
Make data, apps, and services work together
Pull in external data and perform actions on other
systems declaratively—reducing integration efforts
Connect in more ways than one
String multiple partner Flow Actions together to solve
the broadest set of business process challenges
Accelerate development with Flow Actions that integrate with 3rd party systems
Flow Screen Components in Winter ‘19
Ever expanding drag and drop options for creating flow screens
Select a Number
Value with a Slider
Capture and Validate
Email Addresses
Capture Phone
Numbers
Capture URLs
Display
Dependent
Picklists
Capture
Names
Opt In with a
Toggle
Lightning Flow Actions &
Screen Components
Build Flows Quickly Using Drag-and-Drop Flow Actions
Assemble industry-specific flows on the fly
Flow Actions make it easy to create flows that connect with and
perform actions on third-party systems to build seamless,
guided, and connected experiences.
Find them under “Flow Solutions” on AppExchange
Actions
Accept a Credit Card
Payment
Add a Survey
Suggest Knowledge Articles Add a Video Player
Conduct Credit Check
View Recommended
Videos
Integrate to Netsuite Add a Task to a Project
Retrieve in LinkedIn Profile
Data
Run a Vlocity Omniscript
Check Weather Forecast
Generate a Quick Quote
for Loan Processing
Save and Send on a Task
Update Jira & Post to
Slack
Growing Collection of Flow Actions Available Now
Improved Troubleshooting Services in Summer ‘18
Debugging, Error Emails, and Error Messages
Friendly Error Messages for Process
Builder end users
Flow Debugger
Improved Debugging
via Org Tags
Distribution Lists for Flow Error Emails
Getting into the Flow
Using Flow in your Development Process
Demo - Flow in the Ecosystem
Lightning Flow + Platform Events + External Services + Lightning Community Builder
Parts Supplier
Process Builder
Process
Update Part
Request
Record
Chatter
Post
Dynamic
Part Order
Flow
EVENT BUS
PLATFORM
EVENTS
Order Part 1 Ext Svc
Order Part 2 Ext Svc
Order Part 3 Ext Svc
Fulfill Part 1 Event
Fulfill Part 2 Event
Fulfill Part 3 Event
Flow/Event Demo Flow - Ordering Parts
Salesforce DX + Lightning Flow
Winter ‘19: Opting in for Flow on CI/CD (and SFDX)
CI/CD (Continuous Integration/Continuous Delivery) software development best practices include:
○ Leverage a VCS (Version Control System) for code
versioning
○ Deployable packaging
○ Require tests for all code being packaged
○ Packages are active when deployed to environment
○ Flow/Process metadata filenames no longer change
with version
○ SFDX Scratch Orgs/Metadata package
○ 75% test coverage required on headless processes
○ Flows/Processes deployable as active
Winter ‘19: Opting in for Flow on CI/CD - Changes
CI/CD (Continuous Integration/Continuous Delivery) software development best practices include:
○ Leverage a VCS (Version Control System) for code
versioning
○ Deployable packaging
○ Require tests for all code being packaged
○ Packages are active when deployed to environment
https://sfdc.co/flowcicd
Lightning Flow Roadmap
Longer Term
● Lightning Flow Builder v1.1
(Deep Link to AppExchange)
● Expanded Platform Support
○ Complex (Apex) Type
● Flow Metrics and Testing
● Service: Flow in Snap-ins
● Einstein Next Best Action v1.1
(Strategy Templates)
Winter ‘19
● Lightning Flow Builder (Pilot)
● Flow Actions on AppExchange
● Flow CI/CD support
● New flow screen components
● Increased Flow limits & entitlement
● Einstein Next Best Action (Pilot)
Spring ‘19
● Lightning Flow Builder (GA)
● Expanded Platform Support
○ Flow Templates
○ External Objects
○ Standard Events
● Service: Launch Flow from Chatbots
● Einstein Next Best Action (GA)
Q & A
Try Trailhead: trailhead.salesforce.com
Join the conversation: @salesforcedevs
Lightning Flow Trailhead Modules & Resources
Lightning Flow
Trailhead Module
Automate processes for every
app, experience, and portal with
declarative tools.
https://trailhead.salesforce.com/mo
dules/business_process_automation
Unofficial Flow
Possible unofficial source of
unofficial Lightning Flow
resources
https://tiny.cc/unofficialflow
Lightning Flow
Developer Center
One stop shop for you to
kickstart your journey with
Lightning Flow
https://developer.salesforce.co
m/devcenter/lightningflow
Lightning Flow Dev Center
● Trailhead
● Webinars
● Demo videos
and more...like the webinar Lightning
Guided Engagement and the Action
List component.
