3. Agenda
What is Visual Workflow? Which Designer should I use?
Use Cases Sales Cloud Flow demo
Sales Cloud Desktop Designer features
Service Cloud
Service Cloud Flow demo
Advantages of Flow Designers Cloud Designer features
Q&A
4. What is Visual Workflow?
Business Process Automation Designer
*Provides forms to capture and manage data
*Provides scripting for end users
*Performs calculations
*Apex Callouts for complex logic
*Email notifications
Drag and drop (Visio-like) interface
*Clicks - not code!
*Easily embeddable
*Custom Tabs
*Visualforce Pages
*Salesforce Sites
Capture data and take action in
Salesforce
*Create Records
*Look-up Records
*Edit Records
*Delete Records
5. Flow Use Cases
Sales Cloud
*Inbound/Outbound Telesales
*Call scripting
*Guided selling
*Reduced training
*Face to Face
*Rich Visualforce interface for
presentation
6. Flow Use Cases
Sales Cloud Results
* Decrease in customer life cycle
* Increase in customers contacted
* Consistent brand messaging
* Transparency for management
* Decrease in start up time for
employees
7. Flow Use Cases
Service Cloud
*Multi-step forms for online self-
service and trouble shooting guides
*Helps guide user to find solutions
to specific problems
*Gives clients the ability to reach out
without speaking with staff
*Allows internal employee efficiency
8. Flow Use Cases
Service Cloud Results
* Decrease in support resources needed
* Increases customer engagement
* Decreased resolution time
* Decreased talk time
* Increased self resolutions by customers
9. Advantages of Flow Designers
Desktop Designer
Convert Leads
Sub-Flow Support
Validate Flow Cloud Designer
Flow Simulator Native to Salesforce
Copy & Paste Uses Standard Formula Engine
Rich Interface
Less Complexity
Quicker deployment
10. Potential Risks
Desktop Designer Cloud Designer
Not native to Salesforce – No No lead conversion without
upgrades code
No flow validating
More complex
No support for sub-flows
Must upload to Salesforce
Cannot edit flow in Salesforce
11. Flow – Which Way to Go?
Desktop Designer
* If lead conversion is necessary the
desktop version has built in element
* Use for complex flows as this
supports the use of:
* Sub-Flows (one flow to another)
* Flow Validation (will it work?)
* Flow Simulations (end user view)
Cloud Designer
* Use for flows with less
complexity, which will not
benefit from sub-flows
* Use if you need editable
flows to be stored in
Salesforce
14. Why Implement Flow?
Increases Internal Efficiency
Data management
Automates creating, editing, and
deleting Salesforce records
Send the right records to the right
people
Reduces training efforts
Manage flows without IT support
Control flows with clicks not code
Enhances Customer Support
Help Now!
Guides end-user to optimal solution
15. Community Resources
Salesforce Desktop Flow Designer Workbook
Salesforce Visual Workflow Webinar
Salesforce Cloud Flow Designer Workbook
DeveloperForce Page – Get your own demo org
Salesforce Flow Designer Comparison