Brisbane Salesforce User Group - May 2015 - Lightning Process Builder

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Lightning ProcessBuilderBrisbane Salesforce User Group May 2015 Kevin Akermanis Principal Solution Engineer

/in/KevAkermanis

@KevAkermanis

Simple: Design with point & click simplicity

Powerful: New Actions with the power of code

Flexible: Match the way your business works

Visual: View & Collaborate on your process

Automate your business. Faster.

Introducing Process Builder

Multiple “Rules” in 1 processMore FlexibilityGraphical Interface

Workflow Rules

New Actions Next Generation Workflow

Process Builder

• Built for all Admins - from beginners to advanced

• Easy edit lets users respond quickly to business changes

• Creates a shared canvas for IT and the Business to collaborate

Add powerful actions with a

single click

Process Without ProgrammingSuper Powers for Admins

Auto Submit Approvals:  Route new hire offers for approval

Create New Orders:  When the Opportunity stage goes to "Closed Won", create an Order record with the data contained in the Opportunity and the associated Account

Schedule notifications & followup: Send email notifications, create follow up tasks when an incident or inspection status is submitted

Use Cases

Process Builder DemoKeep Contact Address in sync with Account Address

Create an Order from Closed Opportunity

Setting Object Record Types

Good-bye trigger…Keeping Contact Address in Sync with Account Address

Good-bye trigger…Keeping Contact Address in Sync with Account Address

Two types of opportunities/ordersCreate an Order from Closed Opportunity

Two types of opportunities/ordersCreate an Order from Closed Opportunity

Two types of opportunities/ordersCreate an Order from Closed Opportunity

Two types of opportunities/ordersCreate an Order from Closed Opportunity

All done in a single place – not in multiple workflow rulesSetting Object Record Types

How does a record get approved?Approvals

What to do when a record has certain values?Process Builder

Collecting information from Users or Customers and then doing something with that information

Visual Workflow

What is the type of business process you’re looking to automate?Which Automation Tool Should I Use?

Which Automation Tool Should I Use? Capabilities - http://bit.ly/SFAutoTool

Process Builder

Visual Workflow

Workflow Approvals

Complexity Multiple if/then Complex Single if/then Single if/then

Visual ✔ ✔

Browser All (Chrome recommended) All (Safari not recomm.) All All

Starts Record changed Button, VF, Process, Apex

Record Changed Button, Process or Flow, APEX

Time based ✔ ✔ ✔

User Based ✔

Which Automation Tool Should I Use? Supported Actions - http://bit.ly/SFAutoTool

Process Builder

Visual Workflow

Workflow Approvals

Call Apex ✔ ✔

Create ✔ ✔ Tasks only Tasks Only

Delete ✔

Update ✔(any related) ✔ (Any) ✔ (Record or Parent) ✔ (Record or Parent)

Launch Flow ✔ ✔ ✔ *(Pilot)

Chatter Post ✔ ✔

Send email ✔ (Email alerts) ✔ ✔ (Email alerts) ✔ (Email alerts)

Send Outbound w/o Code

✔

Submit Approval ✔ ✔

Process Builder was made Generally Available in Spring ’15A number of changes since Beta!Process Versions, Call APEX, Trigger Process multiple times, Determine whether specific fields changed, Customised Condition Logic, Usability Enhancements, Use >10 Actions, Deploy via {Change sets, packages, Metadata}, etc…

Join the Success CommunityOfficial: Salesforce Workflow Automation Group

http://sforce.co/1F0OANz

Process Builder Trailheadhttp://bit.ly/SFTrailProcess

Process Builder Guidehttp://sforce.co/1KnHyKk

*Summer ’15 just about to happen with even more enhancements

Resources

Thank you

Order of Execution

1. UI Validation Rules

2. BEFORE triggers

3. System Validation Rules

4. Duplicate Rules

5. AFTER triggers

6. Assignment Rules

7. Auto-response Rules

8. Workflow Rules

• Workflow field updates

9. Execute Processes

10. Escalation rules

11. Entitlement Rules

12. Perform Calculations

9. (roll-up summary, cross-object workflow)

13. Criteria based sharing Rules

14. Commits DML operations to the database

15. Post commit – sending emails, etc

Execution order of Process Builder - http://sforce.co/1SB0b01