Sales Force Flow Designer

Version 22.0: Summer '11

Flow Designer 7.0.5

Last updated: June 10, 2011

© Copyright 2000-2011 salesforce.com, inc. All rights reserved. Salesforce.com is a registered trademark of salesforce.com, inc., as are othernames and marks. Other marks appearing herein may be trademarks of their respective owners.

Table of Contents

Visual Workflow....................................................................................................................................................................................3

A Quick Tutorial to Get You Started.....................................................................................................4Tutorial Overview.....................................................................................................................................................................4Download the Flow Designer...................................................................................................................................................4Build a Flow..............................................................................................................................................................................4Test Your Flow..........................................................................................................................................................................8Upload Your Flow to Salesforce................................................................................................................................................8Run Your Flow in Salesforce.....................................................................................................................................................8Deploy Your Flow in Salesforce.................................................................................................................................................9

Flow Designer Functionality..............................................................................................................10Flow Designer Workspace Panels............................................................................................................................................10Flow Designer Tabs.................................................................................................................................................................10Document Toolbar..................................................................................................................................................................10Flow Controls Toolbar............................................................................................................................................................11Flow Element Toolbar.............................................................................................................................................................12Flow Designer Menus.............................................................................................................................................................12Connecting to Salesforce.........................................................................................................................................................16Grouping Elements.................................................................................................................................................................16Converting a Flow Element....................................................................................................................................................17Flow Designer Editor..............................................................................................................................................................17

Flow Elements...................................................................................................................................19Element Overview...................................................................................................................................................................19Statement Element..................................................................................................................................................................20Question Element...................................................................................................................................................................22Choice Element.......................................................................................................................................................................26Decision Element....................................................................................................................................................................28Allocator Element...................................................................................................................................................................30Flare Element..........................................................................................................................................................................31Form Element.........................................................................................................................................................................33Data Lookup Element.............................................................................................................................................................35Data Update Element..............................................................................................................................................................37Choice Lookup Element.........................................................................................................................................................39Sub Flow Element...................................................................................................................................................................42Send Email Element...............................................................................................................................................................43Lead Convert Element............................................................................................................................................................45Apex Callout Element.............................................................................................................................................................48Constant Element...................................................................................................................................................................50

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Table of Contents

Data Source Element..............................................................................................................................................................50Data Target Element...............................................................................................................................................................52Formula Element.....................................................................................................................................................................53Resource Element....................................................................................................................................................................54Value Table Element................................................................................................................................................................55Variable Element.....................................................................................................................................................................56

Visual Workflow Terminology............................................................................................................................................................58

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Table of Contents

Visual WorkflowFlows represent your business processes and run in your Salesforce organization as rule-based applications.Flows are built ina graphical interface and require no programing skills. They can be built quickly and are easily maintained.

With Visual Workflow you can outline and manage procedures such as approval processes, interviews, or call centerquestionnaires.

For the latest copy of this user guide go to: Flow Designer User Guide

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Visual Workflow

http://www.salesforce.com/us/developer/docs/firefly/salesforce_flow_designer.pdf

Tutorial OverviewFlows represent your business processes and run in your Salesforce organization as rule-based applications. Flows are built ina graphical interface and require no programing skills. They can be built quickly and are easily maintained.

With Visual Workflow you can outline and manage procedures such as approval processes, interviews, or call centerquestionnaires.

This tutorial provides steps to create and run a simple flow. The completed flow calculates a tip amount based on the mealprice and service quality. The tutorial has six procedures:

1. Download the Flow Designer2. Build a Flow3. Test Your Flow4. Upload Your Flow to Salesforce5. Run Your Flow in Salesforce6. Deploy Your Flow in Salesforce

Download the Flow DesignerTo download the Flow Designer:

1. Go to Your Name➤ Setup ➤ Create ➤ Workflow & Approvals ➤ Flows.2. Click Download Designer.3. Follow the steps in the wizard.

Note: If you're installing more than one version of the Flow Designer on your machine, be sure to install them intodifferent directories.

See Also:Tutorial OverviewBuild a Flow

Build a FlowThis section provides steps to build a basic flow. For more specific information see the Flow Designer Editor and ElementOverview sections.

A QUICK TUTORIAL TO GET YOUSTARTED

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Note: All the reference names of individual elements within a flow must be unique. You can create a naming convention.For example, name all variables using a beginning character such as v_variablename. This ensures a unique name foreach element.

1. Open the Flow Designer.

2. Click the New Flow icon or select File ➤ New.3. In the Edit Flow Summary window, enter the following information.

• A Unique Name, for this example enter TipCalculator. This is the name of the flow, which is used to refer tothis flow in the Force.com API

• A Name for this version of the flow. For this example enter Tip Calculator.• A Description of this flow. For this example enter A process to determine the correct gratuity

amount.

4. Click OK.

5. Insert a Question Element .

Note: You can enter elements two ways:

• Element toolbar: click the element icon you want to insert and then click on the Designpanel.

• Insert menu: select the element from the Insert menu.

6. In the Question Definition window enter the following information.

• On the General tab:

- Reference name, for this example enter Bill Amount. This is the name that appears in the Flow Designer.- Display text, for this example enter How much was the bill before taxes?. This is the text the

end-user sees when running the flow.

• On the Input tab:

- Input type, for this example select The user can provide input.- Input settings, for this example select Data Type Currency. In the Decimal places box enter 2. Click

OK.- Validation settings, for this example select None.

• On the Choices tab, for this example, select Show the choices as a list.• On the Settings tab:

- Element finish type, for this example select Let the system decide.- Select This element has help text and click Text. For this example enter Input must be numeric

with only two decimal places. Click OK.

7. Click OK to exit the Question Definition window.8. Right-click on the Bill Amount question element and select Set as start element.

9. Insert another Question Element .10. In the Question Definition window enter the following information.

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A Quick Tutorial to Get You Started Build a Flow


- Reference name, for this example enter Service Quality.- Display text, for this example enter How was the service quality?.

• On the Input tab: select Data Type Number.• On the Choices tab, for this example, select Show the choices as a list.• On the Settings tab:

- Element finish type, for this example select Let the system decide.- Select This element has help text and click Text. For this example enter Select the service

rating. Click OK.

11. Click OK to exit the Question Definition window.12. Connect the Bill Amount question element to the Service Quality question element.

Note: You can connect elements by hoovering over the first element until your cursor becomes a crossbar and thenclicking and dragging to the second element.

13. Insert four Choice Elements .14. In the Choice Definition window enter the following information.


- Reference name, for this example enter the following information relative to each Choice element.

- Choice one: Excellent Service

- Choice two: Average Service

- Choice three: Poor Service

- Choice four: No Service

- Display text, for this example enter the following information relative to each Choice element.

- Choice one: Excellent Service

- Choice two: Average Service

- Choice three: Poor Service

- Choice four: No Service

• On the Input tab:

- Select This element has a default value.- Select Data Type Number.- Default Value, for this example enter the following information relative to each Choice element.

- Choice one: 20- Choice two: 15- Choice three: 10- Choice four: 0

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15. Click OK to exit the Choice Definition window.16. Connect the Service Quality question element to each of the choice elements.

17. Insert a Formula Element .

Note: You can a insert formula by clicking Insert ➤ Formula.

18. In the Formula Definition window enter the following information.

• Reference name, for this example enter Calculate tip.• Formula, for this example enter [Bill Amount]*([Service Quality]/100).

Note: Double-click the elements in the Elements which can be used in your formula box to addthem to your formula.

