Advantages and Usage

Lightning Process Builder

Lightning Process Builder

• Create your processes using a convenient visual layout with point-and-click efficiency

• Create your whole process in one place rather than using multiple workflow rules

• Create a shared canvas for IT and Business to collaborate .

• Stop using Apex code to automate simple tasks. Add logic using drag & drop tools.

• Build for admins but developers like it too.

Lets Imagine Few Scenarios

Set an Account Owner based on Record Criteria

Populate a lookup field on record update

Post a Chatter message based on record criteria

Submit a Quote for Approval when Opportunity Stage = Proposal

Launch a Flow via record criteria vs. a button or link

Populate a text field with object ID

Assign Ownership to a Custom Object based on criteria

Clone an opportunity and change field values.

Traditionally these scenarios requires a trigger, Process Builder allows administratorcan do this without the use of code.

Agenda1. Advantages and Actions we can do with powerful and flexible Process Builder

2. Usage : To see how this functionalities gives Salesforce admin more power

3. Examples : Discussing business use case and demo to understand how a company runs automated process

Advantages Your Swiss Army Knife

Create a record

Workflow was limited to just field updates, creating tasks and email alerts. With ProcessBuilder we can create a record and set the field values within therecord.

Launch a flow—as an immediate or a scheduled action

Process Builder can be used to set record criteria and then launch a trigger ready flow based on that. Only ‘trigger-ready’ flows can be selected.

Easily Consolidate WorkflowConsolidate multipleworkflow rules that into one process. In effect, what this means is that processes that you could only have done with multiple workflow rules in the past, can now be achieved with only one process..

Post to Chatter

If you are trying to keep your communication within Salesforce, it’s obvious how the Post to Chatter action will benefit you in relation to just a straightforward email alert.

Submit for approval

Traditionally you needed a trigger to automatically push a record into an approval process. With Process Builder you can do this automatically based on the criteria of the Process.

Use a quick action to create a record, update a record, or log a call

A Shortcut to add quick actions like create a record, update a record, or log a call or global actions .

Cross object update

Update any related record—not just the record or its parent .Populate a lookup/cross object field based on certain criteria with process builder (Custom Object looks up to Opportunity looks up to Account, yup you can update the Account based on criteria changes on the custom object)

Call an Apex ClassYou can use process builder to invoke Apex code you have written within Salesforce. Apex code can be anything from custom logic to save a record to complex business processes. Also you can use code for outbound message inside Apex class & call it in process builder.

Advantage over other automation tools

And more:

Simple triggers like populating a lookup field based on certain criteria, can now be automated in process builder without any code required.

Send an email – an email alert can be automated in process builder on certain criteria.

Usage Live demo on salesforce.com website

Business Use CaseDemo with example

Use Case IKate is working as System administrator at Universal Container.

She has received a requirement to post Opportunity details (with Opportunity link) to the related Account Owner’s feed, whenever an Opportunity gets created with an amount greater than $100k.

Use Case IISteven Greene is working as System administrator in Universal Container.

He has received a requirement from the management, whenever a quote is accepted by the customer, then auto update related quotes from the same Opportunity to Denied.

More Use Cases Jenifer is a sales rep and she has a requirement that If a high-value opportunity is

closed and won, create a draft contract and a follow-up task for the account owner.

Rachel Gillett is working as System administrator in Universal Container. They have created a custom object called as Time Sheet, to allow their sales reps to enter the time they spent on a customer site (i.e. Against Account object). The Time Sheet object has a lookup relationship with Account object and Feed tracking is turned off for Time Sheet object. Rachel has received a requirement from the management, when a Sales rep creates a Time Sheet from Account object using quick action, system auto generates a chatter post . They want to auto delete post generated from Quick Action.

George is working as System administrator in Universal Container. He has received a requirement from the management, to auto create/generate a new Opportunity with opportunity line items based on the close date of a existing opportunity.

Process Builder Limitations Editing – Users cannot edit a process once it has been activated. Therefore much like

with flow a new process needs to be created by cloning the initial process and making modifications to that cloned record.

Autosave – Won’t allow a user to cancel out of a process when they have made unwanted changes (Autosave + Undo = Perfection).

Troubleshooting - UI does not allow an Admin to tell who created a Process, when it was created, or the ID for that Process. Also all troubleshooting must be done in the debug log.

Validation – Processes DO NOT trigger Validation rules and can therefore invalidate data.

Deletion – Inactive Processes cannot be deleted for at least 12 hours after inactivation and do not appear in the Recycle Bin.

Process Builder Limitations Order – You can’t change the order of criteria nodes or actions, after you add them

the only way to reorder is to delete them and start over.

Syntax – Picklist fields are evaluated as text fields in process builder so they won’t support any picklist formulas like ISCHANGED or ISNEW. Note – with Spring 15 the formula ISCHANGED is now a function vs. a formula and will work with picklists.

Setting field values - You cannot populate a field with a formula in process builder. You can only manually enter a literal or select another variable (i.e. field). To populate a text field with a formula create a separate formula field and then reference that in your process

Error messages – You cannot specify error messages when creating a process that doesn’t trigger like you can with flow or validation rules.

Formula Help – When utilizing a formula in criteria there is no function help preview next to the Syntax.

ResourcesWant to learn more about which tool to use? Check out this

resource for Choosing The Right Automation Tool. https://www.youtube.com/watch?v=qUTJu-thcgohttps://www.youtube.com/watch?v=ceHAqkx7m0Ihttps://www.youtube.com/watch?v=XgjlPWaElRc

Questions

Thank You