Survey
Your feedback is crucial to the success of our
webinar programs. Please fill out the survey at
the end of the webinar. Thank you!
Get Into Lightning Flow Development

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Get Into Lightning Flow Development

  • 1. Get Into Lightning Flow Development November 29, 2018 | 10:00 a.m. PDT Arnab Bose VP Product Development Salesforce Alex Edelstein Senior Director Product Development Salesforce Jason Teller Senior Director Product Development Salesforce
  • 2. Forward-Looking Statement 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 any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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.
  • 3. Agenda ● Lightning Flow Overview ● Demos ● Lightning Flow Roadmap ● Q&A
  • 4. Everyone Has an Idea for an App Technology has the potential to transform everyone’s experience Your Customers Personal Assistant Finance Wellness Style Guide Ordering Deliveries Onboarding Mentoring Recognition Compliance Recruiting Your App Idea Your Employees
  • 5. But simply building an app isn’t good enough. Build an incredible app experience.
  • 6. Seamless Experience Automated around the customer and employee Disconnected Experience Build Beautiful UX Add to every touchpoint Create Process Logic Code Time Code Time Integrate Systems Why we built Lightning Flow To solve the dev/admin challenge in building seamless experiences
  • 7. IDC Business Value Paper, sponsored by Salesforce, Business Value of Building Apps on the Salesforce Lightning Platform, September 2018 Introducing the Lightning Platform No-Code Builders Anyone can solve business problems fast using drag-and-drop tools, without writing a line of code Pro-Code Tools Focus programmatic developers on the highest-value initiatives like building Lightning Components Enterprise Services Ensure governed and compliant app development, leveraging out-of-the-box functionality The fast, easy, and fun way to build apps +57% Faster App Dev
  • 8. Flow Builder and Process Builder Flow Engine Flow Ecosystem Lightning Flow Build rich and dynamic app experiences with declarative process automation Lightning Flow Components Design guided visual processes to build rich flow screens Integrated Processes Orchestrate workflows and 3rd party services with Flow Actions, Platform Events, External Services & Local Actions Process-Driven Apps Embed processes into every customer and employee app experience Lightning Flow Components Flow Solutions on AppExchange
  • 9. Delivering Admin and Developer Tools that Work Together Bringing IT and business together so they can work side-by-side to build dynamic apps Mary Olson Fajimi IT Development Manager US Auto Sales Adam Rutland Software Engineer, Vlocity
  • 10. Build Beautiful UX Create Process Logic Integrate Systems New* Flow Builder Debugger Flow Actions Platform Events External Services Local Actions Flow Screen Components Add to every touchpoint App Builder Community Builder Quick Actions Utility Bar Seamless Experience Automated around the customer and employee Everything You Need to Create Seamless Experiences Time Code
  • 12. Flow Builder Available in Spring ‘19 Faster, easier, and more intuitive flow building to deliver dynamic apps Familiar and Intuitive Simplified tool palette, intuitive shapes, and standard form controls make building flows easier than ever Lightning-Fast Performance Built with Salesforce’s latest and most performant front-end technologies, you can say goodbye to Flash Seamless and Integrated Existing flows continue to run like they did before and they work with flow actions on AppExchange
  • 13. Unified Builders Header & Toolbar Improved Shapes and Colors And more... Simplified Palette Flow Builder Demo
  • 14. Flow Solutions Category on AppExchange in Winter ‘19 Extend the power of Lightning Flow Use drag-and-drop Flow Actions in Lightning Flow to unlock more actions than previously imaginable Make data, apps, and services work together Pull in external data and perform actions on other systems declaratively—reducing integration efforts Connect in more ways than one String multiple partner Flow Actions together to solve the broadest set of business process challenges Accelerate development with Flow Actions that integrate with 3rd party systems
