automation introduction to workflow
TRANSCRIPT
Introduction to Workflow Automation
Principal Success Manager@kemi_le
Kemi Le
Today’s Field Trip
Q&AExplain It
Show It
Building Automation in SalesforceWhy automation? What tool to use? Break it down for me.
Business Processes Are Being Disrupted EverywhereCompanies must reimagine their existing processes
Digital Learning
Online Groceries
Remote Hiring
Tele Medicine
Every Process Involves Complex Business LogicThere are many decisions and actions behind every step of the process
Damagedor Stolen?
STOLEN
DAMAGED
DisputeTransactions
ConfirmAddress
Action
Action
Decision
Decision
Often leading to delaysImplementing New Processes Is Hard
Taking ActionNavigate all the pages to take action
Fetching DataNeed to manually query different systems
Training Employees need to learn complex business logic
Automation is Awesome!
● Things you do over and over● Things you’re likely to mess up● Things you’re likely to forget● Things that require no skill
Scale! Scale! Scale!
Like What?
● Over and Over – If I get a lead’s voicemail, schedule a follow up task for the next day● Forget – 30 days before a renewal, notify customer and sales rep● Mess up – When a customer signs-up, create the contract/invoice● No Skill – Send a “welcome email” using the approved template to new leads● Collect input – employee onboarding form that assigns equipment, apply for credit
card
Some ideas to get the gears turnin’
Set up data rules for your users
Can contain formula or expression
Returns TRUE or FALSE
Shows error message if TRUE
Error can show at field or top of page
Ensure data qualityValidation Rules
Each Object can have several
“Entry Criteria”
Lock Records
Route to Correct Approvers
Automatic Approve/Deny
Email Response ( “Approved”)
Enterprise Edition
You’re not the boss of me! Oh, you are? Can I please have your permission? Approvals
Point and Click
Limited Options
“Original Process Builder”
Enterprise Edition +
*Just Use Process Builder
WorkflowOld School Automation
Process Builder
Create / Edit Records
Create Child Records
Update Parent Records
Immediate / Time Delayed
Admin Accessible
Best combination of Power and Ease of Use
Demo - Workflow and Process Builder
Flow Builder
Wizards / Screen Driven
If / Else / Loops
Query other recordsCreate / Update Records
Embed Anywhere
Before Save/Before Delete
Great for “Agent Experience”
Professional Edition - 5
Enterprise Edition + - Unlimited
They’re incredibly powerful. Learning curve.
Flow Builder or Process Builder or...
Flow is near feature parity to Process Builder and are much more powerful.
Good News! Flow is easier to build and the future of Salesforce Automation!
Flow Simplification
It’s easier than ever to build flow with simple automatic
field discovery and automatic output handling.
Triggered Automation
Flow now supports trigger automation similar to Process
Builder. You can even build scheduled Flows without coding scheduled Apex.
Screen Flows
Guide your users through a complicated workflow with screen flows to collect input
and automate follow-up steps such as updating records.
Flow Feature Parity
● Faster Than Ever: Field updates to your record are up to 10x faster in Flow using Before Save
● Schedule to Save: Offload automation to run on a daily or weekly schedule, instead of firing on each change
● Target with Precision: You choose exactly which records and which kinds of changes will fire a record-triggered flow
Coming Soon to Flow...
● Scheduled/Time-Delayed Record-Triggers● Prior Value
Embed Guided Workflows EverywhereEnhance user experience and business agility
Automate from anywhereEmbed flows to every device to deliver seamless user experience
Customer self-serviceCreate seamless customer experiences while freeing up employees to work on higher value processes
Guide employee workflowsStreamline employee workflows with trusted processes to improve productivity
Customer Communities or Any Website Employee Apps
Salesforce Mobile
Platform Events
Publish and subscribe to events within Salesforce
and external sources
Subscribe to event messages
Automate Across Connected SystemsOrchestrate connected workflows without limitation
External Objects
Map to data located outside your
Salesforce org using OData adapters
Fetch external data
External Services
Connect to an external endpoint using Open API
services
Integrate external functions
Custom integration functionality
Apex or MuleSoft
Connect any system through Apex and/or MuleSoft reusable
APIs
Build Enterprise-Scale AutomationManage automated processes from testing to monitoring
Process Analytics
Process Visual Debugger
BuildingModel manual business process
TestingDebug and troubleshoot
MonitoringAnalyze usage and performance
Automation ComponentsFlow actions and UI building blocks
And learn from industry best practices
Get a Jump Start with Pre-Built Automation
Flow TemplatesConfigurable end-to-end processes
Flow ActionsStandalone automation functionality
NEW
AppExchange Solutions
Open Source Solutions
Empower Everyone to Innovate FastBuild once and customize everywhere
NO-CODE BUILDERS
PRO-CODE ACTIONS
LOB IT
No Code
Admins IT Dev
Build Together
LOW-CODE INTEGRATIONS
Declarative
Programmatic
Steps to Build Your Automation
1. Define Trigger - how is the automated process kicked off 2. Model Business Logic - map out records to be updated, values to be
assigned, decisions to be made3. (Optional) Integrate - connect to external data sources for
cross-system workflows4. Action - what will it do?
Simple Demo
1. Head to https://www.platformdemos.com/s/
2. Launch Flow Builder Demo in a scratch org
Platform DemoVideo, Talk Track, Scratch Org, And More
Process Builder Example: Lead Follow Up
Trigger – Lead
Criteria – Custom Field (Call Me Back Date) is not empty, and it’s changed.
Action – Create Task with “Call me back date” related to Lead
Process Builder - Lead Follow Up
1. Trigger – Lead
Process Builder - Lead Follow Up
2. Criteria – Custom Field (Call Me Back Date) is not empty
Process Builder - Lead Follow Up
3. Action – Create Task with “Call me back date” related to Lead
Flow Builder - Quick Create Account
1. Trigger – 2. Criteria – Custom Field (Call Me Back Date) is not empty
Flow Builder - Update Shipping AddressMain steps in the demo
Change Shipping Address
What happens to active orders?
Get Account Record
Retrieve current record using Get
Record
Create Screen to Collect Input
Use a screen to collect new shipping
address
Update Shipping Address
Loop through active orders to update
shipping
Best Practices
Start with a simple use case
Plan your flow before you start building
Build your flows in a sandbox or developer edition org
Never hard-code Salesforce IDs
Wait until the end of the flow to make changes to the database
Provide an error handler
Save early and often
What to do after this webinar
Trailhead: Choose The Right Automation Tool
Trailhead: Build Flows with Flow Builder
Trailhead: Build a Simple Flow
Community Resources: UnofficialSF
Trailblazer Community: Salesforce Automation
Appexchange: Flow Solutions
Trailhead Sample Gallery
Architect Decision Guides
Developer Guide - Order of Execution
Success Best Practices