Download - Flow Presentation vFINAL
PowertotheAdmin! FastWaytoDeployProcess Onlylimitisyourimagination!
WhatisFlow?
Movescheduleddateswithopportunityclosedate
Createasetofon-boardingTaskswhenanopportunitycloses
Automaticallycreatefollow-uptasksfromatask
Mergecaseswhentwoareopenatonceforthesamecustomer
Setacustomerscorebasedonlookupdata
ABriefHistoryToknowwhereweare,youmustknowwherewe’vecomefrom…
WORKFLOW
VISUAL WORKFLOWFLOW PROCESS BUILDER
ProcessBuildervFlow
ProcessBuilder Flow
Is actually “Flow Lite”!Easier to useShould be first choice toolCan be used to trigger a Flow
Much more powerful Can handle complex processesHas own UI option
Business RequirementUniversalContainershaveanumberofproductbundles*thattheywanttosell.Thesebundlesaremadeupofotherproductsthatneedtobespecifiedonthesalesopportunity.
Solution
Menu:
Starter:Oppo
rtunity
Record
Type
Main Course:Flow
Dessert:TheW
orld’s
Simples
tVisualf
orce
Page™
Petit Four:C
ustomB
utton
Today’sDemoBuildingaFlowforProductBundles
*Productbundle(n).Acollectionofproductsorpartsthataresoldasacollection,usuallyatadiscountedprice.
Synonyms:SaleBomb;SalesBundle;ProductBomb;PackagedProduct
Starter:OpportunityRecordTypeSetup>Build>Customize>Opportunities>RecordTypes
SelectOpportunityDeterminePriceBook
UserInputpageforBundleSelection
FindPriceBookEntryrecordsCreateNewOpportunityLines
Setup>Build>Create>Workflow&Approvals>FlowsMainCourse:Flow
🕙 DEMOTIME🕚
Whatcouldpossiblygowrong?...
Dessert:TheWorld’sSimplestvfPage™Setup>Build>Develop>VisualforcePages
<apex:page standardController="Opportunity" > <flow:interview name="flowApplyBundle" finishLocation="/{!Opportunity.Id}" > <apex:param name="varOpportunityID" value="{!$CurrentPage.parameters.ID}"/> </flow:interview> <apex:detail subject="{!Opportunity.Id}"/></apex:page>
PetitFour:CustomButtonSetup>Build>Customize>Opportunities>Buttons,Links&Actions
GovernanceLimits
• Productsonabundle
AutolaunchedFlows
• CanbesettorunonCreateorEdit,butnotDeleteorUndelete
LightningandSF1
FurtherImprovements
• Allowforproductsmissingfromapricebook
• Addapricebookselectorpage
Considerations&Limitations
Rule1:KeepitSIMPLE
Rule2:Definetheprocessfirst
Rule3:Considerallroutes
Rule4:ThereisNOrule4
Rule5:Testallflowsthoroughlyinasandboxbeforedeploying
Rule6:Testallflowsthoroughlyinasandboxbeforedeploying
Nick’sRulesforahappylifeinFlowFlowBestPractices
WhatHappensWhenIIgnoreRules5&6?Howbigisyourinbox?
Blogpost:http://wp.me/p6YD6Q-2
SalesforceCloudFlowDesignerWorkbook:https://resources.docs.salesforce.com/sfdc/pdf/workbook_flow.pdf
Since Flow is relatively new and developing with each release, take note of the posted date of any material you may find.
WhereToFindOutMore
Q&A
[email protected]@CiberSpencer
ThankYou
NickSpencerSalesforceConsultant
[email protected]@CiberSpencer
Remembertotelluswhatyouthinkintheeventsurveywww.LondonsCalling.net/survey/