• In Decimal places enter 2.

19. Click OK to exit the Formula Definition window.

20. Insert another Formula Element .21. In the Formula Definition window enter the following information.

• Reference name, for this example enter Calculate total.• Formula, for this example enter [Bill Amount]+[Calculate tip].• In Decimal places enter 2.

22. Click OK to exit the Formula Definition window.

23. Insert a Statement Element .24. In the Statement Definition window enter the following information.


- Reference name, for this example enter Bill Summary.- Display, for this example enter:

You should leave a tip of [Calculate tip].Your total bill is [Calculate total].

Note: Click Editor and drag the formula elements into the visual editor. Click OK to exit the editor.

25. Click OK to exit the Statement Definition window.26. Connect each of the choice elements to the Bill Summary statement element.

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27. Save your flow, for this example enter the file name TipCalculator.

See Also:Tutorial OverviewTest Your Flow

Test Your FlowTo test your flow in the Flow Designer follow these steps.

1. With your flow open in the Flow Designer, right-click the start element and select Run.2. Answer the questions in the flow preview panel. Click Back and Next to move between elements.3. Click Finish on the last element to exit the preview panel.

You can use the run feature in the Flow Designer to preview how end-users experience the flow. You can identify where helptext is needed and avoid uploading flows with problems.

See Also:Tutorial OverviewUpload Your Flow to Salesforce

Upload Your Flow to SalesforceTo upload your flow to Salesforce follow these steps.

1. Go to Your Name➤ Setup ➤ Create ➤ Workflow & Approvals ➤ Flows.2. On the flow list page, click Upload.3. Click Browse... to select your flow, in this example TipCalculator.4. Click Upload.5. Click Save.

See Also:Tutorial OverviewRun Your Flow in Salesforce

Run Your Flow in SalesforceTo run your flow in Salesforce follow these steps.

1. Go to Your Name➤ Setup ➤ Create ➤ Workflow & Approvals ➤ Flows and2. Click the name of your flow, in this example Tip Calculator.

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A Quick Tutorial to Get You Started Test Your Flow

3. Click the Run button to run the currently active version of the flow. If there is no version of the flow activated, the Runbutton runs the latest version of the flow. Alternately, to run an individual flow version, click Run next to the versionname.

Note: Only users with both the “Manage Force.com Flow” permission and the Force.com Flow User field enabledon their user detail page can run inactive flows. See User Fields in the Salesforce online help.

See Also:Tutorial OverviewDeploy Your Flow in Salesforce

Deploy Your Flow in SalesforceYou can deploy your flow as a custom web page, custom link, or a custom button within Salesforce.

For this tutorial, deploy your flow in Salesforce as a custom web page.

1. Go to Your Name➤ Setup ➤ Create ➤ Workflow & Approvals ➤ Flows and2. Click the name of your flow, in this example Tip Calculator.3. Click Activate in the Flow Versions related list.4. Copy the URL from the top-right of the detail page.5. Go to Your Name➤ Setup ➤ Create ➤ Tabs.6. In the Web Tabs related list, click New.7. Follow the New Web Tab wizard:

• For tab layout select Full page width.• For display properties:

- Tab Label: Gratuity- Tab Name: Gratuity- Tab Style: Stack of Cash

- Content Frame Height: 600

• For Description enter Web tab for tip calculator flow.• For Button or Link URL paste the URL from the top-right of the detail page.• For add to profiles leave all defaults.• For add to custom apps leave all defaults.

8. Click Save.

Note: Only users with the Visual Workflow User field (see User Fields in the Salesforce online help) enabledmay run flows.

See Also:Tutorial Overview

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A Quick Tutorial to Get You Started Deploy Your Flow in Salesforce

Flow Designer Workspace PanelsThe workspace is your working area to build your flow. It has four panels:

• The center panel is where you create your flow visually.•

The left panels are the Element Explorer and Element Dependencies panels. Use these panels to find all of theelements and variables in your flow. These panels are particularly useful in a large flow as you can navigate quickly to anelement. To view the left panels, go to Options ➤ Settings... and select Show the Flow element explorer.

• The right panel is the Flow User panel. This panel is where your flow runs when you test it before uploading to Salesforce.Use the tabs on page 10 at the bottom to view the help text, audit trail, or flow dialogs.

The left and right panes may be closed to allow more space to build your flow.

Flow Designer TabsThe Flow Designer has tabs above and below the workspace panels. The tabs above the workspace are the flows you currentlyhave open.

The lower tabs provide functions to help manage your flow:

•Flow on the center panel is the default tab, which provides the canvas to build your flow.

•Validate is a built-in flow validity checker. Use it on the current flow to test its internal logic and coherence.

•Flow specification generates a formal functional specification of your flow. Click Refresh to generate the current flow

specification.•

Procedure generates a formal specification in the form of a procedural or logical guide to the flow.•

Watch interview is a light debugging tool that shows which data are being called and identifies where connectionsare made - or not made when running the current flow.

• Help, on the right Flow User panel, shows the help notes of the current, running flow.

• Audit, on the right Flow User panel, shows the interview audit trail of the current, running flow.

•Flow, on the right Flow User panel, shows the interview dialogs of the current, running flow.

Document ToolbarThe document toolbar performs basic functions.

FLOW DESIGNER FUNCTIONALITY

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DescriptionIcon

Creates a new flow in your Flow Designer workspace.

Opens an existing flow from your desktop.

Saves the current flow in your Flow Designer workspace.

Saves all open flows.

Flow Controls ToolbarThe flow controls toolbar provides standard management functions for your flow.

DescriptionIcon

Reverts the last action to the current flow.

Reinstates the last undone action to the current flow.

Copies and cuts the selected element in the current flow.

Copies the selected element in the current flow.

Pastes the last element copied to the clipboard.

Deletes the selected element.

Resets the layout to normal scale.

Increases the scale of the current flow by 25 percent, up to amaximum of 200 percent normal scale.

Decreases the scale of the current flow by 25 percent, downto a minimum of 25 percent normal scale.

Groups all selected elements in the current flow. You canassign a name to element groups. See Grouping Elements onpage 16.

Removes the group name and dialog from the selected groupof elements.

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Flow Designer Functionality Flow Controls Toolbar

Flow Element ToolbarThe flow element toolbar, four Flow Designer toolbars allow you to quickly build and edit your flow.

DescriptionIcon

Pointer cursor for selection, moving, and connecting elementsin the workspace.

Inserts a Statement Element.

Inserts a Question Element.

Inserts a Choice Element.

Inserts a Decision Element.

Inserts an Allocator Element.

Inserts a Flare Element.

Inserts a Form Element.

Inserts a Data Lookup Element.

Inserts a Data Update Element.

Inserts a Choice Lookup Element.

Inserts a Sub Flow Element.

Inserts a Send Email Element.

Inserts a Lead Convert Element.

Inserts an Apex Callout Element.

Flow Designer MenusThis section provides details for Flow Designer menus.

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Flow Designer Functionality Flow Element Toolbar

DescriptionMenu Path

Creates a new, blank flow in your workspace.File ➤ New

Opens an existing flow saved on your file system.File ➤ Open

Retrieves a recently opened or created flow from a list of upto 10 flows.

File ➤ Open recent

Closes the current flow in your workspace.File ➤ Close

Exports the Flow specification as a Microsoft Word orHTML document and saves it to your file system.

File ➤ Export specification

Exports the Procedure as a Microsoft Word or HTMLdocument and saves it to your file system.

