Guides to Flow and Flow Orchestration at DF ’22

Here’s the Trail Map of Flow-centric Activities:

The links don’t work in these images, but you can search for them here.

For Flow Orchestration, focus on the following:

Orchestration App Showcase: Alkymi masters document-driven workflows

Editor’s Note: This Guest Post was created by Alkymi. UnofficialSF occasionally showcases companies and products that work with Flow Flow Orchestration.

Collaboration for the AI Era: The Data Action Layer.

Seemingly every day we hear examples of Automation speeding up the business world in dramatic ways. Yet, hundreds of millions of documents, PDFs, Emails, Spreadsheets are exchanged daily while almost all of the data they contain are still extracted manually! At Alkymi, we’re building the Data Action Layer (DAL) from the unstructured, real-world data that businesses run on.

Alkymi’s user-friendly solutions – including Data Inbox, Patterns, and Patterns Studio – empower frontline users to eliminate the tedious manual input tasks and take instant action to meet their business goals – like onboarding customers. And with Alkymi Patterns Studio, anyone can build customizable automation for any kind of document, no coding or technical expertise required.  

That’s because one of Alkymi’s founding principles is to make it as easy as possible for our customers to trigger actions in the applications and platforms they currently use like Outlook, Microsoft Power Automate, and of course, Salesforce. For us, there’s no better example of a mission critical business application than Salesforce, and we love working with customers to help them supercharge their Salesforce processes with actionable, structured data. 

Automating Workflows in Salesforce Orchestrator 

We here at Alkymi love Salesforce Orchestrator. It gives users broad capabilities to build, organize, and execute complex multi-team, multi-step workflows, encompassing many of the multi-step processes our customers are focused on, such as customer onboarding, performance reporting, and alternative asset management, which require handoffs between different teams, each with their own set of objectives and responsibilities. 

The genius of Orchestrator is allowing users to custom design these workflows to ensure that their business logic is fully reflected each step of the way. For example, if a team should only take an action after a step has been completed with a certain outcome, Orchestrator will ensure that team is only looped in at the right time, if and when required. 

Where Alkymi enters the equation is by helping users get more out of Orchestrator by fueling it with instantly actionable document data, the critical data that’s usually manually keyed in before a process can begin. Think of Alkymi as a booster rocket that accelerates the input of the unstructured data automation, while Orchestrator ensures the rest of the process can run successfully based on the data provided.

Blazingly fast Onboarding that saves hours. 

Customer Onboarding is one of Alkymi’s most popular use cases, and many of our Financial Services (Wealth & Asset Management) customers use Salesforce to run their onboarding processes. That’s why we couldn’t think of a better way to showcase the power of an Alkymi Data Inbox + Salesforce collaboration than this complex, multi-team workflow that has mission critical business impact. 

Our first video, (“Accelerating Customer Onboarding”), spotlights a customer onboarding process based on real workflows requiring three teams to work together to take actions like sending customer communications, processing documents, approving applications, and more. It also touches a range of business systems in addition to Salesforce and Data Inbox, with parts of the workflow happening in email as well as Slack. 

Typically, these would be extremely time-consuming manual processes, with lots of potential for process restarts, and missed handoffs. By extracting data from the critical documents needed to fuel instant actions in Orchestrator, we show how it’s possible to save 2.7 hours per new customer by leveraging Data Inbox + Orchestrator. 

In the second video, (“Building Workflows”) you’ll see how easy it is to adjust an existing workflow in Orchestrator based on changing business requirements, simply by adjusting the actions that should occur when certain information is found in a document. This makes it easy to update Work Guides so that the right workflow step is followed based on the data encountered in a document. 

Let’s Get Your Customer Onboarding Up to Speed.

Onboarding is a complicated workflow that can present significant challenges for operations teams, and it’s just one of hundreds of thousands of similar workflows that exist across enterprises. Combining Alkymi Data Inbox’s unstructured data automation with Salesforce Orchestrator’s workflow orchestration capabilities empowers businesses to accelerate and streamline this process, yielding significant time savings and reducing operational overhead. 

