1. Getting Ready for Lightning Process Builder Cloud Saturday
January 24, 2015 Fred E. Cadena @fredcadena Manager/Solutions
Architect
2. About Me
3. About You
4. Agenda 1 What is Salesforce.com? 2 3 4 1 5 What isnt
Lighting Process Builder? Demo Automating Opportunity Get Ready
What is Lighting Process Builder?
5. What is Process Builder? Simple Design with point and click
Clicks, Not Code Powerful Five new actions not available in
workflows Flexible Build automated processes that better match how
your business works Visual View your process in an intuitive
interface
6. Process Builder = Workflow 2.0 Workflow Rules Email Tasks
Field Update Outbound Messages Process Actions Create a record
Update fields on any related record (not just the record or its
parent) Launch a trigger-ready flow (as an immediate or a scheduled
action) Send an email Post to Chatter Submit for approval Outbound
Message Multiple Rules in one Process Visual Interface
7. Process Builder Replacement for Visual Workflows
8. Process Builder Replacement for Visual Workflows
9. Process Builder Ignore Shared and APEX Limits
10. Process Builder Ignore Shared and APEX Limits Each Create a
Record action uses one Data Manipulation Language (DML) statement.
Each Quick Action action uses one DML statement. Each Update
Records action uses one SOQL query and one DML statement. Each
Launch a Flow action can use multiple SOQL queries and DML
statements, depending on the elements that the flow executes.
11. Demo
12. Getting Ready
13. February 6th: The second release weekend
14. Step 1: Sign up for the Beta Do it today In fact do it
right now Open a ticket with support Sandbox OR Developer Org Play
https://help.salesforce.com/servlet/servlet.FileDownload?file=015300000035wMDAAY
15. Step 2: Evaluate your Workflows Document your existing
workflows Diagram how they might work in Process Builder Make sure
that your processes arent set up to create recursive loops. If you
create processes to replace any workflow rules, make sure you
delete those workflow rules when you activate the equivalent
processes
16. Step 3: Evaluate your APEX Code CLICKS > CODE Review
code documentation to determine what can be retired Develop a plan
to migrate away from APEX when possible
17. Step 4: Champion with Key Stakeholders Pull out your
roadmap Meet with stakeholders, power users, and other leaders Do
Awesome Stuff
18. About Cloud Sherpas
19. TECHNOLOGY PROVIDERS SOLUTION PROVIDERS PLATINUM CLOUD
ALLIANCE PARTNER United States, United Kingdom & Australia
Google Enterprise 2011 & 2012 Global Partner of the Year Master
Services Partner STRATEGIC PARTNERS A Cloud Services Brokerage We
act as an intermediary between leading cloud providers and
businesses, to aggregate, integrate and customize cloud
services.