An Introduction

Agenda

1. Target market

2. How it works

3. Differentiators

4. Pricing

Design by

Process

Manage by

Project and Resource

Flow Types

1.Recurrent

2.One-time

3.Time-driven

● Fast Food Franchise

● Implement new POS

● In 6,000 stores

● Include external

Recurrent

● Global Clinical Research

● 800+ concurrent projects

● Run for years

● Hundreds of Steps

One-Time

● Technology company

● Multiple concurrent NFL games

● Time-driven, time-constrained

● Google Glass Wizard for technicians

Time-Driven

Build a

Recurrent Flow

Flow SettingsRecurrent Flow

Flow CanvasRecurrent Flow

Flow Responsibilities

Recurrent Flow

Steps and ConnectorsDesignRecurrent Flow

Flow Activation

Recurrent Flow

Flow TriggerExecuteRecurrent Flow

Step Notification (Chatter)

Recurrent Flow

Step Notification (Mobile)ExecuteRecurrent Flow

Step ExecutionExecuteRecurrent Flow

Flow Review (Data Record)ManageRecurrent Flow

Flow Review (Visual)ManageRecurrent Flow

User Dashboard (Browser)ManageRecurrent Flow

User Dashboard (Mobile)ManageRecurrent Flow

User Dashboard (Chatter)ManageRecurrent Flow

Flow History ReviewManageRecurrent Flow

Flow Extension and System LaneRecurrent Flow

Connector Types

Recursive

Parallel

Conditional

Contingent

Recurrent Flow

Step Properties

Recurrent Flow

Step ActionsFlow BuilderRecurrent Flow

Sub-FlowsFlow BuilderRecurrent Flow

Form Builder

Form SettingsForm Builder

Form Fields and Actions

Form Builder

Form Step AssignmentForm BuilderForm Builder

Form SelectionForm Builder

Form Generated Mobile AppForm Builder

One-Time Flow

Project Record CreationProject FlowOne-Time Flow

Flow Template Selection

One-Time Flow

Modified Cloned FlowOne-Time Flow

Date PlanningOne-Time Flow

Flow InitiationProject FlowOne-Time Flow

Schedule Management

One-Time Flow

Step Management

One-Time Flow

Flow Management: Record View

One-Time Flow

Cross-Project Planning and Review

ManageOne-Time Flow

Project Management: Critical ChainOne-Time Flow

Time-Driven Flow

Record Creation Project FlowTime-driven Flow

Flow CreationTime-driven Flow

Step Time Parameters

Time-driven Flow

Step RemindersTime-driven Flow

Reminder ConfigurationProject FlowTime-driven Flow

Escalation ConfigurationProject FlowTime-driven Flow

Step Rules

Unlike Recurrent Flows, a project Flow requires a

record to be created first.

Time-driven Flow

Rule ConfigurationlowTime-driven Flow

Action Assignment Time-driven Flow

Email Action Configuration

Time-driven Flow

Project FlowTime-driven FlowEmail Action Configuration (Advanced)

Form DesignTime-driven Flow

Form Rendering in SF1Time-driven Flow

Wizard

Wizard Rendering in

Google Glass

Visual Business Rules

Differentiators

1. Process + Project (+ Resource)

2. Simple, yet Powerful

3. Salesforce Platform

4. Completely Customizable

5. Non-Disruptive

6. Simple Pricing Model

Pricing