File ➤ Export procedure

Exports the flow as PNG file and saves it to your file system.File ➤ Export Flow...

Saves the current flow to the file system. An asterisk appearsin the open flow tab to indicate there are unsaved changes.

File ➤ Save

Allows you to choose the file type for your flow. For example,if it is saved as a .txt file it is not be opened automatically by

File ➤ Save as

the Flow Designer but it can be opened by a standard texteditor.

Closes the Flow Designer. If there are unsaved changes, youare prompted to save before exiting.

File ➤ Exit

Removes the latest changes to the flow.Edit ➤ Undo

Reinstates the previously undone changes to the flow.Edit ➤ Redo

Copies and then removes a flow element. It can then bere-inserted using Paste.

Edit ➤ Cut

Copies a flow element. It can then be re-created using Paste.Edit ➤ Copy

Inserts the last copied or cut element onto the flow in thelocation of the previously copied or cut element.

Edit ➤ Paste

Deletes the selected element from the flow.Edit ➤ Delete

Selects all visible flow elements in the workspace. You canthen perform aggregate functions on the elements, such as aglobal move.

Edit ➤ Select all

Displays a list of all constant elements in your flow and allowsyou to add, edit, and delete constants.

Edit ➤ Constants...

Displays a list of all data source elements in your flow andallows you to add, edit, and delete data sources.

Edit ➤ Data sources...

Displays a list of all data target elements in your flow andallows you to add, edit, and delete data targets.

Edit ➤ Data targets...

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Flow Designer Functionality Flow Designer Menus


Displays a list of all formula elements in your flow and allowsyou to add, edit, and delete formulas.

Edit ➤ Formula...

Displays a list of all resource elements in your flow and allowsyou to add, edit, delete resources.

Edit ➤ Resources...

Displays a list of all value table elements in your flow andallows you to add, edit, delete value tables.

Edit ➤ Value Tables...

Displays a list of all variable elements in your flow and allowsyou to add, edit, delete variables.

Edit ➤ Variables...

Converts the selected visual flow element into a differentelement, see Converting a Flow Element on page 17.

Edit ➤ Convert element

Shows the Edit Flow summary dialog and allows you to editthe Unique Name, Name, and description.

Edit ➤ Flow Summary...

Searches for text or properties of elements in the currentflow.Edit ➤ Find...

Sets the selected element as the start element, see Start andFinish Elements.

Edit ➤ Set as start element

Refreshes all flow elements. Refresh is useful if you havedrawing difficulties within the application, for example,incomplete connector lines drawn between flow elements.

View ➤ Refresh

Resets the layout of the Flow Designer. You can movetoolbars, menus, and panels around the workspace. Resetlayout restores default locations.

View ➤ Reset layout

Inserts an Allocator Element.Insert ➤ Allocator

Inserts an Apex Callout Element.Insert ➤ Apex Callout

Inserts a Choice Element.Insert ➤ Choice

Inserts a Choice Lookup ElementInsert ➤ Choice lookup

Inserts a Data Lookup Element.Insert ➤ Data lookup

Inserts a Data Update Element.Insert ➤ Data update

Inserts a Decision Element.Insert ➤ Decision

Inserts a Flare Element.Insert ➤ Flare

Inserts a Form Element.Insert ➤ Form

Inserts a Lead Convert Element.Insert ➤ Lead Convert

Inserts a Question Element.Insert ➤ Question

Inserts a Send Email Element.Insert ➤ Send Email

Inserts a Statement Element.Insert ➤ Statement

Inserts a Sub Flow Element.Insert ➤ Sub Flow

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Inserts a Constant Element.Insert ➤ Constant

Inserts a Data Source Element.Insert ➤ Data source

Inserts a Data Target Element.Insert ➤ Data target

Inserts a Formula Element.Insert ➤ Formula

Inserts a Resource Element.Insert ➤ Resource

Inserts a Value Table Element.Insert ➤ Value Table

Inserts a Variable Element.Insert ➤ Variable

Arranges the current flow in a vertical tree map.My Flow ➤ Organize layout

Tip: If the tree layout is not suitable for your flow,use the undo command to rearrange the flow as it wasbefore.

Runs the current flow within Flow Designer.My Flow ➤ Run

Note: You must identify a start element to run a flow.

Removes any highlighting from the current flow. Whilerunning a flow or using Edit ➤ Find..., elements are

My Flow ➤ Clear user view

highlighted to indicate the interview stage or a search match.Clearing the user view of highlighting before using thesefunctions, eliminates any confusion the extra highlighting maycause.

Allows you to modify general settings for the Flow Designerand establish a connection to Salesforce.

Options ➤ Settings...

Allows you to define a project workspace, which is a locationwhere flows are retrieved from and saved to. Each workspaceor project can have their own custom components.

Options ➤ Project...

Allows you to insert new flow elements into the current flow.You can also define which element is automatically insertedif a connector is drawn without an end point.

Options ➤ Drawings...

Provides information such as version, copyright, and licensesused by the Flow Designer.

Help ➤ About

Opens the current Flow Designer documentation.Help ➤ User Manual

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Connecting to SalesforceYou can connect to Salesforce to lookup and update your data.

To connect to Salesforce follow these steps.

1. Go to Options ➤ Settings ➤ Salesforce settings2. Enter your Salesforce username and password.3. Select your environment from the Environment drop-down.4. Click Test connection.5. If the connection is successful, click OK.

Grouping ElementsYou can group elements together visually in the Flow Designer. Any element can be included in one group at a time. Agroup is displayed in a colored, opaque rectangle in the workspace.

To create a new group of elements use the ctrl key and the left mouse button to select more than one visible element, and

then select the group icon .

The following table describes the fields in the Group Properties dialog.

DescriptionFieldSectionTab

Enter a unique name for thegroup for referencing purposes

Text boxReference nameGeneral

within your flow. This nameis not provided to theend-user.

Optionally, enter a descriptionof the group with the Flow

Notes buttonReference nameGeneral

Designer Editor. Thisdescription is not provided tothe end-user.

Select a background color forthe group in the workspace.

Background color drop-downPropertiesGeneral

To ungroup elements, select the group and click the ungroup icon .

Examples for using a group include:

• To move elements on the workspace as a whole unit. Alternatively, elements within the group can still be moved individually.If an included element is moved, the group area changes accordingly. To move a group select the group header and thendrag the mouse with the left mouse button depressed. To move individual elements, select the element with the left mouseand then hover over the element until the cursor becomes a hand icon and then drag the element.

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Flow Designer Functionality Connecting to Salesforce

• To collapse a group so all included elements appear as a single element. The minimize icon is in the top corner of thegroup demarcation. To return the group to its normal size select the maximize icon in the top right corner of the collapsedGroup.

• To represent a set of related elements within a process; a stage in the process; or a user for the process. Setting distinctcolors and naming groups can give a clearer focus to different areas of your flow.

• To navigate and manage a large flow.• To reference all the included elements at once. For example, groups can delineate a major steps in a process and a reference

markers can identify what step an end-user has reached.• To delineate which event process is followed within your flow.

Converting a Flow ElementSome visual elements can be converted to different element types. The table below identifies the convertible elements andwhich elements they can be converted to.

Converts toElement

Converts to a Question .Statement

Converts to a Form or a Statement .Question

Converts to a Form , Question , or a Statement .Choice

Converts to a Question or a Statement .Flare

Converts to separate Questions .Form

Converts to a Form , separate Questions , or a

Statement .