To learn more or request a free Data Inbox trial, visit www.alkymi.io

Work Guide Plus adds a work list to the Flow Orchestration Work Guide

Work Guide Plus (“WG+”) is a custom Work Guide component that you can add to record and home pages, similar to how the Orchestration Work Guide works. In addition to being able to display an individual work item, it can show a list of all the work items currently assigned to the running user.

Consider this example, where I have two work items assigned to me that are associated with the Jones Pharma account:

The Out of The Box Work Guide will simply display one of the two, but WG+ will show a list:

Select a work item and click Open Work Item to work on it.

If there’s only 1 work item assigned to the running user, WG+ will simply execute it and not bother with the list.

Screen flows used as step flows MUST have an input text variable named recordId to receive the record Id as context information, if you use Work Guide Plus.

When the screen flow is finished, WG+ will return to the list of Work Items. It has a two second delay to allow Orchestration to update the status of your work items, and this value can be overridden (the idea here is that if you return to your list too quickly, you might still see the work item you just finished work on because orchestration is still in process).

As a side note, this component features the new official Datatable component, which is Beta in Winter ’23. Because of that, however, it requires a Winter ’23 org. We’ll publish an installable package as soon as Winter ’23 becomes generally available. In the meantime, you can grab the component from the repository below and add it directly to a Winter ’23 org.

Install

package will be available in October ’22

Source

View Source

Dreamforce ’22: Where to Find Orchestration Content

Interested in learning more about Flow Orchestration? You’ll find content in these sessions:

At Dreamforce: The 1st Unofficial Unofficial SF SF Meetup

UPDATE: I TESTED POSITIVE FOR COVID THE NIGHT BEFORE DREAMFORCE, SO I WON’T BE AT THIS MEETUP. you might want to go anyways and see who shows, however.

Alex here…. If you’re coming to Dreamforce, drop by and say hello and tell me how you’re using Salesforce Automation and what you want to see in the future. I’ll be hanging out at Moscone West on the 2nd floor in back behind the session rooms, where they serve lunch, on Tuesday between 2:30-3:30pm. Would love to chat!

Official Winter ’23 Flow and Flow Orchestration Feature Overview

Building on the great sneak preview that Adam White published, here’s the official feature overview. This set of slides introduces all of the innovations in the upcoming Winter ’23 release.

The Fall ’22 Flow Orchestration Demo & Hands-On Workshop

We’ve been using the Google Slides deck provided here to run 90 minute hand-on workshops for Flow Orchestration.

The deck has 3 parts:

  • Part 1: A quick introduction to Flow and a deeper introduction to Flow Orchestration
  • Part 2: A video demo of an Incident Management orchestration, followed by a slide-by-slide walkthrough of that demo
  • Part 3: A step-by-step description of how to create an approval process orchestration

Part 3 is the first truly hands-on script. Salesforce Admins without Flow experience have been able to complete it in an hour.

As part of this walkthrough, participants can spin up a demo org with a couple of clicks. Information on that is available in the deck above and also here.

Create a Scratch Org with a Working Orchestration Demo With Just a Couple of Clicks

One of the best current demos of Flow Orchestration is this Incident Management recording.

You can now spin up a new org that contains the full implementation of this orchestration, allowing you to examine the different parts of the configuration. All you need to provide to create this org is your email address. The resulting scratch org will last for 30 days.

Click here to create the org.

Once the org is created, you can use the same link to return to the org’s Launch button.

Inside the org, go to Setup–> Flow to explore the parts of the orchestration.

Complete the New Survey from the Salesforce Automation Design Team!

I’m pleased to pass on this new survey from the Salesforce Automation Design Team. I highly encourage everyone to fill it out. These are the key designers who are at the heart of all the changes we make to the user experience of Flow and Flow Orchestration. Giving them your latest thoughts on functional gaps, experiential challenges, and the like is a great way to influence the course of the products. This data will also be reviewed by the product manager group.

