Salesforce Lightning Process builder

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Transcript of Salesforce Lightning Process builder

  • SALESFORCE LIGHTNING

    PROCESS BUILDER

  • Overview of Lightning Process Builder

    Capabilities

    Workflow vs Process Builder

    Process Builder Interface

    How to create a Process using Lightning Process Builder

    Considerations for Process Design & Deployment

    Limitations

    Conclusion

    TABLE OF CONTENTS

  • Point and Click Tool

    for Automating

    Business Processes.

    .

    Consolidates multiple

    workflows into a single

    process for easier

    workflow management.

    Creates shared

    Canvas for IT &

    Business to

    Collaborate.

    Allows to stop

    using apex code for

    automating simple

    tasks.

    Provides more

    flexibility within the

    criteria stage .

    Allows to add layers

    to criteria.

    OVERVIEW

  • Create New

    Records

    Submit for

    Approval

    Supports

    Time-Based

    Interactions

    Send Email Alert

    Launch A Flow

    Call Apex Code Use A Quick

    Action

    Update Related

    Records

    Post to Chatter

    CAPABILITIES

  • Process Builder Workflow

    Complexity Multiple if/then statements A single if/then statement

    Visual designer Yes No

    Browser support All (Chrome recommended) All

    Starts when Record is changed Record is changed

    Supports time-based actions Yes Yes

    Update fields Any related record The record or its parent

    Call Apex code Yes No

    Create records Yes Tasks only

    Delete records No No

    Launch a flow Yes Yes (Pilot Feature)

    Post to Chatter Yes No

    Send email Yes (Email Alert Only) Yes (Email Alert Only)

    Send outbound messages without code No Yes

    Submit for approval Yes No

    PROCESS BUILDER v/s WORKFLOW

  • PROCESS BUILDER INTERFACE

  • HOW TO CREATE A PROCESS ??

  • STEP 1 NAME YOUR PROCESS

    Name the process , Enter the description and save.

  • STEP 2 SELECT OBJECT & CRITERIA

    Select Object

    Select and Add Object to associat process with an object and specify when

    to start the process.

    Advanced Option :

    Recursion - If we select the Advanced option as Recursion this process

    can evaluate the same record up to five times in a single transaction. It

    might re-evaluate the record because a process, workflow rule, or flow

    updated the record in the same transaction.

    Select Criteria

    The criteria is selected and defined and it must hold true before the process

    executes the associated actions.

    Advanced Option : Actions executed only when specified changes are

    made to the record .

  • STEP 3 SELECT IMMEDIATE ACTIONS

    These actions get executed when the criteria's are met .

    Available immediate action types Include :

    Auto creation of a child record whenever parent record gets created

    Multiple fields updated in one action.

    Email easily sent from a process

    using Send an email action.

    Creation of a record , available for other

    objects not just tasks !!

    Call Apex - Enables to do many things

    with power of Apex)

    Creates Autolaunched flows to perform

    logic and have events trigger the flows

    via processes.

    Helps submit approval of a record

    ,automatically based on criteria.

    Allows to push a chatter update into a

    group or feed

    Creates records, update records and log calls directly in the feed.

    Invokes object-related or global action.

  • STEP 4 SCHEDULED ACTIONS

    We can add Scheduled actions to the

    processes .

    A schedule lets the process know how long it must

    wait to execute the associated actions.

    Action Type can be selected and defined for

    scheduled actions in a similar way as Immediate

    Actions .

    Advanced Options : Action Execution when

    specified changes are made to the record.

  • CONSIDERATIONS

    Process Design :

    Use 18 Digit Id in Process Builder while referencing to Record Types.

    Select appropriate value while updating Lookup Fields.

    Design the process before hand to manage the order of execution.

    Use Debug Log to troubleshoot process builder errors.

    Create the process builder in Sandbox to test and then deploy the

    process in Production.

    Re-Order the Criteria nodes as per your requirement.

    Deploying Flows with Change Set

    Select "Flow Definition in the Component drop down when

    adding components.

    Manually add referenced components to the change set

    like.

    Activate the flow manually after deployment.

    Deploying Flows with Packages

    Understand the limitations and behaviours of packages that contain

    flows.

    To deploy the package successfully, manually add referenced components

    to the package.

    CONSIDERATIONS FOR PROCESS DESIGN AND DELOYMENT

  • Each process

    is associated with

    a single object.

    Process name must be 255

    characters or

    Fewer.

    API name must

    be 77 characters

    or fewer.

    Processes that

    update owners

    dont also transfer associated items.

    Order of the

    criteria nodes

    & Actions cannot

    be changed.

    Processes

    should not be

    set upto create

    infinite loops,

    to avoid hourly

    limits

    Email alerts

    follow

    Organizations limits.

    LIMITATIONS

  • ZEN4ORCE SERVICE OFFERINGS

    jQuery

    SALESFORCE CUSTOMIZATION

    SALESFORCE AUTOMATION

    ADVISORY SERVICES

    INTEGRATED SOLUTIONS

    Lightning

    Bootstrap

    Visualforce

    Appexchange Communities

    Service

    Cloud

    Sales Cloud

    GitHub

    Apex Web

    Services

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  • CONCLUSION

    To sum up, Process Builder is an extremely important feature of Salesforce. It provides numerous advantages and can be utilized to automate all workflow actions .

    Process Builder gives the ability to do things that workflow cant.

    No need to touch any APEX code to automate simple tasks !!

    References :

    https://trailhead.salesforce.com/en/business_process_automation/process_builder

    https://developer.salesforce.com/page/Lightning_Process_Builder

    https://trailhead.salesforce.com/en/business_process_automation/process_builderhttps://trailhead.salesforce.com/en/business_process_automation/process_builderhttps://trailhead.salesforce.com/en/business_process_automation/process_builderhttps://trailhead.salesforce.com/en/business_process_automation/process_builderhttps://trailhead.salesforce.com/en/business_process_automation/process_builderhttps://trailhead.salesforce.com/en/business_process_automation/process_builderhttps://trailhead.salesforce.com/en/business_process_automation/process_builderhttps://developer.salesforce.com/page/Lightning_Process_Builderhttps://developer.salesforce.com/page/Lightning_Process_Builderhttps://developer.salesforce.com/page/Lightning_Process_Builderhttps://developer.salesforce.com/page/Lightning_Process_Builderhttps://developer.salesforce.com/page/Lightning_Process_Builderhttps://developer.salesforce.com/page/Lightning_Process_Builderhttps://developer.salesforce.com/page/Lightning_Process_Builder

  • Get in Touch with us :

    +16124545031

    sales@zen4orce.com

    www.zen4orce.com

    THANK YOU !!

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