Introduction to the Power of Visual WorkflowJan VandeveldeBelgium User Group LeaderSalesforce Consultant

Visual WorkflowWhat is it?

Flows are built from elements. Elements represent actions, such as presenting information to, or collecting information from, flow users. Elements can also query, create, update, and delete information in Salesforce. When you connect elements together in the Flow Designer, you create a flow, or a series of actions that work together to accomplish one or more tasks. Resources include variables, constants, or formulas and are used to store or manipulate data within the flow.

Can be called directly through URL, Apex or Process Builder (also from workflowrules for orgs that were in pilot program, now replaced by Process Builder)

Flows created with the Cloud Flow Designer, lets you visually string together one or more forms, business rules, and calls to backend processes to implement a complete business process without writing code.

Automation ToolsComparison

Visual WorkflowCloud Flow Designer

Button Bar (1): save your flow, test run, properties

Canvas (2): work area, visual diagram of your flow, zoom in/out, drag & drop your elements

Palette Tab (3): Add new elements, like Screens and Record Creates, to your flow from the Palette tab.

Resources Tab (4): Create new resources, like a variable or formula, to use in your flow from the Resources tab.

Explorer Tab (5): The Explorer tab is a library of all elements and resources that you’ve added to the flow.

Visual WorkflowBuilding blocks

1. Each element (1) represents an action that the flow can execute. Examples include reading or writing Salesforce data, displaying information to and collecting data from flow users, executing logic, or manipulating data.

2. Each connector (2) defines an available path that the flow can take at run time.

3. Each resource (3) represents a value that you can reference throughout the flow.

Visual WorkflowWant to learn more?

Recommended Learning Path Overview of Cloud Flow DesignerProcess Automation Module on Trailhead Establish Business Logic Cloud Flow Designer Workbook

Recommended Video Series Salesforce Flow (Visual Workflow) Call Script Demo Go with the Flow: Automating Business Processes with Clicks

Salesforce Labs: Visual Workflow Getting Started Pack https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wYVIEA2

This sample pack from Salesforce Labs contains a number of Flows you can review and use as guides.

Visual WorkflowMore resources for learning?

Salesforce Online Help for Visual Workflow Note: The link above takes you to “Visual Workflow Overview”. However, if you look in the “Browse Help” section, you’ll easily see this is just the first topic of many articles having to do with Visual Workflow.

Visual Workflow Implementation Guide

Visual Workflow

Success Salesforce Note: You must login to success.salesforce.com. You should be able to use an existing Salesforce login. Click on Collaboration. The Groups you will be interested in are:

“Visual Workflow Discussions” “Salesforce Workflow Automation” (Also used for Process Builder)

Add Scoping Questions to new Opportunities

Requirement:

There is a custom object called Scoping questions which contains a number of records that should be added to every newly created opportunity. New questions could be added, modified or deleted at every moment in time. The questions that exist at time of creation of the opportunity should be added…

Watch the Video Tutorial at http://bit.ly/FTVisualFlow

Add Scoping Questions to new Opportunities

Let’s break it down in steps:1. On creation of new Opportunity this process should be started2. Create a list of all scoping question records at that moment3. For each scoping question in this list:

1. Create a new Opportunity Scoping Question record2. Assign it the Opportunity ID of the Opportunity that kicked of the flow3. Assign it the name, category and question of this Scoping Question

Add Scoping Questions to new Opportunities

In an Apex Trigger this would look like:

Hands on

Here is what it looks like in Flow:In Flow this would look like:

Replace a wrong campaignmember

Requirement:

1. Delete campaignmember or change status

2. Go to the account

3. Lookup the correct contact

4. Click Campaign History related list

5. Click add to campaign

6. Lookup the campaign

7. Add the contact to the campaign

8. Continue working on the campaignmember

When calling campaignmembers for specific campaign the Marketing dept. sometimes choses an incorrect contact. Replacing a contact as campaignmember by another can be a tedeous job:

Watch the Video Tutorial at http://bit.ly/FTVisualFlow

Create Customer Satisfaction Surveys

Requirement:

Marketing launched a new support plan and wants to capture customer feedback on it. Agents need to be able to quickly create Customer Satisfaction Surveys following a call script.

Watch the Video Tutorial at http://bit.ly/FTVisualFlow

Lead Followup Process

Requirement:

In the last step, if lead has an email address, an email should be sent that we tried to contact the prospect.If the task has a positive outcome, the leadstatus should be updated as specified

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When a new lead is created an new followup task day + 1 should be created. When that task is finished with a negative outcome a new followup task should be created day + 1 and the leadstatus should be updated, up to max 3 times.

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