  • 15. Flow Screen Components in Winter ‘19 Ever expanding drag and drop options for creating flow screens Select a Number Value with a Slider Capture and Validate Email Addresses Capture Phone Numbers Capture URLs Display Dependent Picklists Capture Names Opt In with a Toggle
  • 16. Lightning Flow Actions & Screen Components
  • 17. Build Flows Quickly Using Drag-and-Drop Flow Actions Assemble industry-specific flows on the fly Flow Actions make it easy to create flows that connect with and perform actions on third-party systems to build seamless, guided, and connected experiences. Find them under “Flow Solutions” on AppExchange Actions
  • 18. Accept a Credit Card Payment Add a Survey Suggest Knowledge Articles Add a Video Player Conduct Credit Check View Recommended Videos Integrate to Netsuite Add a Task to a Project Retrieve in LinkedIn Profile Data Run a Vlocity Omniscript Check Weather Forecast Generate a Quick Quote for Loan Processing Save and Send on a Task Update Jira & Post to Slack Growing Collection of Flow Actions Available Now
  • 19. Improved Troubleshooting Services in Summer ‘18 Debugging, Error Emails, and Error Messages Friendly Error Messages for Process Builder end users Flow Debugger Improved Debugging via Org Tags Distribution Lists for Flow Error Emails
  • 20. Getting into the Flow Using Flow in your Development Process
  • 21. Demo - Flow in the Ecosystem Lightning Flow + Platform Events + External Services + Lightning Community Builder
  • 22. Parts Supplier Process Builder Process Update Part Request Record Chatter Post Dynamic Part Order Flow EVENT BUS PLATFORM EVENTS Order Part 1 Ext Svc Order Part 2 Ext Svc Order Part 3 Ext Svc Fulfill Part 1 Event Fulfill Part 2 Event Fulfill Part 3 Event Flow/Event Demo Flow - Ordering Parts
  • 23. Salesforce DX + Lightning Flow
  • 24. Winter ‘19: Opting in for Flow on CI/CD (and SFDX) CI/CD (Continuous Integration/Continuous Delivery) software development best practices include: ○ Leverage a VCS (Version Control System) for code versioning ○ Deployable packaging ○ Require tests for all code being packaged ○ Packages are active when deployed to environment
  • 25. ○ Flow/Process metadata filenames no longer change with version ○ SFDX Scratch Orgs/Metadata package ○ 75% test coverage required on headless processes ○ Flows/Processes deployable as active Winter ‘19: Opting in for Flow on CI/CD - Changes CI/CD (Continuous Integration/Continuous Delivery) software development best practices include: ○ Leverage a VCS (Version Control System) for code versioning ○ Deployable packaging ○ Require tests for all code being packaged ○ Packages are active when deployed to environment https://sfdc.co/flowcicd
  • 26. Lightning Flow Roadmap Longer Term ● Lightning Flow Builder v1.1 (Deep Link to AppExchange) ● Expanded Platform Support ○ Complex (Apex) Type ● Flow Metrics and Testing ● Service: Flow in Snap-ins ● Einstein Next Best Action v1.1 (Strategy Templates) Winter ‘19 ● Lightning Flow Builder (Pilot) ● Flow Actions on AppExchange ● Flow CI/CD support ● New flow screen components ● Increased Flow limits & entitlement ● Einstein Next Best Action (Pilot) Spring ‘19 ● Lightning Flow Builder (GA) ● Expanded Platform Support ○ Flow Templates ○ External Objects ○ Standard Events ● Service: Launch Flow from Chatbots ● Einstein Next Best Action (GA)
  • 27. Q & A Try Trailhead: trailhead.salesforce.com Join the conversation: @salesforcedevs
  • 28. Lightning Flow Trailhead Modules & Resources Lightning Flow Trailhead Module Automate processes for every app, experience, and portal with declarative tools. https://trailhead.salesforce.com/mo dules/business_process_automation Unofficial Flow Possible unofficial source of unofficial Lightning Flow resources https://tiny.cc/unofficialflow Lightning Flow Developer Center One stop shop for you to kickstart your journey with Lightning Flow https://developer.salesforce.co m/devcenter/lightningflow
  • 29. Lightning Flow Dev Center ● Trailhead ● Webinars ● Demo videos and more...like the webinar Lightning Guided Engagement and the Action List component.
  • 30. Survey Your feedback is crucial to the success of our webinar programs. Please fill out the survey at the end of the webinar. Thank you!