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