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Transforming Salesforce with ULTRAFLOW

Cloud Science Lab’s revolutionized workflow management for our client with Ultraflow in Salesforce.

About the product

Salesforce Ultraflow is an automation product available on the Salesforce App Exchange. It helps Salesforce clients and vendors to configure, build, test, and deploy solutions that involve complex processes and/or many user-facing forms, with the bare minimum of custom code.

Overview

Cloud Science Lab’s revolutionized workflow management for our client with Ultraflow in Salesforce. Through Lightning Web Component, we deliver a product that is simple, reusable, and consistent for our Clients' workflow needs.

IT & Technology

Industry:
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The Challenge

Among our client's various problems, they wanted to know about real-time configurations of flow elements, it's drawing with connected arrows, and showcasing multiple elements connected to a single point.


Our client faces challenges with:

  1. Configuration of different flow elements in real-time and render them on the screen.

  2. Drawing a complete flow with different configured elements and with connecting arrows on a component.

  3. Displaying multiple elements connected to a single element.


Our client wanted us to build a product for their needs that fulfills three core principles for their business. A product that is simple, reusable, and consistent for their workflow needs.

Automation Involved


Salesforce sales cloud implementation involved various automation for quote creation and order generation.
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The Solution / Features

Our Salesforce experts offered

Cloud Science Labs team assisted, architected, and integrated comprehensive solutions using Salesforce. Our Agile scrum team leverages Salesforce tools and technologies, developed, tested, and delivered critical business features.


Solution 1


Salesforce Tools & Technologies

Lightning Web Component: Cloud Science Lab’s developer came up with a solution for our first problem of configuration of flow elements by dividing our Lightning Web Components (LWC) into two parts.


Step 1:  Among the two parts, one of them was used to configure an element in real-time.


(Figure 1 for reference)


Step 2: Once, the user completes the configuration of an element. The second part of the component is used to render the following configured elements.


(Figure 2 for reference)


In this way, we resolved our first problem with a Lightning Web Component solution, allowing real-time configuration of flow elements.


Solution 2


For the solution to our client’s second problem, drawing a complete flow with different configured elements and connecting arrows on a component, we divided our component into five columns.


(Figure: 3 for reference)


As shown, 


  • Columns number 2, 3, and 4 were used to build the complete flow. 

  • Column 2 was used to present the preceding connected element and column 4 was used to show the connected succeeding element.

  • Column 3 contains the linear flow from a “Start” to an “End” element.

  • Column 5 was used to render the elements which were deleted by the user from the flow. 

  • Column 1 was used to render a single element which is the parent element of Column 3’s first element, so that if the user clicks on the element which is in the 1st column, they can get back to the parent element connected flow.


This logic helped us to create a linear flow but flows have multiple elements connected from and, to different elements. So, there was a need to connect the elements as per the user configuration of the flow. 


For that purpose, we used some complex logic in Javascript, HTML, and CSS to render the arrows, fill up the white spaces, and connect the correct elements with their preceding and succeeding elements.


In this way, our team addressed the challenge of drawing complete flows with connected arrows.


Solution 3


To deliver a solution to our client’s third problem of showcasing multiple elements connected to a single element, our development team came up with a solution of the Creation of an element that showcases the total number of connected elements. Instead of setting any name of that element, it showcases only the total number of elements connected to an element. 


Once the user clicks on that element, a pop-up shows up with all the connected elements on the screen. This was done to deliver a user-friendly experience,  rather than creating a complex flow. This helped our user to understand the overall structure of the flow.

Benefits

Cloud Science Labs delivered an application that fulfills clients' three principles.

Simplicity

Reusability

Consistency

An application built with Ultraflow streamlined workflow creation was easy to understand and use. Users didn’t need to visit multiple pages to create or configure flow. With a few clicks, the flow was made ready to use.

The elements described in Apex methods perform server-side processing for our clients. The methods that implement Ultraflow’s unique interface could be written as object-oriented code which is simple to write, test, and maintain. This made it eminently reusable for future purposes.

The Flows used for business scenario 1 can also be used for business scenario 2. This consistency in flows eliminates efforts to write any new code. With just a few clicks, users can configure the elements and can use the same flow for their second business scenario. This way, a consistent solution for the business workflow was delivered.


Conclusion

This way, Cloud Science Lab’s experts were able to deliver comprehensive solutions and support to our client's problems. Our team of Salesforce experts worked with the best industry tools and technology to meet the demands of our esteemed client through collaborative efforts. Cloud Science Labs ensured a successful execution of the project: Ultraflow in Salesforce workflow management.

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