Introduction to Flow
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Flow is a declarative development tool that allows users to visually build automated workflows to gather information and update records. The demo showed a flow to automate case management by gathering required details for new user or feature requests, setting decision branches, and distributing the flow through Lightning App Builder. Additional resources for learning more about flow include Trailhead modules, the Success Community, The Wizard News, and the Wizardcast podcast.
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Introduction to Flow
- 1. Introduction to Flow April 26, 2017
- 2. Today’s Speakers Mark Ross Salesforce Practice Director Clarus Group @markross__c Brian Kwong VP of Delivery & Operations Better Partners @kwongerific Gillian Bruce Admin Evangelist Salesforce @gilliankbruce
- 3. Forward-Looking Statements 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.
- 4. Get Social with Us! @SalesforceAdmns #AwesomeAdmin Salesforce Admins The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
- 5. Join the Admin Webinar Group for Q&A! Ask your questions in the group! • We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
- 6. Today’s Agenda • What is flow? • DEMO: Build a flow • Resources • Q&A
- 8. Flow is Automation Flow is a declarative development tool. You can use visual screens to gather info from users and automatically update records.
- 9. The Flow Designer: Where the Magic Happens It’s Magic! Button Bar Canvas Palette Resources Explorer
- 10. Use Case: Case Management Users leave post-its, phone messages, and emails with requests for new users and new features, which are hard to track and require follow-up to get details. So… We need a way to log each request and gather the information needed from the requestor. We need a solution!
- 12. In Summary • We created a flow to automate new user and feature requests: • Gathered required fields • Set decision with branches for new user & new feature • We distributed the flow using Lightning App Builder to embed it in the homepage
- 13. Resources
- 14. Additional Resources Trailhead modules for guided learning: Process Automation, Flow Projects trailhead.salesforce.com The Success Community – check out the Automation Hour! success.salesforce.com The Wizard News - http://thewizardnews.com/ Wizardcast - http://thewizardnews.com/subscribe-to- podcast/