Work relay demo v3
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This document outlines different types of flows that can be built and managed in Salesforce, including recurrent, one-time, and time-driven flows. It discusses setting up recurrent flows that run automatically on a schedule, one-time flows that are used for project management, and time-driven flows that escalate based on time parameters. The document also covers differentiators like combining process and project management and having a simple yet powerful platform built on Salesforce.
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Work relay demo v3
- 2. Agenda 1. Target market 2. How it works 3. Differentiators 4. Pricing
- 3. Design by Process Manage by Project and Resource
- 4. Flow Types 1.Recurrent 2.One-time 3.Time-driven
- 5. Fast Food Franchise Implement new POS In 6,000 stores Include external Recurrent
- 6. Global Clinical Research 800+ concurrent projects Run for years Hundreds of Steps One-Time
- 7. Time-Driven Technology company Multiple concurrent NFL games Time-driven, time-constrained Google Glass Wizard for technicians
- 8. Build a Recurrent Flow
- 9. Recurrent Flow Flow Settings
- 10. Recurrent Flow Flow Canvas
- 11. Recurrent Flow Flow Responsibilities
- 12. RDeecsuirgrennt Flow Steps and Connectors
- 13. Recurrent Flow Flow Activation
- 14. REexceucrruetnet Flow Flow Trigger
- 15. Recurrent Flow Step Notification (Chatter)
- 16. REexceucrruetnet Flow Step Notification (Mobile)
- 17. ERxeecucruretnet Flow Step Execution
- 18. RMecaunrraegnte Flow Flow Review (Data Record)
- 19. RMecaunrraegnte Flow Flow Review (Visual)
- 20. RMecaunrraegnte Flow User Dashboard (Browser)
- 21. RMecaunrraegnte Flow User Dashboard (Mobile)
- 22. RMecaunrraegnte Flow User Dashboard (Chatter)
- 23. RMecaunrraegnte Flow Flow History Review
- 24. Recurrent Flow Flow Extension and System Lane
- 25. Connector Types Recursive Parallel Conditional Contingent Recurrent Flow
- 26. Recurrent Flow Step Properties
- 27. FRleocuwrr eBnut iFlldower Step Actions
- 28. FRleocuwrr eBnut iFlldower Sub-Flows
- 29. Form Builder
- 30. Form Builder Form Settings
- 31. Form Builder Form Fields and Actions
- 32. FFoormrm B uBiludeirlder Form Step Assignment
- 33. Form Builder Form Selection
- 34. Form Builder Form Generated Mobile App
- 35. One-Time Flow
- 36. OPnreo-Tjeimcet FFllooww Project Record Creation
- 37. One-Time Flow Flow Template Selection
- 38. One-Time Flow Modified Cloned Flow
- 39. One-Time Flow Date Planning
- 40. OPnreo-Tjeimcet FFllooww Flow Initiation
- 41. One-Time Flow Schedule Management
- 42. One-Time Flow Step Management
- 43. One-Time Flow Flow Management: Record View
- 44. OMnea-nTiamgee Flow Cross-Project Planning and Review
- 45. One-Time Flow Project Management: Critical Chain
- 46. Time-Driven Flow
- 47. TPimroe-jdercivte Fn lFoloww Record Creation
- 48. Time-driven Flow Flow Creation
- 49. Step Time Parameters Time-driven Flow
- 50. Time-driven Flow Step Reminders
- 51. TPimroe-jdercivte Fn lFoloww Reminder Configuration
- 52. TPimroe-jdercivte Fn lFoloww Escalation Configuration
- 53. Step Rules Unlike Recurrent Flows, a project Flow requires a record to be created first. Time-driven Flow
- 54. Tliomwe-driven Flow Rule Configuration
- 55. Time-driven Flow Action Assignment
- 56. Time-driven Flow Email Action Configuration
- 57. TPimroe-jdercivte Fn lFoloww Email Action Configuration (Advanced)
- 58. Time-driven Flow Form Design
- 59. Time-driven Flow Form Rendering in SF1
- 60. Wizard
- 61. Wizard Rendering in Google Glass
- 63. Differentiators 1. Process + Project (+ Resource) 2. Simple, yet Powerful 3. Salesforce Platform 4. Completely Customizable 5. Non-Disruptive 6. Simple Pricing Model
- 64. Pricing