Process BuilderYour Salesforce Swiss Army Knife

Shelly ErcegDirector Product Managementserceg@salesforce.com@shelly_sfdc World Tour Chicago ‘16

Admin Zone

Process Builder: Automation SimplifiedGuided Point & ClickBuilt for Admins – but developers love it

Picture the ProcessShared canvas for Business and IT collaboration

Power & FlexibilityMultiple If/Then statements, powerful actions, cross-object updates

Add powerful actions with a single click

What can I automate?

Opty Mgt: Winning a Deal• Opportunity stage changes to "Closed Won”• Create an Order record with the data contained in the Opportunity and the associated Account• Post Chatter Message to Sales Manager

Auto Submit Approvals• Ensure adherence to your business process• Users often forget to hit submit

Update all the Contacts on an Account• A Billing address is changed on an Account• Update all the Mailing addresses on all the child Contacts

Demo

Resources: Getting started with Process Builder

Official: Salesforce Workflow Automation Topic #ProcessBuilder

http://bit.ly/process_builder_trailhead

http://bit.ly/AutomationSuccessGroup

Questions ?

Upcoming Chicago Community Events Presented by Salesforce Community Leaders

Midwest Dreamin’July 21st & 22nd at Navy Pier

Call for Presenters is OPEN! Closes 4/1/16Sponsorship Opportunities Available, spaces are

limited! To learn more go to: MidwestDreamin.com or

@Midwest_Dreamin

Trailhead on the RoadMay 7 – 9 am to 2 pm

Illinois Technology Association 20 N. Upper Wacker Dr. #1200

Registration Opens SOON! Free to attend, space is limited

thank y u