Go Faster withLightning Process BuilderJune 25, 2015 | Salesforce World Tour, Paris

Shelly ErcegProduct Management Director

@shelly_sfdc

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Agenda

Lightning Process Builder OverviewDemoHot TopicsRoadmap: near & farQ&A

▪ Q&A at the end of this presentation– I will try to tackle your questions at the end.

▪ Post to Success Community– Official: Salesforce Workflow Automation

– Topic #ProcessBuilder

http://bit.ly/AutomationSuccessGroup

Have Questions?

Process Builder = Next Generation Workflow

Multiple “Rules” in 1 processMore FlexibilityGraphical Interface

Workflow Rules

New Actions

Lightning Process Builder• Built for admins – but

developers like it too!

• Easy edit to respond quickly to business changes

• Creates a shared canvas for IT and Business to collaborate

• Integrate code and point-and-click customizations, to move faster

Add powerful actions with a

single click

Process Builder FAQs

▪ GA in Spring ’15 ▪ DE, EE and up. Not Available as a PE add-on▪ Supports all latest stable browser versions▪ Processes are Flows “under the hood”

▪They surface as Flows in Changesets/Packaging, Error Messages, find status of Scheduled Actions in Flows>Paused & Waiting Interviews

▪Workflow Rules remain available

Demo time!

Hot Topics (& a little guidance)

Which tool do I use?

http://bit.ly/which_tool

Workflow RulesApprovals

Process BuilderFlow

Hot Topics (a little more guidance)

Bulk Use Cases & Platform Limits▪ Platform limits apply ▪ PB not yet optimize for bulk cases

http://bit.ly/process_limits

Getting Started Resources

Want to learn more? Salesforce Trailhead

http://bit.ly/process_builder_trailhead

Getting Started

Which Tool Should I use to automate my process? https://developer.salesforce.com/trailhead/business_process_automation/process_whichtool

Trailhead: Process Automationhttp://bit.ly/process_builder_trailhead

Salesforce Developers Lightning Week Tutorial: Process Builderhttp://bit.ly/process_lightning_tutorial

Demo Videohttps://www.salesforce.com/form/conf/platform-lightning-process-builder.jsp

Andrew Fawcett: Extending Lightning Process Builder and Visual Workflow with Apexhttp://bit.ly/lpb-extend-with-apexControlling Internet Devices via Lightning Process Builderhttp://bit.ly/lpb-control-internet-devices

Keir Bowden: Lightning Process Builder and Invocable Methodshttp://bit.ly/lpb-invocable

Twilio Helper Library for Salesforcehttps://twilio-salesforce.readthedocs.org

Helpful Blogs

Rakesh Gupta: Learning Process Builder (use case tutorials)

https://rakeshistom.wordpress.com/learning-process-builder/

Andrew Fawcett (advanced use cases)Extending Lightning Process Builder and Visual Workflow with Apexhttp://bit.ly/lpb-extend-with-apexControlling Internet Devices via Lightning Process Builderhttp://bit.ly/lpb-control-internet-devices

Keir Bowden: Lightning Process Builder and Invocable Methodshttp://bit.ly/lpb-invocable

Success Community

Salesforce Workflow Automation a great resource for

https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=

0F9300000001rzc

Help and Traininghttps://help.salesforce.com/HTViewHelpDoc?id=process_example.htm&language=en_US

QUESTIONS?

Tauschen Sie sich mit anderen Entwicklern aus und

erweitern Sie Ihr Wissen!

Salesforce Developer Groups

bit.ly/cologne_dg

bit.ly/berlin_dg

bit.ly/munich_dg

bit.ly/zurich_dg

developer.salesforce.com/trailhead

Thank you!