Flows in the Service Console, Gotta Go with the FlowUse case, configuration and concerns for using Flow in the Service

Console

Duncan StewartPrincipal Application Business Analyst, NxStage Medical, Inc.dstewart@nxstage.com@fduncan

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The problem(s):

• Tech Support wants to simplify their process• Logistics, on the other hand, wants more detail• They both want to reduce the back & forth

Cases have evolved ‘organically’, as product portfolios growand business requirements for each department change over time.

The solution:

A combination of the Service Console, Custom Objects and Visual Workflow can help increase the amount of information available to all teams, and minimize the disruption to the existing Case processes. A little Apex, even less Visualforce, and some quality time in the Flow Designer can guide your users through the process.

Case detail alone

Service Console, child records & flow

Service Console, child records & flow

Flow / custom component, ‘partial state’Flow has been submitted; Case.Id is unavailable pending a refresh.

Flow / custom component, refreshedRelated list is populated, ‘Ready’ message displayed in interview component.

Why didn’t the Case update?

In your own scenarios, you may not need to update any Case fields. For all intents and purposes, you’re free to go. In this one, the rep is in the process of editing the Case, whether it’s capturing the details of the call the first time, or editing an existing record (they should be adding notes, at least). What happens if the flow generates a Case update before the rep has finished her edits?

It’s easy to create, modify or delete from within the flow, but timing is key with this one.

• Create a separate flow or trigger driven off the Case save(); wait for the User to finish.• What if they didn’t make any Case edits? Perhaps a different, time-based mechanism can be

associated to the child records, firing the Case update an hour after the flow completes. Separating this one out provides greater flexibility, as it’s easier to make edits to a small workflow or trigger.

The flow finished processing, and the related list shows that the child records were created; why didn’t we update the Case at the same time?

Review:

How did we work the magic to easily (for the User, at least) create child records and/or update the Case while still allowing the standard Case edits to go through?

• Custom Case launch (Salesforce Console Integration Toolkit, Javascript)• Custom Object to generate the requisite level of detail• Visual Workflow to guide the process• Visualforce page with Flow Interview component to launch it *• Flow / trigger for Case updates• Flow / trigger for child record deletions..?• * Using links to launch the flow(s) in console subtabs would take up less room. Tune in next

time…

The requisite beer reference(for you know who)

Questions?

thank y u