Data Update

Converts to a Form , separate Questions , or a

Statement .

Sub Flow

Flow Designer EditorThe Flow Designer Editor allows you to provide rich text and images in your flow elements. The editor has a rich text toolbars for editing text, tables, and images, element explorer for inserting elements from your flow, and three tabs for switchingbetween a Visual Editor, the HTML Source, and the Page Preview.

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Flow Designer Functionality Converting a Flow Element

You can access the Flow Designer Editor when you insert or edit a visual element. Whenever you click Editor, Notes, Help,or Text from element definition dialogs the Flow Designer Editor is activated.

See Also:Element Overview

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Flow Designer Functionality Flow Designer Editor

Element OverviewFlows are built in the Flow Designer with elements.

You can insert an element into your flow with the Insert menu or by clicking the element's icon in the toolbar and clickingon the workspace. You can connect elements by hovering your mouse over the first element until the cursor becomes a cross-bar(+), and then left-clicking and dragging to the second element.

DescriptionVisual or Non-visualElement

Used to give information to the end-user,see Statement Element on page 20.

VisualStatement

Used to ask for information from theend-user, see Question Element on page22.

VisualQuestion

Used to list answers to a question, ChoiceElement on page 26.

VisualChoice

Used to evaluate a set of conditions andsend the end-user an appropriate

VisualDecision

direction, see Decision Element on page28.

Used to insert a value into a variable, seeAllocator Element on page 30.

VisualAllocator

Used to create marker element to convertat a later time, see Flare Element on page31.

VisualFlare

Used to group multiple questions on asingle screen, see Form Element on page33.

VisualForm

Used to find a Salesforce record andimport the data, see Data LookupElement on page 35.

VisualData Lookup

Used to update records in Salesforce, seeData Update Element on page 37.

VisualData Update

Used to display options from a filtereddata source, see Choice Lookup Elementon page 39.

VisualChoice Lookup

FLOW ELEMENTS

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DescriptionVisual or Non-visualElement

Used to import another flow that isreferenced within the parent flow, seeSub Flow Element on page 42.

VisualSub Flow

Used to send emails with Salesforce, seeSend Email Element on page 43.

VisualSend Email

Used to manage Salesforce leads, seeLead Convert Element on page 45.

VisualLead Convert

Used to call Apex classes, see ApexCallout Element on page 48.

VisualApex callout

Used to define fixed values usedthroughout the flow, see ConstantElement on page 50.

Non-visualConstant

Used to set up a connection to selectSalesforce records, see Data SourceElement on page 50.

Non-visualData Source

Used to set up a connection to create andupdate Salesforce records, see DataTarget Element on page 52.

Non-visualData Target

Used to calculate a numeric value, seeFormula Element on page 53.

Non-visualFormula

Used to create formatted text to shareacross your flow, seeResource Elementon page 54.

Non-visualResource

Used to assign entry values to a table, seeValue Table Element on page 55.

Non-visualValue Table

Used to create updateable values usedthroughout your flow, see VariableElement on page 56.

Non-visualVariable

Statement ElementThe visual Statement element allows you to display information, such as a summary or report of information collected orcalculations made in your flow, to the end-user. The Statement element can display images as well as text, and has full accessto flow shared elements, so information can be dynamic. Examples of its use include:

• Present a summary of information gathered and provisional decisions made, to allow the end-user to evaluate their responses.For example, in a loan application process, the statement can illustrate the loan application information or summarize thenext steps in the process.

• Advise a sales agent to read important terms and conditions, included in a statement element.

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Flow Elements Statement Element

• In a self-service portal environment, provide a list of potential resolutions to a problem.• Provide formal documentation following a sale process. For example, a quotation or pre-filled application form.

The following table describes the fields on the tabs within the Statement definition dialog.


Enter a unique name for thestatement for referencing


purposes within your flow.This name is not provided tothe end-user.

Optionally, enter a descriptionof the statement with the Flow



Enter information for theend-user. You can use the

Text boxDisplayGeneral

element explorer to insertelement references from yourflow.

Optionally, use the FlowDesigner Editor to design how

Editor buttonDisplayGeneral

your statement information isdisplayed to the end-user.

Select the element finish type.Element finish typedrop-down

ConfigurationSettings• Let the system

decide: Allows VisualWorkflow to select thelogical next step.

• Do not allow theuser to go back:Restricts the user fromgoing backward in yourflow.

• Do not allow theuser to finish:Restricts the user fromexiting the flow.

Optionally, check this box toprovide help text for the

This element has helptext check box

ConfigurationSettings

end-user. Click Text and add

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Flow Elements Statement Element


help text with the FlowDesigner Editor.


Question ElementThe visual Question element allows you ask for information from the end-user and determine how the user can respond.

• Yes or No, use the Input tab in the Question definition dialog• Free text, use the Input tab in the Question definition dialog• Choices, use the Choices tab in the Question definition dialog

You can also store responses in Salesforce, see Choice Lookup Element on page 39.

The following table describes the fields on the tabs within the Question definition dialog.


Enter a unique name for thequestion for referencing



Optionally, enter a descriptionof the question with the Flow








your question is displayed tothe end-user.

Check this box if the end-usercan input a text reply.

The user can provideinput check box

Input typeInput

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Flow Elements Question Element


Check this box if this is a yesor no question.

This question has a'Yes/No' response checkbox

Input typeInput

Enabled when either inputtype is selected. Enter your

Prompt text boxInput settingsInput

question prompt, such asWhat is your . Click ...to create dynamic text usingstandard variables andelements from your flow.

Only enabled when Theuser can provide input

Data Type drop-downInput settingsInput

is selected. Select from thefollowing options:• Number• Currency• Date• Text• Password

For number and currency DataTypes, enter the number ofdecimal places.

Decimal placesInput settingsInput


Length drop-downInput settingsInput

and Text are selected. Choosebetween short (255 characters)or long (32000 characters)input.


Default Value text boxInput settingsInput

is selected. Add a defaultresponse from an existingreference in your flow. Click... to create dynamic text usingstandard variables andelements from your flow.


Secure Answer check boxInput settingsInput

is selected. Check this box tohide the input fields from viewon screen. Hiding the input isparticularly useful whencollecting sensitive

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information, such as bankdetails.

Specify how the input isdisplayed.

No of unmasked characters atthe start

Input settingsInput


No of unmasked characters atthe end

Input settingsInput


Validation drop-downValidation settingsInput

is selected and the format iseither Number,Currency, orText.

To ensure the input meets apredefined set of criteria,select Range Validationfor Number and, Currencyformats or CustomValidation for Text. andthen click Settings.

For a Range Validationset a lower and upper limitand, if needed, edit the errormessage.

For a Custom Validationenter your Regex validator andan error message.

To associate choices with yourquestions, define your choices

Choices tableEditChoices

first. Once you've connectedon page 19 your choices toyour question, this table ispopulated.

Select this option to displayyour choices as a list.

Show the choices as alist radio button

ConfigurationChoices

Select this option to displayyour choices as a drop-downmenu.

Show the choices as adrop-down menu radiobutton


Select Buttons and clickSettings to enter button textto display your choices.

Single selection and Buttondrop-down


Only enabled if Show thechoices as a drop-down

Auto-select elementdrop-down

Drop-downChoices

24



menu is selected. Select whichof your choices you want todisplay by default.

Only enabled if Show thechoices as a drop-down

I want to specify thedefault selectedelement check box

Drop-downChoices

menu is selected. Check thisbox and enter the text youwant in the in the drop-downmenu. For example, Selectyour service level.









end-user. Click Text and addhelp text with the FlowDesigner Editor.


