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Flow Runtime API Raji Srikantan QE Engineer [email protected]
BILL Takacs Product Manager [email protected] @sfdcbill
Chirag Raja Developer [email protected]
Jesenia Garcia - Rovetta Intern [email protected]
Safe harbor 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.
Safe Harbor
Bill Takacs Product Manager [email protected] @sfdcbill
Raji Srikantan QE Engineer [email protected]
Chirag Rajan Developer [email protected]
Jesenia Garcia - Rovetta Intern [email protected]
Toolset to build automated processes
Extensible via APEX and Visualforce
Supports Action Framework
Event System – Coming Soon!
What is Visual Workflow
Flows are visual representations of a series of events
• They can contain complex logic: multiple decisions (if / then), branching, and looping
• You can have users work with data / objects
• You can do more than creating tasks, field updates, and send emails – you can also create, update, and delete multiple records – and embed a flow within a flow
When creating a Flow, there are a number of things to consider when you’re getting started
• What objects do I want to access?
• What are the fields I want to access?
• If creating a new record, what record types do I want to use, who should the owner be, and what are the required fields for creating a new record?
• Build a flow chart of what you want to do
Understanding Flows
Flows Components
Cloud Flow Designer – Define the Process
Flow Management - Manage the Processes (Interviews)
Flow Runtime - Execute the Process (Interview)
SERVICE & SUPPORT
• Call scripting
• Diagnostics & troubleshooting guides
• Guided data entry processes
SALES
• Call Scripting
• Product configuration
• Sales quotations
• Guided selling with sales methodologies
• Guided Opportunity configuration
MARKETING
• Lead management and assignment
• Lead conversion
• Fulfillment automation
HR
• Employee on-boarding
• Satisfaction surveys
• Time off request and approvals
IT Enablement
• 2-factor auth.
• Machine configuration, management, assignment
• Account provisioning
• Login Flow
FINANCE
• PSA Management
• Budget Approval and Analysis
ADMIN Process
• Data management
Example Use Cases
What is “API”?
Types of APIs: REST, SOAP, Tooling, Metadata
Salesforce APIs
API First Strategy
Customer Demand for “Dynamic Screen Capability”
Many organizations with the ability to programmatically build
Why we built the API
Dynamic Fields
Dynamic Data
Dynamic Requirements
What do we mean by Dynamic
How to I “get” the API:
What tools are available to use: Workbench
https://chrome.google.com/webstore/detail/workbench-tools-for-googl/nanhambbggdgkloeldahjngdmngjgmhk?hl=en
https://addons.mozilla.org/en-US/firefox/addon/workbench-tools-for-firefox/
What can I develop with (e.g. only VF)?
Salesforce API Tools
Flow Runtime REST API – Getting Access
Accessing the REST API programmatically
On the platform: Visualforce, Apex
Off the platform: Java, PHP, etc
Using the Workbench tool to access the REST API
API Walkthrough
Demo
Introducing: Salesforce App Cloud
FORCE HEROKU ENTERPRISE THUNDER
AppExchange Trailhead
Shared Identity & Data Model Integration Shield
Trusted and Connected Platform Run all your apps on a trusted platform
Speed and Agility Every employee can build fast with clicks or code Complete Enterprise Ecosystem Best place to learn, build, buy, and sell apps
Win one of ten SONOS speakers at the App Cloud Keynote!
App Cloud Product Showcase
Moscone North
IT Ranger Station in the Dev Zone
Moscone West, 2nd Floor
Thursday, September 17, 2pm — Moscone South
Tod Nielsen
EVP, App Cloud Salesforce
Mike Anderson
CIO Crossmark
Herry Stallings
AVP App Dev USAA
Heather Quiqley-Allen
VP Marketing Bosma Enterprises
Learn more about App Cloud:
Questions
Flow Getting Started Resources Trailhead:
http://developer.salesforce.com/trailhead
Cloud Flow Designer Workbook (Good place to start)
http://www.salesforce.com/us/developer/docs/workbook_flow/
Flow Getting Started Resource Pack (Pre-built Flows - good way to learn):
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wYVIEA2
Visual Workflow Implementation Guide
http://na14.salesforce.com/help/pdfs/en/salesforce_vpm_implementation_guide.pdf
Demo at Github:
https://github.com/flownatic
How to I “get” the API:
What tools are available to use: Workbench
https://chrome.google.com/webstore/detail/workbench-tools-for-googl/nanhambbggdgkloeldahjngdmngjgmhk?hl=en
https://addons.mozilla.org/en-US/firefox/addon/workbench-tools-for-firefox/
What can I develop with (e.g. only VF)?
Salesforce API Tools
Talk to your account rep and have them nominate you.
How to get into the Pilot
