Process Builder

The Process Builder is a new workflow tool released on Spring'15. This talk purpose is to highlight and display it's main features and provide a start point on it's usage.

Transcript

1. Lightning Process Builder Thursday 12, March
2. Andrea Morales Web Developer & App curator @andrem2b
3. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter ended July 31, 2011. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
4. Agenda ▪ Who ▪ What ▪ Why ▪ How ▪ Wrap Up
5. What : Business Logic Automation @ sfdc Automated business process • greater control over routine activities, • eliminate redundant tasks • automate approvals • major adherence to your business processes Current available automation tools • Approval • Workflow • Visual Workflow • and brand new Process builder
6. Lightning Process Builder Automate business faster, declarative development ▪ Create processes using visual layout ▪ Point-and-click development ▪ Manage multiple process paths in ONE place ▪ Create “headless flows” ▪ Collaborate with business owners ▪ Replace many basic Apex triggers ▪ DE, EE and up
7. What : Business Logic Automation @ sfdc
8. Process Builder Next Generation Workflow Multiple “Rules” in 1 process More Flexibility Graphical Interface Workflow Rules New Actions
9. With Process Builder You Can…. ✓ Execute Apex ✓ We can integrate with external data, web services, with this ability of adding code ✓ leverage on spring’15 new @InvocableMethod annotation.
10. With Process Builder You Can…. Create a record ✓ Create a record by manually entering values or by using the values of related records. ✓ fields can be populated from ✓ main object ( filtering by data type) ✓ text entry ( or base data type)
11. With Process Builder You Can…. ✓ Post to Chatter ✓ Post to the feed : ✓ of a user ✓ a Chatter group ✓ the record that started the process.
12. With Process Builder You Can…. ✓ Update fields on ANY related record ✓ Update one or more records—that are related to the record that started the process—by manually entering values or by using the values from related records. ✓ in example : to be able to update all contact’s account addresses ✓ substitutes lines of apex code dedicating to update records base on others
13. With Process Builder You Can…. ✓ Launch a trigger-ready Flow ✓ Launch a flow from your process to automate complex business processes—create flows to perform logic and have events trigger the flows via processes—without writing code.
14. With Process Builder You Can…. ✓ send an email from a process by using an email alert. ✓ You can use only email alerts that are associated with the same object that the process is associated with. The record that started the process is used as the starting point for any merge fields that are used in the email alert.
15. With Process Builder You Can…. ✓ Submit for approval (or trigger existing approval process) ✓ Only the record that started the process will be submitted. You can’t submit any related records for approval. ✓ If the submitter isn’t an allowed initial submitter on the approval process that runs, the process fails.
16. With Process Builder You Can…. ✓ Quick Actions ✓ Create a record, update a record, or log a call by using an object-specific or global action that you or another administrator created for your organization.
17. Process Builder Limitations ✗ Create Tasks ✗ Send Outbound Messages ✗ Design Screen Flows Use Workflow Rules Use Visual Workflow
18. Why does it say “Flow” sometimes? ▪ Behind the scenes, a Process Builder process is a Flow – Same engine as Visual Workflow ▪ Surfaces in – End user error messages – Packaging – Maybe others…
19. Hands-on
20. Walkthrough: Process Builder
21. Next Steps
22. Process Builder: What’s New in Spring 15? ▪ Create versions of a process ▪ Trigger a process multiple times in a single transaction ▪ Determine whether specific fields changed ▪ Customize condition logic in process builder ▪ Call Apex method from a process ▪ Updated and more efficient UI
23. Process Builder Considerations ▪ Process Builder is a client to Visual Workflow. It will respect both Apex Governor Limits and Process Limits. – Details on Limits: https://help.salesforce.com/HTViewHelpDoc? id=process_limits.htm&language=en_US ▪ Processes can evaluate records up to five times in a single transaction if another process, workflow rule, or flow updates the record in the same transaction. ▪ If you create processes to replace any workflow rules, make sure you delete those workflow rules when you activate the equivalent processes.
24. Process Builder Considerations ▪ Processes can evaluate a record anytime a record is saved or created. However, processes that are created after records are saved don’t evaluate those records retroactive ▪ Picklist fields are evaluated as text fields in the Process Builder. ▪ Full Details on Process Builder Considerations: https://help. salesforce.com/HTViewHelpDoc?id=process_considerations. htm&language=en_US
25. Process Builder RoadMap ▪ Map Any Process – To be able to map more user cases, process should be able to connect and represent a more real business workflow ▪ Actions and Events – Available actions will cover more SFDC and custom actions – Events , time, approvals , custom events ▪ Manage and Monitor – Improve analysis, reporting, monitoring, tracking and debugging
26. Lightning Deep Dive Webinars • Lightning Process Builder April 2, 2015 10am PST https://developer.salesforce.com/events/webinars/Lightning-Process-Builder Online Training • Salesforce University - Creating Lightning Components Training • Trailhead - developer.salesforce.com/trailhead
27. Questions? Success Community Chatter Groups ▪ Official: Lightning App Builder ▪ Official: Salesforce Workflow Automation ▪ For questions about Lightning Process Builder
28. Thank You