The user input isoptional check box


is selected on the Input tab.Check this box, if you do notneed a response to continuethe flow.


25


Choice ElementThe visual Choice element allows you to create individual responses to Questions.

You can also store responses in Salesforce, see Choice Lookup Element on page 39.

Note: To reference a choice user input, you must assign a variable to the choice. If you try to directly reference thechoice value in a statement, it only displays the choice label.

The following table describes the fields on the tabs within the Choice definition dialog.


Enter a unique name for thechoice for referencing



Optionally, enter a descriptionof the choice with the Flow



Enter choice information forthe end-user. You can use the





your choice is displayed to theend-user.

Check this box if the end-usercan input a text reply.

The user can provideinput check box

Input settingsInput

Check this box if you areprovided the end-user with apredefined choice.

This element has adefault value check box

Input settingsInput

Optionally, enter your choiceprompt, such as Service

Prompt text boxInput settingsInput

level:. Click ... to createdynamic text using standardvariables and elements fromyour flow.

26

Flow Elements Choice Element


Select from the followingoptions:

Data Type drop-downInput settingsInput

• Number• Currency• Date• Text


Decimal placesInput settingsInput

Only enabled when Text isselected. Choose between

Length drop-downInput settingsInput

short (255 characters) or long(32000 characters) input.

Only enabled when Thiselement has a default

Default Value text boxInput settingsInput

value is selected. Add a staticvalue for this choice. Click ...to create dynamic text usingstandard variables andelements from your flow.


Secure Answer check boxInput settingsInput

is selected. Check this box tohide the input fields from viewon screen. Hiding the input isparticularly useful whencollecting sensitiveinformation, such as bankdetails.



Input settingsInput



Input settingsInput


Validation drop-downValidation settingsInput

is selected and the format iseither Number,Currency, orText.

To ensure the input meets apredefined set of criteria,select Range Validationfor Number and, Currency

27

Flow Elements Choice Element


formats or CustomValidation for Text. andthen click Settings.

For a Range Validationset a lower and upper limitand, if needed, edit the errormessage.

For a Custom Validationenter your Regex validator andan error message.


Decision ElementThe visual Decision element evaluates a set of conditions and send the end-user to the appropriate element in your flow.It can assess and compare a broad range of condition values. Multiple decisions may be evaluated concurrently.

Use a decision element to drive your flow without explicit end-user input. For example:

• In a customer self-help portal, a decision element could drive whether a customer is given a return address and information(because an item is definitely faulty), or with a guide on how to resolve their problem themselves.

• Within a banking product, a decision element could determine if a customer is offered a loan or not (based on results of acredit scoring formula).

The following table describes the fields on the tabs within the Decision definition dialog.


Enter a unique name for thedecision for referencing



Optionally, enter a descriptionof the decision with the Flow



Select whether all conditionsmust be true (a logical AND

Logic drop-downConditionsGeneral

28

Flow Elements Decision Element


expression) or any of theconditions (a logical OR).• ALL of the conditions

must be true (ANDs)• ANY of the conditions

must be true (ORs)

Click to add a condition toyour decision element.

Add Condition buttonConditionsGeneral

Select from a list of valuesfrom any element within your

Left condition drop-downConditionsGeneral

flow. You may also create newelements by selecting Add newunder the element type. Clickthe ... button to edit theselected element.

Select the operator for thecondition. Your options

Middle condition drop-downConditionsGeneral

depend on the elementselected in the left conditiondrop-down.

Select or enter variable tocompare in the condition.

Right condition drop-downConditionsGeneral

Select from a list of valuesfrom any element within yourflow. You may also create newelements by selecting Add newunder the element type. Clickthe ... button to edit theselected element. To enter avariable manually, uncheck theUse existing elementcheck box and enter text in thetext box.

Click to delete the conditiondirectly below the button.

Delete buttonConditionsGeneral


29

Flow Elements Decision Element

Allocator ElementThe visual Allocator element allows you to make changes to the value of a Variable element. A change to a variable valueis an allocation. The allocator element can include more than one allocation.

Allocators are useful for setting or adding to the values of Variables or Resources. For example:

• Change the value of a credit score depending on a customer's answers to questions.• Build up a report and quotation by adding to a Resource and Variable based on whether a customer is interested in specific

product features.

Note: Date math is not supported when you preview a Flow in the Flow Designer. For example, if you use an allocatorto add 5 to the date 9/12/2011, the date appears unchanged when you view the Flow in the Flow Designer. If youimport the Flow into your organization, the date appears correctly as 9/17/2011 when you preview the Flow.

The following table describes the fields on the tabs within the Allocator definition dialog.


Enter a unique name for theallocator for referencing



Optionally, enter a descriptionof the allocator with the Flow



Click to add an allocator andspecify the variables to change.

Add Allocation buttonAllocationsGeneral

Select which variable tochange. You may also create a

Left allocation drop-downAllocationsGeneral

new variable element byselecting Add new. Click the... button to edit the selectedelement.

Select the operator for theallocation.

Middle allocation drop-downAllocationsGeneral

• Equals: sets the value ofthe variable.

• Add: adds a value to thevariable

• If available, Subtract:subtracts a value from thevariable

30

Flow Elements Allocator Element


Select an element or enter avalue to equalize with, add to,

Right allocation drop-downAllocationsGeneral

or subtract from the selectedvariable in the left allocationdrop-down. You may createnew elements by selecting Addnew under the element type.Click the ... button to edit theselected element. To enter avariable manually, uncheck theUse existing elementcheck box and enter text in thetext box.

Click to move the allocationdirectly below the button up.

Up buttonAllocationsGeneral

Allocations are executed in theorder they appear.

Click to move the allocationdirectly below the button

Down buttonAllocationsGeneral

down. allocations are executedin the order they appear.

Click to delete the allocationdirectly below the button.

Delete buttonAllocationsGeneral


Flare ElementThe visual Flare element allows you to create a to-do item. The flare is inserted into the flow in the top-left corner.

The following table describes the fields on the tabs within the Flare definition dialog.


Enter a unique name for theflare for referencing purposes



31

Flow Elements Flare Element


Optionally, enter a descriptionof the flare with the Flow








your element is displayed tothe end-user.











32

Flow Elements Flare Element

Form ElementThe visual Form element is a set of questions grouped together on a single screen. Each question is created separatelywithin the Form, with exactly the same attributes as for a standalone question.

You can generate forms directly from the questions within your flow. Select a group of questions by drawing a box aroundthem, and then go to Edit ➤ Convert. See Converting a Flow Element on page 17.

Note: Questions are only arranged vertically in forms.

Use a Form to consolidate information on one single screen. For example, to reduce interview time in a call center, combinea form with decisions where subsequent steps vary according to the answers provided.

The following table describes the fields on the tabs within the Flare definition dialog.


Enter a unique name for theform for referencing purposes



Optionally, enter a descriptionof the form with the Flow



Enter a form introduction forthe end-user. You can use the





your form introduction isdisplayed to the end-user.

Click to add a question to yourform. The Question Element

Add Question buttonQuestionsInput

on page 22 definition dialogappears. You can also convertalready defined questions intoa form.

Click to move the question up.Questions are display in thesame order to the end-user.

Up buttonQuestionsInput

33

Flow Elements Form Element


Click to move the questiondown. Questions are display

Down buttonQuestionsInput

in the same order to theend-user.

