It's your user's first login to Salesforce and you need to present them with a message about usage of the system, confirm it was read, collect information to complete their Chatter profile, and send information to your internal audit and compliance systems. Join us to learn how Salesforce Login Flows' use Visual Workflow to build a point-and-click process around user login. Extend your login flows with Apex @InvocableAction methods. Using Login Flows you will engage more directly with your users from the first instant they access your Salesforce environment for better security, compliance, and ease of administration.

1. Advanced Uses of
Salesforce’s Login Flows
​ John M. Daniel
​ FinancialForce.com
​ @ImJohnMDaniel
​

2. ​ Certified Platform Builder II
​ Certified Advanced Developer
​ Certified Admin
​ Certified Service Cloud Consultant
@ImJohnMDaniel
John M. Daniel
​ Product Services Team
​ FinancialForce.com

3. About
GREAT ALONE. BETTER TOGETHER.
​ Native to Salesforce1™ Platform
since 2009
​ Investors include Salesforce Ventures
​ 650+ employees, San Francisco based
3

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Safe Harbor

5. Login Flow Overview
​ What are Login Flows?

6. ​ They are Visual Flows
• Make use of all basic aspects of Visual Flows
• UI Elements
• Logic Elements
• Data Elements
Bound to a Profile
Initiated by user’s login event
What are Login Flows?
​ …Let’s see one in action!!

7. Demo #1
​ First Time User
​ Accept Terms of Service

8. ​ Two steps:
• Define the Visual Flow
• Bind the flow to profile
Login Flow setup

9. Define the Flow…

10. ​ Access the Flow menu
Define the Flow…

11. ​ Access the Flow menu
​ Setup a “Screen” element
​ Header elements
​ Welcome text
​ Checkbox for acknowledgement
​ Button to move on
Define the Flow…

12. ​ Access the Flow menu
​ Setup a “Screen” element
​ Add Logic – “Decision” element
• Element Name
• “Accepted” outcome
• “Not Accepted” outcome
Define the Flow…

13. Bind to profile…

14. ​ Access the Login Flows Screen
Bind to profile…

15. ​ Access the Login Flows Screen
​ Setup the assignment to the
specific profile
Bind to profile…

16. It’s that simple!

17. So… When Can You
Use Login Flows?

18. ​ First time User Acceptance of Terms and Services
​ Gather More Information On First Time User of Communities
• “Login Wizards”
• Gather interests about community user to automatically subscribe to various data categories
​ Gather information about user’s job role
​ Different landing page on login …other than “Home” page
• Marketing / Executive Level Sales Pipeline Dashboard when problem exists
• User needs to fill in timesheet for last week – take them there first!
​ Address Verification
Login Flow Use Cases

19. Demo #2
​ Sales Pipeline Alert Display

20. ​ Email Based Two Factor Authentication
​ Automatic Registering of QR Codes / Two Factor Authentication
​ Require Two Factor Authentication When Outside Corporate Network
​ On Demand Update of Customer Community User’s Information From Backoffice
More Login Flow Use Cases
​ All of these use cases require Apex Code!

21. But How Do You
Connect Your Flows
to Apex Code?

22. Process.Plugin
Apex Interface!!!
​ …Wait! …No! That was the old way.

23. @InvocableMethod
Apex Annotation!!

24. ​ Allows you to expose an Apex class method to the VisualFlow configuration screen.
​ Use @InvocableVariable annotation to designate variables that can be passed from the Flow to
your Apex class.
​ @InvocableMethods can be packaged!
@InvocableMethod Annotation

25. Demo #3
​ Advanced Webservice Callout

26. Questions???

27. ​ Dreamforce ‘15 DevZone Presentations
• https://github.com/developerforce/df15-devzone-presentations
​ Developer Tech Library – “Login Flows”
• https://developer.salesforce.com/page/Login-Flows
​ Help Topic – “Custom Login Flows”
• https://help.salesforce.com/apex/HTViewHelpDoc?id=security_login_flow.htm
​ “Customizing User Authentication with Login Flows” (DF14 presentation on YouTube) by Itzik
Koren, Jerrod Chong, and Charles Oppenhimer
• https://www.youtube.com/watch?v=gYes8OLAc-k
Links

28. ​ Apex Code Developer’s Guide - @InvocableMethod and @InvocableVariable
• https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/
apex_classes_annotation_InvocableMethod.htm
• https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/
apex_classes_annotation_InvocableVariable.htm
​ Force.com Actions Developer’s Guide - Apex Actions
• https://developer.salesforce.com/docs/atlas.en-us.api_action.meta/api_action/actions_obj_apex.htm
Login Flow samples
• https://developer.salesforce.com/page/Login-Flows#Login_Flow_samples
More Links

29. Thanks!
Enjoy #DF15 !!!