Pre-Requisites

For this workbook, you should have your own environment with login credentials.

If you are using a Production environment, please take care with any existing processes.

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Because this is an Integration product, we will encourage you to use freely-available applications within this material. Tools such as Twitter, Slack, and others are great products and typically allow you to sign-up for free!

Exercise 108-1 - If/Else

Say that your Sales Team tracks deals for new and existing customers in Salesforce. The Project Management team manages their work in Workfront.

There are also different actions which need to happen if the new opportunity is for a new customer vs an existing customer.

If it’s a new customer
- We need to create a new project in Workfront
- Create the onboarding and training task on that project
If it’s an existing customer
- a Workfront project already exists, so we need to find it by searching for it
- Then create the task that the customer will need follow up training on the new product they purchased.

NOTE: For this example we will focus on just the If/Else logic and skip connections

Create a new Flow (+New Flow)
- Use a Child Flow for this
Add a Control >> Assign Card
- Change the name of the variable to “Type” (which is a String)
- Type “New Customer” into that field
Add a new Control >> If/Else card
- For Options set the left-operand to “Type” by dragging the Type Output from the Assign Card
- Set the operator to “equal to”
- Set the right-operand to “New Customer”
Within the True (Yellow) section
- Add a String Compose
- Type “This is a new customer”
Within the False (Blue) section
- Add another String Compose
Test the Flows

This simply shows - without using the connectors - how Flow logic works. If you have completed this correctly, the “true” path for the If/Else will execute and give you the “This is a new customer” message!

Exercise 108-2 - If/Elseif

For this example, let’s again - without using connectors - emulate the logic required for the following:

When the Sales team moves an opportunity to Closed Won
- a new task is created in Workfront so the PM team can begin their work
If “Closed Lost”
- Send an email is sent to the Sales Director
If set to “Contract Negotiation/Review”
- Send a Slack message is sent to the PM team’s Slack channel so they are aware that this Project is coming down the pipeline

For this we have three conditions - so If/Else/If is what we’ll need to use.

Create a new Flow (+New Flow)
- Use a Child Flow for this
Add a Control >> Assign Card
- Change the name of the variable to “Stage Name” (which is a String)
Add a new Control >> If/Elseif card
The If/Elseif card will expand to meet all our conditions
- For the first If section
- left-operand => Drag “Stage Name” into the field
- right-operand = “Closed Won”
- Click “Done”For the first if
- Click “+” and add an “Else If”
- left-operand => Drag “Stage Name” into the field
- right-operand = “Closed Lost”
- Click “Done”
- Click “+” and add a second “Else If”
- left-operand => Drag “Stage Name” into the field
- right-operand = “Contract Negotiation/Review”
- Click “Done”

Now Edit the Conditions:

Observe the “Edit Conditions” dropdown on the top of the If/Elseif card
Select “If Stage Name == “Closed Won”
- This will change the screen to allow you to place steps within the If/Elseif card
- Add a “Compose” card and type “Account is Closed Won! Start a new project”
Select “If Stage Name == “Closed Lost”
- Add a “Compose” card and type “Deal lost - Send an email is sent to the Sales Director”
Select “If Stage Name == “Contract Negotiation/Review”
- Add a “Compose” card and type “Send Slack Message to PM Team - Project Coming Soon!”

Save and test the Flow. Try testing each option by setting the Stage Name in the Assign card!

Exercise 108-3 - Continue If

The Continue If card - simply put - halts a Flow based on a single condition.

For the example in 108-2, do the following:

After the “Assign” card, add a “Continue If”
Drag the Stage Name to the left operand
Set the right-operand field to the same as the Stage Name (set in the Assign card)
Run the Flow - if you have a match, it should halt execution

Try experimenting with placing the Continue If.