Business Automation with Flow Triggers Marcel Golembiewski Sales Engineer

Overview Demonstration Use Case Examples

Agenda Business Automation with Flow Triggers (Release: #Summer14)

•  Feature Description •  Business Value •  Apex vs. Flow Triggers

•  Setup a Flow to update the opportunity stage when a quote is created

•  Create the according workflow rule •  Create the according Flow Trigger •  Verification with simple test

•  Collaboration: Leverage auto-collaboration between Sales and Service

•  Partner Community: Account assignments to Partner

•  HR: Auto-deny applicants depending on interviewer feedback

Declarative Customizing 80% in Salesforce is Point & Click

• Data Model & User Interface • User Privileges • Workflows…

New in Summer 14: • Design complex Business Processes with Visual Flow with Drag & Drop which do not require any user interaction (Generally available)

• Flow Trigger as new Workflow Action in a Workflow Rule (available via pilot program)

80%

Modeling the Business Process

• Design the Flow with Drag & Drop • Create Branches with own process logic • Use Loops to process multiple records • Supported also:

–  Global Actions (e. g. “New Opportunity”) –  Existing Workflow Actions

No Apex Triggers for many use cases. Make processes mobile with Chatter Publisher Actions. Prototyping with versioning support.

Who will benefit from Flow Triggers?

Developers Admins Employees Partners Your Customers

Decrease workload Focus on real development tasks

Faster implementation of new business processes Prototyping with Business Owners

Less data maintenance Support processes also via mobile devices Proactive notifications

Partner Community processes

Impress your customers with excellent Service

Demonstration

Agenda Business Automation with Flow Triggers (Release: #Summer14)

•  Setup a Flow to update the opportunity stage when a quote is created

•  Create the according workflow rule •  Create the according Flow Trigger •  Verification with simple test

LIVE

Use Case Examples

Agenda Business Automation with Flow Triggers (Release: #Summer14)

•  Collaboration: Leverage auto-collaboration between Sales and Service

•  Partner Community: Account assignments to Partner

•  HR: Auto-deny applicants depending on interview feedback

Collaboration Example: Service Agent identifies Opportunity

Partner Example: Locking Account Assignments

HR Example: auto-reject applicant on negative feedback

More Information on Flow Triggers

Check out the Summer 14 Release Notes! (pages 202-210)

https://help.salesforce.com/help/pdfs/en/salesforce_summer14_release_notes.pdf

German Developer User Groups

Marcel Golembiewski Sales Engineer Email: mgolembiewski@salesforce.com Tel: +49 162 103 47 23