Streamline workflows using Salesforce Process builder

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1 What are Processes

2 Where to Use / Why to Use

3 Deep dive into Process Builder

4 Creating Processes

5 Some Traditional Use Cases

6 Limits / Considerations

What are Processes

New Workflow Tool

Automate your Business Processes thro’ Clicks

Powerful & User Friendly Visual Representation

Power of Code Thro’

Clicks

Why to Use

Combine Multiple Workflows to a Single Process

Puts an end to using Apex for simple Tasks

Easier to maintain

Comes with a Powerful User Friendly Designer

Where to Use

Create a Record

Update Fields on any Related Record

Launch Flows

Send an Email

Post to Chatter

Introducing Process Builder

Built with Lightning Components

Only on the and above

Main Parts – Button Bar and Canvas

Setup

1

Workflows &

Approvals

2

Process Builder

3

Creating Processes

Common Properties: Name and Description

Hit Add Object to Specify the Name of the Object

Finally when you need it to start: created or created and edited

Creating Processes

Most Important Step with different options to Configure

New Options as opposed to Workflow Rules

Most anticipated feature: Filter Logic for Conditions Stick with Operators

instead of Formulas

Creating Processes

They are called Action Groups in Process Builder

Add up to 10 Immediate Actions

Lot Many Actions to Choose From

Creating Processes

Same set of Actions as available for Immediate Actions

Add up to 10 Scheduled Actions

There are Limits to Keep in Mind

Creating Processes

Solving Traditional Use Cases

Solving Traditional Use Cases

Solving Traditional Use Cases

Solving Traditional Use Cases

Limits & Considerations

Look out for Recursive Loops

Delete replaced Workflows / Triggers

Picklist fields are evaluated as Text

Processes don’t follow Ownership Transfers

Actions execute in the order they are added

Limits & Considerations

After Activation, No Edits!

Errors / Warnings might refer to a Flow; But it’s actually the Process

Max. 50 Versions but 1 Active

Errors occur if that ID value isn’t set.

To Delete a Process – De-activate and wait for 12 Hrs

Limits & Considerations

Scheduled Actions continue after De-activations

Actions for the past are executed within an Hour

Schedules cannot be based on Dynamic Dates / Cross-object Formula

Schedule = NOW = User’s Time zone Schedule = Date Field = Org Time zone

Limits & Considerations

All Governor Limits Apply

Process up to 1000 groups of Scheduled Actions / hour

Update Records = 1 SOQL + 1 DML

Create Record = 1 DML

Processes don’t trigger Validation Rules

Email Alerts follows Organization’s Limits

References

1. Lightning Process Builder Overview

2. Understanding the Process Builder User Interface

3. Process Limits and Considerations

4. Creating Processes

5. Managing Processes

6. Troubleshooting Your Processes

http://j.mp/sfdcprocess

http://j.mp/sfdcpb-ui

http://j.mp/sfdcpb-limits

http://j.mp/sfdcpb-create

http://j.mp/sfdcpb-manage

http://j.mp/sfdcpb-tshoot

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