Click to edit the question.TheQuestion Element on page 22definition dialog appears.

Edit buttonQuestionsInput

Click to delete the question.The question is deleted

Delete buttonQuestionsInput

entirely from your flow. Toonly delete it from the form,convert the form to individualquestions.











34

Flow Elements Form Element

Data Lookup ElementThe visual Data Lookup element allows you to find a Salesforce record and import the data into your flow. You musthave at least one Data Source Element defined.

Note: If the lookup doesn't return any values, no error is reported and the fault transition in not invoked. You canuse the Decision element to add logic for this situation.

Insert a data lookup element into your flow when you want to update data from a Salesforce record.The Data Lookup element:

1. Gathers data from the table selected in the data source2. Filters data by any of the table’s fields, for example, filters by column ID to receive a unique record3. Assigns any of the fields of the returned record to variables in your flow, similar toallocations, making the data available

within your flow.

Some examples of when you could use a data lookup are:

• Within a returns department, input (or read) a bar code from a product tag and then use the code to read data from thedatabase to find out the product name or description.

• In an online store, look up item details to check for stock availability.• In a call center, look up customer records to verify a caller's identity.

The following table describes the fields on the tabs within the Data Lookup definition dialog.


Enter a unique name for thedata lookup for referencing



Optionally, enter a descriptionof the data lookup with the


Flow Designer Editor. Thisdescription is not provided tothe end-user.

Select the pre-configured datasource to gather data.

Where is the data youwant to lookupdrop-down

DataGeneral

Note: You must haveat least one DataSource Elementdefined.

Only enabled if the relateddata source is a matrix of

Which value will beused to match thecolumn drop-down

DataGeneral

values, such as a pivot table.Data lookups only return a

35

Flow Elements Data Lookup Element


single row of data, notmultiples.

Click to add a filter. TheFilter Definition dialogappears with two drop-downs.

Add buttonListFilters

• Which column doesthis filter applyto? Select the column inthe data source that hasthe value you want tofilter.

• Which elements willbe used in thefilter? Select theelement from your flowand the comparison youwhat to filter against. Youcan use:

- equals- does not equal- contains- greater than- less than- great than or equal- less than or equal- starts with- ends with- equals nothing (or is

null)

Click to edit the filter. TheFilter Definition dialogappears.

Edit buttonListFilters

Click to delete the filter.Delete buttonListFilters

Click to add an allocation.The Value Allocation

Add buttonListAllocations

Definition dialog appears withtwo drop-downs.• Which column holds

the value you wantto store? Select thecolumn in the data source

36

Flow Elements Data Lookup Element


that has the value you wantto lookup.

• Where do you wantto store the value?Select the variable to storethe data within your flow.

Click to edit the allocation.The Value AllocationDefinition dialog appears.

Edit buttonListAllocations

Click to delete the allocation.Delete buttonListAllocations


Data Update ElementThe visual Data Update element allows you to find a Salesforce record and update the data. You must have at least oneData Target Element defined.

Insert a data update element into your flow when you want to update data in a Salesforce record.

A Data Update can be applied to single or multiple records in Salesforce. A Data Update also allows a Fault Connector to bedefined on your flow to divert any errors that may occur while interacting with Salesforce.

An example of when you could use a data lookup is while a call agent is handling a call, Salesforce is automatically updatedwith data collected from the caller.

The following table describes the fields on the tabs within the Data Output definition dialog.


Enter a unique name for thedata update for referencing



Optionally, enter a descriptionof the data update with the



37

Flow Elements Data Update Element


Select the pre-configured datatarget to update data.

Where is the data youwant to updatedrop-down

DataGeneral

Note: You must haveat least one DataTarget Elementdefined.

Select whether you want to:What operation do youwant to perform on thedata? drop-down

DataGeneral• Insert a new record• Update an existing record• Delete an existing record

Click to add a filter.Add buttonListFilters

Note: You cannotadd filters when youare inserting a newrecord.

The Filter Definition dialogappears with two drop-downs.• Which column does

this filter applyto? Select the column inthe data target that has thevalue you want to update.


- equals- does not equal- contains- greater than- less than- great than or equal- less than or equal- starts with- ends with- equals nothing (or is

null)

38

Flow Elements Data Update Element







Definition dialog appears withtwo drop-downs.• Which value do you

want to store? Selectthe element in your flowthat has the value you wantto lookup.

• Which column wouldyou like to storethe value in? Selectthe column in the datatarget that has the valueyou want to update.




You can assign the ID of anewly created record to an

Assign the ID of thenew record you created

Assign IDAssign ID

existing variable. Select theto the variable:drop-down variable from the drop-down

list.


Choice Lookup ElementThe visual Choice Lookup element allows you to look up a list of possible Choices to a Question from Salesforce. Similarto a Data Lookup, a choice lookup filters fields in a data table and presents the results as a list of choices within your flow.You must have at least one Data Source Element defined.

Insert a choice lookup element into your flow when you want to provide choices from your Salesforce organization.

39

Flow Elements Choice Lookup Element

Note: Choice look up only returns the first 200 items.

The following table describes the fields on the tabs within the Choice Lookup definition dialog.


Enter a unique name for thechoice lookup for referencing



Optionally, enter a descriptionof the choice lookup with the



Select the pre-configured datasource to gather data.

Where is the data youwant to filterdrop-down

DataGeneral

Note: You must haveat least one DataSource Elementdefined.

Select the column thatcontains the choices you wantto provide.

Which column valueshould be displayeddrop-down

DataGeneral

Click to add a filter. TheFilter Definition dialogappears with two drop-downs.

Add buttonListFilters

• Which column doesthis filter applyto? Select the column inthe data source that hasthe value you want tofilter.


- equals- does not equal

40



- contains- greater than- less than- great than or equal- less than or equal- starts with- ends with- equals nothing (or is

null)






Definition dialog appears withtwo drop-downs.• Which column holds

the value you wantto store? Select thecolumn in the data sourcethat has the value you wantto lookup.

• Where do you wantto store the value?Select the variable to storethe data within your flow.





41


Sub Flow ElementThe visual Sub Flow element allows you to reference to a second flow within your flow. A sub flow is written once andreused by other flows, simplifying flow production. Benefits of using a sub flow include:

• Passing variables in and out of sub flow references to shared data• A single entry point and multiple exit points to accommodate different possible outcomes for each end-user• A sub flow and its parent flow can change independently of each other, as long as reference points such as entry and exit

points and variables are not deleted.

Any flow may be used as a sub flow, no particular features are required. However, you must enter and exit a sub flow on avisual element.

The following table describes the fields on the tabs within the Sub Flow definition dialog.


Enter a unique name for thesub flow for referencing



Optionally, enter a descriptionof the sub flow with the Flow



Click to select a different flowto be a sub flow within yourflow.

Browse... buttonFlowGeneral

Set initial values for anyvariables within the sub flow.

List of variables in the subflow that you can set fromyour flow

VariablesVariables In

To set a variable, check itscheck box and either enter avalue in the text box or checkthe Use ExistingElement check box and selectfrom the elements within yourflow. Click ... to edit theselected element.

Retrieve values from anyvariables in the sub flow to set

List of variables in the subflow that you can use withinyour flow

VariablesVariables Out

variable elements within yourflow. To retrieve a variable,check its check box and selectfrom the variable elements

42

Flow Elements Sub Flow Element


within your flow. Click ... toedit the selected element.

