work relay demo v3
TRANSCRIPT
An Introduction
Agenda
1. Target market
2. How it works
3. Differentiators
4. Pricing
Design by
Process
Manage by
Project and Resource
Flow Types
1.Recurrent
2.One-time
3.Time-driven
● Fast Food Franchise
● Implement new POS
● In 6,000 stores
● Include external
Recurrent
● Global Clinical Research
● 800+ concurrent projects
● Run for years
● Hundreds of Steps
One-Time
● Technology company
● Multiple concurrent NFL games
● Time-driven, time-constrained
● Google Glass Wizard for technicians
Time-Driven
Build a
Recurrent Flow
Flow SettingsRecurrent Flow
Flow CanvasRecurrent Flow
Flow Responsibilities
Recurrent Flow
Steps and ConnectorsDesignRecurrent Flow
Flow Activation
Recurrent Flow
Flow TriggerExecuteRecurrent Flow
Step Notification (Chatter)
Recurrent Flow
Step Notification (Mobile)ExecuteRecurrent Flow
Step ExecutionExecuteRecurrent Flow
Flow Review (Data Record)ManageRecurrent Flow
Flow Review (Visual)ManageRecurrent Flow
User Dashboard (Browser)ManageRecurrent Flow
User Dashboard (Mobile)ManageRecurrent Flow
User Dashboard (Chatter)ManageRecurrent Flow
Flow History ReviewManageRecurrent Flow
Flow Extension and System LaneRecurrent Flow
Connector Types
Recursive
Parallel
Conditional
Contingent
Recurrent Flow
Step Properties
Recurrent Flow
Step ActionsFlow BuilderRecurrent Flow
Sub-FlowsFlow BuilderRecurrent Flow
Form Builder
Form SettingsForm Builder
Form Fields and Actions
Form Builder
Form Step AssignmentForm BuilderForm Builder
Form SelectionForm Builder
Form Generated Mobile AppForm Builder
One-Time Flow
Project Record CreationProject FlowOne-Time Flow
Flow Template Selection
One-Time Flow
Modified Cloned FlowOne-Time Flow
Date PlanningOne-Time Flow
Flow InitiationProject FlowOne-Time Flow
Schedule Management
One-Time Flow
Step Management
One-Time Flow
Flow Management: Record View
One-Time Flow
Cross-Project Planning and Review
ManageOne-Time Flow
Project Management: Critical ChainOne-Time Flow
Time-Driven Flow
Record Creation Project FlowTime-driven Flow
Flow CreationTime-driven Flow
Step Time Parameters
Time-driven Flow
Step RemindersTime-driven Flow
Reminder ConfigurationProject FlowTime-driven Flow
Escalation ConfigurationProject FlowTime-driven Flow
Step Rules
Unlike Recurrent Flows, a project Flow requires a
record to be created first.
Time-driven Flow
Rule ConfigurationlowTime-driven Flow
Action Assignment Time-driven Flow
Email Action Configuration
Time-driven Flow
Project FlowTime-driven FlowEmail Action Configuration (Advanced)
Form DesignTime-driven Flow
Form Rendering in SF1Time-driven Flow
Wizard
Wizard Rendering in
Google Glass
Visual Business Rules
Differentiators
1. Process + Project (+ Resource)
2. Simple, yet Powerful
3. Salesforce Platform
4. Completely Customizable
5. Non-Disruptive
6. Simple Pricing Model
Pricing