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Building Dynamic UI with Visual Workflow Runtime API
The document provides an overview of Salesforce's flow runtime API and related tools, emphasizing the importance of understanding automated processes and their applications across various departments such as sales, HR, and finance. It includes forward-looking statements along with a safe harbor statement regarding potential risks and uncertainties in Salesforce's business operations. Additionally, it offers resources for getting started with the API and flow management, highlighting dynamic features and integration capabilities.
Building Dynamic UI with Visual Workflow Runtime API
- 1. Flow Runtime API RajiSrikantan QE Engineer rsrikantan@salesforce.com BILL Takacs Product Manager btakacs@salesforce.com @sfdcbill Chirag Raja Developer crajan@saleforce.com Jesenia Garcia - Rovetta Intern jgarciarovetta@salesforce.com
- 2. Safe harbor statementunder 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
- 3. Bill Takacs Product Manager btakacs@salesforce.com @sfdcbill RajiSrikantan QE Engineer rsrikantan@salesforce.com Chirag Rajan Developer crajan@saleforce.com Jesenia Garcia - Rovetta Intern jgarciarovetta@salesforce.com
- 4. Toolset to buildautomated processes Extensible via APEX and Visualforce Supports Action Framework Event System – Coming Soon! What is Visual Workflow
- 5. Flows are visualrepresentations 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
- 6. Flows Components Cloud FlowDesigner – Define the Process Flow Management - Manage the Processes (Interviews) Flow Runtime - Execute the Process (Interview)
- 7. 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
- 8. What is “API”? Typesof APIs: REST, SOAP, Tooling, Metadata Salesforce APIs
- 9. API First Strategy CustomerDemand for “Dynamic Screen Capability” Many organizations with the ability to programmatically build Why we built the API
- 10. Dynamic Fields Dynamic Data DynamicRequirements What do we mean by Dynamic
- 11. 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
- 12. Flow Runtime RESTAPI – Getting Access
- 13. Accessing the RESTAPI programmatically On the platform: Visualforce, Apex Off the platform: Java, PHP, etc
- 14. Using the Workbenchtool to access the REST API
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- 17. Introducing: Salesforce AppCloud 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
- 18. Win one often 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:
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- 20. Flow Getting StartedResources 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
- 21. 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
- 22. Talk to youraccount rep and have them nominate you. How to get into the Pilot