brisbane salesforce user group - may 2015 - lightning process builder
TRANSCRIPT
Approve EndUpdate
Start CreateUpdate
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
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
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