Three Trigger-Ready Flows You Can Build TodayPatrick Sheil

Consultant

Appirio

@patrickasheil

Grant Pearce

Director, Sales Technology & Enablement

Choice Hotels International

Place

Customer or

Partner logo in

white area of

slide, centered

Patrick SheilConsultant

@patrickasheil

Place

Customer or

Partner logo in

white area of

slide, centered

Grant PearceDirector, Sales Technology & Enablement

Session Agenda

• Description of Pilot Program

• Business Use Cases at Choice

• Live Demos of Solutions

• Look at Flow & Workflow Rules

• Build One in Real-Time

• Q&A

Vision for Success in Salesforce Implementation

• Intuitive User Interface

• Automation of repetitive tasks to increase efficiency

• Configuration with limited code

• Easily supported by admins, not developers

Pilot Program: “Launch Flows from Workflow Rules”

• Use cases called for a good amount of functionality that would require

triggers for new record creation, cross-object updates, etc.

• Wanted to allow administrators and the business control to make minor

modifications as requirements evolve over time.

• Participation in the program is upon request. Speak to your

salesforce.com Account Executive and request to be added to the pilot.

Launch Flows from Workflow Rules (Pilot)Program Description

• Visual Workflow

• Workflow Actions

• Similarities/Differences from Apex Triggers

• Benefits

Use to

introduce a

demo, video,

Q&A, etc. Flow #1: Chatter Auto-Follow

1. Subscribe Opportunity Team Members to OpportunityBusiness Use Case

• Allow users to easily collaborate on global opportunities

• Drive adoption of Chatter

• Reduce email notifications

• Keep correspondence public & in the feed

Use to

introduce a

demo, video,

Q&A, etc. Live Demo: Flow #1Dreamforce 2014

Workflow Rule & Flow Trigger Action

Visual Workflow Logic

Use to

introduce a

demo, video,

Q&A, etc. Flow #2: Batch-Create Child Records

2. Create Response Records for Nightly Room RequirementsBusiness Use Case

• Each opportunity has a set of overall nightly room requirements

• RFPs may be sent to multiple hotels on one opportunity

• Need to track the number of rooms each individual hotel offers and their rates

• Can view an individual hotel’s responses for each date and room type

Use to

introduce a

demo, video,

Q&A, etc. Live Demo: Flow #2Dreamforce 2014

Workflow Rule & Flow Trigger Action

Visual Workflow Logic

Use to

introduce a

demo, video,

Q&A, etc. Flow #3: Update All Child Records

3. Update All Child Records When Parent ChangesBusiness Use Case

• After a hotel offers a number of rooms for a particular night, a proposal is sent to the

client

• Client evaluates the hotel’s proposal and decides whether to accept or decline

• When the proposal is accepted, the rooms are booked and totals should roll up to

the parent opportunity

Use to

introduce a

demo, video,

Q&A, etc. Live Demo: Flow #3Build Flow, Workflow Rule, and Trigger

Lessons LearnedTips, Tricks, etc.

• Workflow rules with Flow Actions are less forgiving

• Solve for all possible outcomes (expected, alternate, unexpected)

• Add fault connectors wherever possible

• Deployment is tricky

– Activation is manual

– Version number conflicts

– Sequence of deployment steps (Flow, Activation, Workflow Action)

• Test coverage, while not required, helps

Use to

introduce a

demo, video,

Q&A, etc.

Q&A