Once the Sub Flow definition dialog is complete, you must connect the sub flow to elements in your flow. The green elementon the left-hand side of the sub flow is the start element. Draw a connector to it from an element in your flow. The pinkelement on the right-hand side of the sub flow is the exit point. Draw a connector from it to another element in your flow.


Send Email ElementThe visual Send Email element allows you to send emails with Salesforce.You must have at least one Data Source Elementdefined.

The send email element uses the Salesforce API. See the sendEmail() section of the Web Services API Developer's Guide fordetails on the input and output parameters.

The following table describes the fields on the tabs within the Send Email dialog.


Enter a unique name for the send email element forreferencing purposes within your flow. This name is notprovided to the end-user.


Optionally, enter a description of the send email elementwith the Flow Designer Editor. This description is notprovided to the end-user.


Select Send Email.How do you want theemail to be sentdrop-down

EmailGeneral

This field automatically populates when you select SendEmail.

Description text boxEmailGeneral

Select an element or enter a value for the Record ID. Youmay create new elements by selecting Add new under the

Record ID drop-downParametersEmailParameters

element type. Click the ... button to edit the selectedelement. To enter a variable manually, uncheck the Useexisting element check box and enter text in the textbox.

Select an element or enter a value for the email address.You may create new elements by selecting Add new under

The email addressdrop-down

ParametersEmailParameters

the element type. Click the ... button to edit the selected

43

Flow Elements Send Email Element

http://www.salesforce.com/us/developer/docs/api/index_Left.htm#StartTopic=Content/sforce_api_calls_sendemail.htm?SearchType=Stem


element. To enter a variable manually, uncheck the Useexisting element check box and enter text in the textbox.

Select an element or enter a value for the email subject.You may create new elements by selecting Add new under

The email subject drop-downParametersEmailParameters

the element type. Click the ... button to edit the selectedelement. To enter a variable manually, uncheck the Useexisting element check box and enter text in the textbox.

Select a value table element or enter a value for theAttachment list. You may create new elements by selecting

Attachment list drop-downParametersEmailParameters

Add new under the element type. Click the ... button toedit the selected element. To enter a variable manually,uncheck the Use existing element check box andenter text in the text box.

The process for creating email attachments doesn'trecognize formatting such as line breaks in plain text.

To add formatting to the text, use HTML formatting tags.You can add the HTML tags directly into the text box.However, if you have a lot of text, or don't know HTMLcoding, you can create a Resource Element for your text.With a Resource Element, you have access to the FlowDesigner editor. Click the Editor button to open the editorwindow. The editor automatically generates HTML forResources.

Select an element or enter a value for the email body. Youmay create new elements by selecting Add new under the

The email body drop-downParametersEmailParameters

element type. Click the ... button to edit the selectedelement. To enter a variable manually, uncheck the Useexisting element check box and enter text in the textbox.

The process for creating body text in emails doesn'trecognize formatting such as line breaks in plain text.

To add formatting to the text, use HTML formatting tags.You can add the HTML tags directly into the text box.However, if you have a lot of text, or don't know HTMLcoding, you can create a Resource Element for your text.With a Resource Element, you have access to the FlowDesigner editor. Click the Editor button to open the editorwindow. The editor automatically generates HTML forResources.

Select a value table element. Click the ... button to edit theselected element.

The return messagedrop-down

ResultSend Result

44

Flow Elements Send Email Element

The send email element uses the Salesforce API. See the sendEmail() section of the Web Services API Developer's Guide fordetails on the input and output parameters.


Lead Convert ElementThe visual Lead Convert element allows you to create a Salesforce lead from information gathered by the end-user. Youmust have at least one Data Source Element defined.

The lead convert element uses the Salesforce API. See the convertLead() section of the Web Services API Developer's Guidefor details on the input and output parameters.

The following table describes the fields on the tabs within the Lead Convert dialog.


Enter a unique name for thelead convert for referencing



Optionally, enter a descriptionof the lead convert with the



Select Convert Lead.What do you want to dowith the lead drop-down

Lead InformationGeneral

This field automaticallypopulates when you selectConvert Lead.

Description text boxLead InformationGeneral

Select an element or enter avalue for the Lead ID. You

Lead ID drop-downParametersLead Information

may create new elements byselecting Add new under theelement type. Click the ...button to edit the selectedelement. To enter a variablemanually, uncheck the Useexisting element checkbox and enter text in the textbox.

45

Flow Elements Lead Convert Element

http://www.salesforce.com/us/developer/docs/api/index_Left.htm#StartTopic=Content/sforce_api_calls_sendemail.htm?SearchType=Stem

http://www.salesforce.com/us/developer/docs/api/index_Left.htm#StartTopic=Content/sforce_api_calls_convertlead.htm?SearchType=Stem


Select an element or enter avalue for the Contact ID. You

Contact ID drop-downParametersLead Information


Select an element or enter avalue for the Account ID. You

Account ID drop-downParametersLead Information


Select an element or enter avalue for the Converted status.

Converted status drop-downParametersLead Information

You may create new elementsby selecting Add new underthe element type. Click the ...button to edit the selectedelement. To enter a variablemanually, uncheck the Useexisting element checkbox and enter text in the textbox.

Select an element or enter avalue for Overwrite lead status.

Overwrite lead statusdrop-down

ParametersLead Information


46



Select an element or enter avalue for Create opportunity.

Create opportunitydrop-down



Select an element or enter avalue for the Opportunity

Opportunity namedrop-down


name. You may create newelements by selecting Addnew under the element type.Click the ... button to edit theselected element. To enter avariable manually, uncheck theUse existing elementcheck box and enter text in thetext box.

Select an element or enter avalue for Send email to owner.

Send email to ownerdrop-down



Select a value table element tostore the result. You may

The response valuesdrop-down

ResultResponse Data

create new elements byselecting Add new. Click the... button to edit the selectedelement.


47


Apex Callout ElementThe visual Apex callout element allows you to call an Apex class with the Process.Plugin interface.

The following table describes the fields on the tabs within the Apex callout dialog.


Enter a unique name for theApex callout for referencing



Optionally, enter a descriptionof the Apex callout with the



Select Call an Apexclass.

Which operation wouldyou like to performdrop-down


This field automaticallypopulates when you selectApex class.

Method Description textbox


Select an element or enter avalue for the Apex Classname.

Apex Classname drop-downInputsInput


Select a value table element orenter a value for the input.

Input Values drop-downInputsInput

You may create new elementsby selecting Add new underthe element type. Click the ...button to edit the selectedelement. To enter a variablemanually, uncheck the Useexisting element check

48

Flow Elements Apex Callout Element


box and enter text in the textbox.

Note that Input Values isa required field. You mustselect an existing element orcreate a new element. Theelement you create or selectcan't be blank.

Select a value table element tostore the result. You may

Output Values drop-downOutputsOutput

create new elements byselecting Add new. Click the... button to edit the selectedelement.

Supported Apex types:

• Date - Date• Currency - Number/Currency - No formatting• Integer/Long - Number• String - Text• Boolean - Boolean• Decimal - Number• Double - Number• ID - Text• Long - Number• Object - Object.ToString - Text• Blob - String Only - Text

Unsupported Apex types:

• DateTime• Time

Note: For information on working with Apex, see the Force.com Apex Code Developer's Guide.


49

Flow Elements Apex Callout Element

http://www.salesforce.com/us/developer/docs/apexcode/index.htm

Constant ElementThe non-visual Constant element allows you to a define fixed value, which can be used throughout your flow. A constantelement has a reference name, a value, a type, and notes to describe it. The end-user can't change a constant element's value.The value can be applied to other items within your flow with an Allocator Element.

