What can you do with Visual Workflow? Join us as we explain how to build a Flow with clicks and then how to extend that Flow with code. Through real-life examples, you will see how to incorporate logic-driven user interfaces into your applications to make life easier for your users.

1. A Developer's Guide to Visual Workflow
aka “Flow”
Mary Scotton, salesforce.com, Developer Evangelist
@rockchick322004
George Hart, salesforce.com, Lead Member of Technical Staff, Quality Engineering
Jassica Zhou, salesforce.com, Senior Member of Technical Staff, Quality Engineering

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3. “How can I get out of
the business of tweaking
my code every time the
business requirements
“How can I get this
change?”
simple change made without
my request sitting in a
queue for weeks?”

4. Agenda
Visual Workflow Overview
▪ Developer’s role
Code it!
▪ Extend and Enhance an App
Q&A

5. Visual Workflow
Overview
Draw out your process
Draw out your logic
Interact with any data
Forms/UI
Rules/Logic
Database
Calculations
Email
Integrate

6. Visual Workflow
Common Use Cases
Call Scripts
▪
Let your agent focus on customer and let Flow provide you with the relevant information.
“Smart” Forms
▪
Not just a form storing data. Include Logic.
Modern “Front End” to Backend System
▪
UI with Flow, Logic with Flow, Integrate through Web Services in Flow
Bring “App Focus” on Processes and Win the Battle of Clicks
▪
Provide only the relevant information and let Flow do the hard work.
Wizards
▪
No code solution.
Surveys
▪
Build dynamic survey, store survey data, deploy on a site – all without code.

7. Visual Workflow
Developer’s Role
Extend Logic with Apex
▪ Classic “Plug-in” approach to logic extensions
Customize UI with Visualforce
▪ Style
▪ Extend

10. VisualFlow Care
Logic/Code Extensions

11. VisualFlow Care
Logic/Code Extensions
Information To Keep Track of
▪ Federal Poverty Level (FPL) ~ $11,000 ($23,000 for Household of 4)
▪ Did the User’s State opt in for MEDICAID Expansion?
▪ Does Employer Offer Health Care coverage?

12. VisualFlow Care
Logic/Code Extensions
Schema
▪ Use the Account object to hold a user’s information
• Include custom field to store: Number in Household (Number)
• Include custom field to store: Federal Poverty Level for this user (Formula)
• Include custom field to store: is covered by Employer Insurance? (Checkbox)
▪ Created a custom State object
• Include custom field to store: did State opt in for Medicaid? (Checkbox)
▪ Created a custom Health Plan object for user’s to pick

13. VisualFlow Care
Logic/Code Extensions
Demo: admin@flow.demo1
▪ Draft the Logic
▪ Implement
▪ Test
▪ Extend
▪ Improve
▪ Style
▪ Deploy

14. VisualFlow Care
Logic/Code Extensions
Demo: Test
▪ Income < FPL
▪ No Employer Coverage
▪ State opted in for Medicaid Expansion
▪ Answer: Eligible for Medicaid Coverage
▪ Income < FPL
▪ No Employer Coverage
▪ State opted out of Medicaid Expansion
▪ Answer: Access to Health Exchange & Tax Break

15. VisualFlow Care
Logic/Code Extensions
Demo: Extend (External Callouts http://zip.elevenbasetwo.com/94107)

16. VisualFlow Care
Logic/Code Extensions
Demo
▪ Draft the Logic
▪ Implement
▪ Test
▪ Extend
▪ Improve
▪ Style
▪ Deploy

17. Visual Workflow
Resources
Cloud Flow Designer Workbook http://Cloud Flow Designer
Workbook http://bit.lyCloud Flow Designer Workbook http:
//bit.ly/Cloud Flow Designer Workbook http://bit.ly/sfdcflow
Visual Workflow Sample AppExchange Visual Workflow
Sample AppExchange Pack
developer.force.com wiki:
http://wiki.developerforce.com/page/Visual_Workflow
Discussion Board Forums
http://boards.developerforce.com/t5/Visual-Workflow/bd-p/visual-workflow

18. Mary Scotton
George Hart
Jassica Zhou
Developer Evangelist
@rockchick322004
LMTS, Quality Engineering,
SMTS, Quality Engineering

20. Demo Summary
Modeled the process in a Flow diagram
Converted into an interactive wizard
Embeded Web service call out in a wizard
Streamlined the process with subflows
Customized styling with Visualforce