Lightning Process BuilderApril 2, 2015 | Everywhere

Agenda

• Lightning Process Builder Overview

• Demo

• Hot Topics

• Roadmap: near & far

• Q&A

▪ Don’t wait until the end to ask your question!

– Questions will be queued and answered at the end.

▪ Respect Q&A etiquette

– Please don’t repeat questions.

▪ Stick around for live Q&A

– Speakers will tackle your questions at the end.

▪ Post to Success Community

– Official: Salesforce Workflow Automation

– Topic #ProcessBuilder

http://bit.ly/AutomationSuccessGroup

Have Questions?

Safe Harbor

Safe harbor 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 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, 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, risks associated with 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 quarter ended July 31, 2011. This document and

others 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 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.

LeeAnne TemplemanDeveloper Evangelist

@leeanndroid

Shelly ErcegDirector, Product Management

@shelly_sfdc

Q&A

▪ Post to group Official: Salesforce Workflow Automation

– http://bit.ly/AutomationSuccessGroup

– Topic #ProcessBuilder

Next Generation Workflow

Process Builder

Multiple “Rules” in 1 process

More Flexibility

Graphical Interface

Workflow Rules

New Actions

• 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 Programming

Quick 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

▪ Workflow Rules remain available

Lightning Process Builder Demo

This is how we

do it...

Hot Topics (& a little guidance)

Which tool do I use?

http://bit.ly/which_tool

Workflow Rules

Approvals

Process Builder

Flow

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

Formulas

▪ Ongoing improvements

▪ Coming soon: ISCHANGED, ISNEW,

PRIORVALUE

1. Can I create Tasks?

1. Where are my Scheduled Actions?

1. Need Help? Ask the awesome Success

Community #processbuilder

4. Found a bug? Log a case

Hot Topics (& a little more)

Trigger Processes

on Events

Tool

Convergenc

e

**SAFE HARBOR**

More Point &

Click PowerProcess Central

Dashboard

Integrated

Approvals

Process Automation Roadmap - The Big Picture

▪ Formulas! more of them, and in more places…

– NEW functions: ISCHANGED, ISNEW, PRIORVALUE

– System variables in formulas: $User…

▪ Field Updates with formulas e.g. “TODAY() + 7”

▪ Multi-select picklists in criteria

▪ Delete processes without waiting 12 hours

▪ Filter records for update - no more all or nothing

▪ More details in error messaging

What are we working on now?

Want to learn more? Salesforce Trailhead

http://bit.ly/process_builder_trailhead

Thank You! Questions?

FOR INTERNAL USE ONLY