The following table describes the fields on the Constant definition dialog.


Enter a unique name for theconstant for referencing



Optionally, enter a descriptionof the constant with the Flow



Enter the value of theconstant.

Text boxValueGeneral


Data Type selectionValueGeneral

• Number• Currency• Boolean• Date• Text

Enter the number of decimalplaces.

Decimal place boxDecimal placesGeneral


Data Source ElementThe non-visual Data Source element allows you to gather information from Salesforce objects. You must have a successfulconnection to Salesforce.

The following table describes the fields on the tabs within the Data Source definition dialog.

50

Flow Elements Constant Element


Enter a unique name for thedata source for referencing



Optionally, enter a descriptionof the data source with the



Assign buttonDataGeneral1. Click to specify the

Salesforce object.2. Select how to retrieve the

database

• I will select thetable with thedata: Select from adrop-down of allavailable tables.

• I will write anadvanced script:Write an SOQL scriptin the Advanced Scripttext box. ClickDynamic Script to usethe Script Editor.Click Try to check forerrors.

Note: Someadvanced SOQLquery functionssuch asrelationships andgroups are notsupported whenwriting scripts.

Object and field names arecase sensitive when usingadvanced scripts.

3. Click Next.4. Click Finish.

51

Flow Elements Data Source Element


Select the column to gatherinformation from.

Select a column containing aunique value for all rowsdrop-down

DataGeneral


Data Target ElementThe non-visual Data Target element allows you to insert or update information in Salesforce objects. You must have asuccessful connection to Salesforce.

The following table describes the fields on the tabs within the Data Target definition dialog.


Enter a unique name for thedata target for referencing



Optionally, enter a descriptionof the data target with the



Assign buttonDataGeneral1. Click to specify the

Salesforce object.2. Select I will select

the table with thedata

3. Select the object from thedrop-down of all availabletables

4. Click Next.5. Click Finish.

52

Flow Elements Data Target Element


A list of columns in theselected database.

Available columnsDataGeneral


Formula ElementThe non-visual Formula element allows you to calculate a value using numeric elements in your flow.

The following table describes the fields on the Formula definition dialog.


Enter a unique name for theformula for referencing



Optionally, enter a descriptionof the formula with the Flow



A list of numeric elements youcan use in your formula. Drag

Elements that can be used inyour formula

FormulaGeneral

and drop or double-click toplace an element in yourformula.

Enter your formula. You canuse numeric elements from

Formula text boxFormulaGeneral

your flow and any supportedformula expressions.

Enter the number of decimalplaces.

Decimal place boxDecimal placesGeneral

The following formula expressions are supported.

• Power [value] ^ [power]Modulus [value x] % [value y]• Division [value x] / [value y]• Multiplication [value x] * [value y]

53

Flow Elements Formula Element

• Addition, Subtraction [value x] + [value y] or [value x] - [value y]• Natural Logarithm ln([value])• Logarithm base 10 log([value])• Absolute Value / Magnitude abs([value])• Random number (between 0 and 1) rand()

Note: To use rand() you must set the type to number and set the format to include some decimal places.

• Modulus mod([value x], [value y]) = [value x] % [value y]• Square Root sqrt([value])• Int int([value]) - rounds the number down to the nearest integer value• Round round([value], [decimal places], [-1 = down, 0 = nearest, 1 = up])• Min min([value x], [value y]) - returns the lower of the two values• Max max([value x], [value y]) - returns the higher of the two values

Note: Math calculations with masked numbers are not supported in the Flow Designer Editor. Masked digits areignored causing incorrect results.


Resource ElementThe non-visual Resource element allows you to create formatted text, including HTML, which can be used throughoutyour flow. Any element that contains formatted text, can include a resource element. For example, a resource could be ahyperlink to terms and conditions. Resources can also contain links to images, such as corporate banners or logos, to add tomultiple flow elements.

The following table describes the fields on the Constant definition dialog.


Enter a unique name for theresource for referencing



Optionally, enter a descriptionof the resource with the Flow



Enter the resource content.Text boxDisplayGeneral

54

Flow Elements Resource Element


Optionally, enter the resourcecontent with the FlowDesigner Editor.

Editor buttonValueGeneral


Value Table ElementThe non-visual Value Table element allows you to assign values in a value table.

A value table stores key names and values. Value table elements are used in Send Email, Lead Convert, and Apex Calloutelements.

Key names represent how values are retrieved or stored in a value table, while variables are used to store or read values to orfrom an Apex callout. If a value table is being used as an input argument to an Apex callout, then the selected variable valuesare assigned to each key. If a value table is representing the response of a Apex call, then the values for each key in the valuetable are assigned to the variables selected.

The following table describes the fields on the tabs within the Value Table definition dialog.


Enter a unique name for thevalue table for referencing



Optionally, enter a descriptionof the value table with the



Click to add an value table andspecify the variables to change.

Add Value Table Entrybutton

Value TableGeneral

Click to delete the value tableentry.

Delete buttonValue TableGeneral

Enter the value table entry'sname.

Key Name text boxValue TableGeneral

Select a value element for thevalue table entry. You may

Key Value drop-downValue TableGeneral

create new elements by

55

Flow Elements Value Table Element


selecting Add new. Click the... button to edit the selectedelement.


Variable ElementThe non-visual Variable element allows you to create updatable values used within your flow. Variable values can be setusing an Allocator Element on page 30.

The following table describes the fields on the tabs within the Variable definition dialog.

Note: Math calculations with masked numbers are not supported in the Flow Designer Editor. Masked digits areignored causing incorrect results.


Enter a name for the variablefor referencing purposes



Optionally, enter a descriptionof the variable with the Flow

Notes buttonvariableReference nameGeneral


Enter a unique name forreferencing with Apex

Text boxUnique nameGeneral

Callouts. A unique name mustbegin with a letter and useonly alphanumeric charactersand underscores. The namecannot end with an underscoreor have two consecutiveunderscores.

Enter the initial value of thevariable.

Initial value text boxValueGeneral

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Flow Elements Variable Element



Data Type drop-downValueGeneral

• Number (default 0)• Currency (default 0)• Date (default Jan1, 1970)• Boolean (default 0)• Text


Decimal placesValueGeneral

Check this box to hide theinput fields from view on

Secure Value check boxValueGeneral

screen. Hiding the input isparticularly useful whencollecting sensitiveinformation, such as bankdetails.


No of unmasked characters atthe start box


General


No of unmasked characters atthe end box


General


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Flow Elements Variable Element

Visual Workflow TerminologyThe following terminology is used for Visual Workflow in Salesforce:

Flow

A flow starts out as a process or decision diagram created in the Flow Designer. Once uploaded and run in Salesforce,it becomes an application for navigating users through a series of screens.

Flow Designer (desktop)

Desktop application that allows administrators to create a flow for use in Salesforce.

Flow Designer (cloud-based)

Cloud-based application that lets administrators create a flow for use in Salesforce.

Sub Flow

A sub flow is a secondary flow that users are redirected to after completing the primary flow. Data can be passed fromthe primary flow into the secondary flow and vice-versa.

Visual Workflow

A tool consisting of the Flow Designer desktop application and a flow administration feature within Salesforce. It letsadministrators create an application that navigates users through a series of screens easily without writing any code.Common usage is for call center scripts or customer surveys.

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Visual Workflow Terminology

Documents

Sales Force Flow Designer