Salesforce - Corporate Presentation Template

Four Things You Didnt KnowYou Could AutomateShelly Erceg Director of Product Management, Process AutomationJennifer W. Lee, Chris Edwards, Michael Gill, Rakesh Gupta Salesforce MVPsMVP Process Automation Showdown

Forward-Looking Statements

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 product or service availability, 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, new products and services, 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, the outcome of any litigation, risks associated with completed and any 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 year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures 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 presentations, 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.

Key Takeaway:We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce.

Talk Track:Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.

MVP Process Automation ShowdownFour Things You Didnt Know You Could Automate

#SafeHahbah: This contest is not sponsored, endorsed or administered by, or associated with Salesforce.The big meanies.

First Competitor: Jennifer W. Lee

Jennifer W. LeeSalesforce Business Consultant, John HancockSalesforce MVPBWT #AwesomeAdmin Award RecipientTrailhead Addict 150 Badges!Co-host of Salesforce Automation HourSocial Media Manager for WiT DiversityBlogger: Jenwlee.wordpress.com

@jenwlee

Use Case: Delete a Record, Delete Related RecordsBusiness RequirementsNeed ability to specify if a contact is inactiveDelete inactive contacts and related records (cases)Contact and its related records must stay intact for reporting purposes for the calendar year

The Solution: Process Builder w/ Help of FlowIngredientsCreate a Status picklist and Deletion Date field on the Contact objectProcess Builder on the Contact object when record is created or edited where Status is InactiveImmediate Action: Update Deletion Date to Jan 1st next yearScheduled Action (0 days after the Deletion Date): Launch a flow Delete Cases and Contact

The Demo

Next Competitor: Chris Edwards

Chris EdwardsSolution Architect @ MavensSalesforce MVPWriter @ SalesforceWeek.lyCo-Leader @ London Admin User Group

@Chris_SFDC

Use Case: Report on Most Recent RecordEver wanted to report on, or easily find, only the most recent record from a set?Example: Report on accounts and their most recent completed activity.Out of the box options: Option 1: Accounts report type using Last Activity Date field

Option 2: Activities with Accounts report type

The Solution: Update Sibling RecordsFirst, some facts:#1: Process Builder is awesome because it can update (any type of) parent record#2: Process Builder is double-awesome because it can update child records#3: Process Builder is super-mega-off-the-charts awesome because you can combine these powers!

The ingredients:Custom Field: Most Recent (checkbox, on Activity object)Report Filter: Most Recent = TRUEProcess Builder: on Task object (created or edited) with criteria of Status = CompletedUpdate Records #1: update all parents child tasks to Most Recent = FALSEUpdate Records #2: update triggering task to Most Recent = TRUE

The Demo

Next Competitor: Mike Gill

Mike GillTechnical ArchitectSalesforce MVPWriter @ SalesforceWeek.lyCo-Leader @ London Admin User Group

@agentgill

Use Case: Roll Up Total Open Cases to AccountBusiness Requirement: Track the total number of open Cases on an Account

OK, let me just create a roll-up summary field between Case and Account Oh no! Whats this? Roll-up summary isnt available? #BigSigh

Standard out-of-the-box options:

Other options:Option 1: Use a standalone reportOption 2: Install an app like Declarative Lookup Rollup Summaries or Rollup HelperOption 3: Write some Apex

The Solution: Flow Roll-Up SummariesFirst, some facts:#1: Standard roll-up summaries are only available for Master-Detail relationships but dont sweat it!#2: Process Builder has many automation tricks, none more flashy that running Flows!#3: If Flow was a calculator, it would be this super fantastic counting machine able to count anything!

The ingredients:Custom Field: Total Open Cases (number, on Account object)Flow: Auto-launched flow for looping through and counting open cases, and updating field on AccountProcess Builder: on Case object (created or edited) where Case.Account is not null, to launch the Flow

The Demo

Final Competitor: Rakesh Gupta

Rakesh GuptaSolution ArchitectSalesforce MVPAuthor of Learning Salesforce Visual WorkflowCo-Host of Salesforce Automation HourBlogger @ automationchampion.com Leader @ Mumbai User Group@rakeshistom @automationchamp

Use Case: Auto-Convert Marketing Qualified LeadsBusiness Requirements: Need ability to auto convert marketing-qualified leads when the rating is HotStandard out of the box options:Manual process Other options:Option 1: Write Apex TriggerOption 2: Use Batch Apex

The Solution: Process Builder w/ Help of ApexIngredients:Create an invocable Apex class AutoConvertLeadsProcess Builder on the Lead object when record is created or edited where Rating is HotImmediate Action: Action Type : Apex Launch the AutoConvertLeads Apex class to auto convert leads

The Demo

One More Thing

bit.ly/showdownvote

Bonus Use Case: Flow as a Survey Tool

Thank Y u