Advanced Flow Techniques with Apex and Visualforce
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The document discusses advanced flow techniques using Apex and Visualforce, focusing on when and how to use visual workflows for user-interactive processes. It highlights the creation of dynamic queries and record routing to enhance flows with code, along with practical examples and use cases. The presentation emphasizes the importance of combining code and workflows to improve business processes and provides resources for further learning.
Advanced Flow Techniques with Apex and Visualforce
- 1. Advanced Flow Techniques with Apex and Visualforce Damien Phillippi Software Developer dphillippi@soliantconsulting.com damienphillippi@gmail.com
- 2. • What are Visual Workflows and when should I use it? • How to combine with code. • Code Samples Overview
- 3. What is Visual Workflow? Software Developer, Soliant Consulting
- 4. Visual Flows Triggered by User operation Visual and interactive Can effect or be effected by multiple objects Drag and drop interface Headless Flows can trigger events as well Restricted by governor limits Workflows Triggered by events Behind the scenes Executes on specific objects Create Static processes What Makes Visual Workflows different? In short, you generally want to use Visual WorkFlows when you have a requirement similar to traditional workflows but it requires some sort of User interaction. For those not yet familiar with Visual Workflow: https://developer.salesforce.com/trailhead/ business_process_automation/flow
- 5. • Create a survey that can change frequently over time • Create a streamlined Case creation process for your org • Quickly create a set of related children for a record • Create a set of questions to follow along for a call center to give standardized scripts for the User • Replace some Apex Utility Triggers with Headless Flows • https://developer.salesforce.com/trailhead/ business_process_automation/process_whichtool Visual Workflow Use Cases
- 6. Breakdown Point Flows tend to break down when you need to get more dynamic past the User interaction piece. In my presentation, I will be showing you 2 such examples. 1) You want to run a SOSL or dynamic query rather than a static query on an object. 2) You might want to dynamically route your User or do different operations depending on earlier actions in your flow.
- 7. Code with Visual Workflows Enhance your Flow with code
- 8. Adding code helps strengthen Flows • Dynamic query filters • SOSL queries • Dynamic routing Our First goal Create a way to search the database for matches in both Leads and Contacts.
- 9. Create a global class with the @InvocableMethod in it
- 10. Put a Simple Flow in a Visualforce Page that uses the Invocable class that was just created. DF_Presentation.flow DFPresentation.page
- 11. Query Demo
- 12. Add Error Handling What happens when more than a single record is returned? DF_Presentation.flow updated
- 14. Dynamic Record Routing Do we want to do something different if a Lead is found vs a Contact? Maybe we decide that any Leads coming through this route should immediately be converted and Contacts should be taken to their view page.
- 15. This looks like it should work… Unfortunately, this doesn’t work. The reason is that it fetches redirectUser as a property/variable. The method would need to be called getRedirectUser, but when it actually gets called it wouldn’t know about the flow variables yet by that point.
- 16. Adjustments to the controller
- 17. Updated VF page to work around the System
- 18. Routing Demo
- 19. Why not just use code? • Any changes to functionality require adjustments to unit tests and deployments through Sandboxes • Configurable by an Admin
- 20. Closing In this 25 min, we showed you an example of some of the things you can do when you combine code/Visual Workflow. • Invoke code from Visual Workflows • Error handling. • Dynamic record routing • Alternate code with Flows: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/ apexcode/apex_process_plugin_using.htm • Code can be found at: http://tinyurl.com/q92s6y9 • Questions?
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