building complex traversing & branching apps using visual workflows and apex
DESCRIPTION
Use the power of Visual Workflows and Apex to build applications like Surveys, Call Scripts, and Quizzes. Join us as we demonstrate building complex workflows that traverse multiple paths based on users' input and custom branching logic.TRANSCRIPT
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Visual WorkflowsBuild Complex Branching & Traversing Applications
Kartik Viswanadha, Sokolove Law @logontokartik
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Kartik ViswanadhaGroup Leader Boston DUG@logontokartik
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Agenda▪ Visual Workflows
• Real World Use Cases• Visual Workflow Components• Limitations
▪ Apex in Visual Workflows• Why Apex?• Implementing Interfaces to build Plugins• Add Visualforce capabilities
▪ Demo (Quiz Builder App)▪ Q & A
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Visual Workflowswork·flow/ˈwərkˌflō/noun: workflow; plural noun: workflows
the sequence of industrial, administrative, or other processes through which a piece of work passes from initiation to completion.
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Visual WorkflowsReal World Scenarios
▪ Surveys• Survey tools to get the User Responses for series of questions and record them• Build reports
▪ Call Scripting• Scripting tools for Call Center agents to record responses.
▪ Wizards• Point and Click Solutions
▪ Forms• Dynamic Forms that process the data
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Visual WorkflowsComponents
▪ Logic • Decisions• Assignments
▪ Process• Screens• Sub-flows• Apex Plugins
▪ Data• Salesforce Objects Visual Workflows
Data
LogicProcess
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Visual WorkflowsLimitations & Design Considerations
▪ Salesforce Governor Limits▪ Limitations on Cloud Flow Designer ▪ Design Considerations
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Apex in Visual WorkflowsWhy Apex?
▪ Bridge the Gap▪ Re-usability▪ Eliminate Complexity
Apex Plugin
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Apex in Visual WorkflowsApex Plugins & Visualforce Support
IProcess.Plugin
Apex Plugin
Apex Plugin
Apex Plugin
Process.Plugin Interface
▪ describe()▪ invoke()
< /> { … }Visualforce, HTML &
CSS
▪ Custom <flow> tag▪ Custom css classes
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Use Case
Provide the user with a Quiz Builder Application that is easy to configure to create multiple types of quizzes and track the Quiz taker responses.
Quizly (Quiz Builder Application)
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Visualforce Solution
▪ Build Multiple Complex Visualforce Pages
▪ Build Complex Apex Controllers to Support
▪ Time consuming sustaining process for changes
▪ Tedious collaborations between Analysts and Programmers
Quizly (Quiz Builder Application)
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Proposed Salesforce Solution Highlights
▪ Use Visual workflows for branching questions
▪ Build Complex logic using Apex Plugins
▪ DML via Visual workflows
▪ Embed in Visualforce pages & Force.com sites.
Quizly (Quiz Builder Application)
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Object Model
▪ Quiz▪ Question▪ Answer
▪ Contact Response▪ Summary▪ Contact
Quizly (Quiz Builder Application)
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Contact Lookup
▪ Existing Contact?▪ Create new Contact
Quizly (Quiz Builder Application)
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Visualforce Page Embedding
▪ Custom tag <flow/>▪ Parameters▪ Custom CSS▪ Force.com Sites
<apex:page><flow/>
</apex:page>
Quizly (Quiz Builder Application)
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See it in actionhttp://quizmaster-developer-edition.na15.force.com/
DemoQuizly
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Visual WorkflowsComing up
▪ Input Field Support
▪ Debugging
▪ Multi-column Forms
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Visual Workflow Implementation Guide
▪ http://login.salesforce.com/help/doc/en/salesforce_vpm_implementation_guide.pdf
Visual Workflow Discussion Board
▪ http://boards.developerforce.com/t5/Visual-Workflow/bd-p/visual-workflow
Unmanaged Package for Quizly App
▪ http://bit.ly/17zTXqO
Github Link
▪ https://github.com/logontokartik/DF2013_Quizly
Resources
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Kartik ViswanadhaGroup Leader Boston
DUG
@logontokartik
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We want to hear from YOU!
Please take a moment to complete our session survey
Surveys can be found in the “My Agenda” portion of the Dreamforce app
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