Hello everyone! We at the Salesforce design team are working on new and improved automation capabilities for Flow, and as part of that process we want to hear from our customers. We’ve created this 10 minute survey so that we can learn more about your automation experience in Salesforce, and would greatly appreciate anyone here taking the time to fill it out. Specifically we’re gathering feedback around:

  • What sorts of automations you’ve created, or want to create
  • What needs you have for accessing data outside of SFDC in your automations, if any
  • If you’ve previously used any other automation tools besides Flow

If you’ve ever created an automation in Flow before, you’re exactly who we’re looking to hear from! Every little bit of feedback matters, so please help us create the best product we possibly can for you.

Here is a link to the survey! (edited) 

ISV Spotlight: Forcelution’s Approval Orchestrator – A Fast, Easy, and Intuitive way to build the ultimate approval process in Flow!

Flow Orchestration and Flow are the future of automation in Salesforce. With Flow Orchestrator, admins can build highly customizable approval solutions to suit all of their business requirements. The new However, Approval Orchestrator from Forcelution extends Flow Orchestration to provide the best combination of flexibility, ease of use, and power! This Salesforce add-on is now available on the AppExchange and provides an easy and intuitive wizard to create Orchestrator approval processes in very little time. Simply specify the object, entry criteria, and approver details, and click “Create”! The application automatically generates the appropriate parts of the underlying orchestration for you. And because these concern flows, you simply edit and extend the logic when business requirements change.

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Highlights

Generate approval processes in just a few clicks

As an admin, you can define your approval process via an intuitive jump start wizard. Approval Orchestrator automatically generates and deploys the orchestration and associated flows that make up your approval process.

Leverage all the power and flexibility of Flow

Once the orchestration and associated flows are generated, you can easily extend them to fit your specific business requirements. For example, you can add a Slack message to notify approvers upon submission of an approval request.

Create Approval Request reports

In contrary to standard Salesforce approval processes, Approval Orchestrator stores approval requests and steps in reportable objects. This gives you the possibility to create reports and dashboards on approval requests, so that approval managers always exactly and in real-time know what’s going on.

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What’s next?

With the current jump start wizard of Approval Orchestrator you can generate the orchestration and associated flows for a simple approval process. The generated orchestration and flows can be enhanced in Orchestrator / Flow Builder. We are working on functionality to make generating approval processes and managing approval requests even easier. These roadmap items will be made available in the upcoming releases.

Advanced Approval Process Wizard

In addition to the current jump start wizard, you can soon choose to use a wizard for generating more advanced Orchestrator approval processes. This wizard will be like the six-step wizard for creating Salesforce approval processes. The new wizard will allow you to generate multi-stage approval processes, including different actions and approvers. In just a few steps, you can create the most advanced approval processes, exactly suiting your specific business requirements!

Migration tool for Salesforce Approval Processes

With this migration tool you can easily migrate your existing Salesforce approval processes to Orchestrator approval processes. This means you can keep your existing approval functionality, but at the same time have the possibility to enhance and further automate your approval processes in Orchestrator and Flow Builder. Also, Approval Orchestrator uses reportable objects to store approval requests and approval steps. This means you can finally create reports and dashboards on approvals.

Mass Approval Management Tool

Our existing app “Enhanced Approval Requests Pro” gives users the possibility to submit multiple records in one go for approval, and allows approval managers to filter and mass approve, reject, or reassign pending approval requests. This “mass management” functionality is currently only available for Salesforce approval processes, but will soon also be made available for Orchestrator approval processes. Approval Orchestrator will be a huge time saver for your entire organization!

Watch the Video

Want to try Approval Orchestrator?

Install a free 30-days trial from the AppExchange or find out or more on https://forcelutionapps.com/approval-orchestrator/.

Learn about the range of Approvals options from Salesforce here.