Automate Processes Visually with the Lightning Process Builder
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The document provides an overview and demo of the Lightning Process Builder tool in Salesforce. It discusses how Process Builder allows users to create automated business processes with a graphical interface and multiple rules in one process. The demo shows how to build processes visually without programming. The document also covers hot topics, limitations, and the product roadmap, with a focus on continued improvements to formulas and new features.
Automate Processes Visually with the Lightning Process Builder
- 1. Lightning Process Builder April 2, 2015 | Everywhere
- 2. Agenda • Lightning Process Builder Overview • Demo • Hot Topics • Roadmap: near & far • Q&A
- 3. ▪ Don’t wait until the end to ask your question! – Questions will be queued and answered at the end. ▪ Respect Q&A etiquette – Please don’t repeat questions. ▪ Stick around for live Q&A – Speakers will tackle your questions at the end. ▪ Post to Success Community – Official: Salesforce Workflow Automation – Topic #ProcessBuilder http://bit.ly/AutomationSuccessGroup Have Questions?
- 4. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter ended July 31, 2011. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 5. LeeAnne Templeman Developer Evangelist @leeanndroid Shelly Erceg Director, Product Management @shelly_sfdc
- 6. Q&A ▪ Post to group Official: Salesforce Workflow Automation – http://bit.ly/AutomationSuccessGroup – Topic #ProcessBuilder
- 7. Next Generation Workflow Process Builder Multiple “Rules” in 1 process More Flexibility Graphical Interface Workflow Rules New Actions
- 8. • Built for all Admins - from beginners to advanced • Easy edit lets users respond quickly to business changes • Creates a shared canvas for IT and the Business to collaborate Add powerful actions with a single click Process without Programming
- 9. Quick Process Builder FAQs ▪ GA in Spring ’15 ▪ DE, EE and up. Not Available as a PE add-on ▪ Supports all latest stable browser versions ▪ Processes are Flows “under the hood” – They surface as Flows in Changesets, Packaging & Error Messages ▪ Workflow Rules remain available
- 10. Lightning Process Builder Demo
- 11. This is how we do it...
- 12. Hot Topics (& a little guidance) Which tool do I use? http://bit.ly/which_tool Workflow Rules Approvals Process Builder Flow
- 13. Hot Topics (a little more guidance) Bulk Use Cases & Platform Limits ▪ Platform limits apply ▪ PB not yet optimize for bulk cases http://bit.ly/process_limits Formulas ▪ Ongoing improvements ▪ Coming soon: ISCHANGED, ISNEW, PRIORVALUE
- 14. 1. Can I create Tasks? 1. Where are my Scheduled Actions? 1. Need Help? Ask the awesome Success Community #processbuilder 4. Found a bug? Log a case Hot Topics (& a little more)
- 15. Trigger Processes on Events Tool Convergenc e **SAFE HARBOR** More Point & Click Power Process Central Dashboard Integrated Approvals Process Automation Roadmap - The Big Picture
- 16. ▪ Formulas! more of them, and in more places… – NEW functions: ISCHANGED, ISNEW, PRIORVALUE – System variables in formulas: $User… ▪ Field Updates with formulas e.g. “TODAY() + 7” ▪ Multi-select picklists in criteria ▪ Delete processes without waiting 12 hours ▪ Filter records for update - no more all or nothing ▪ More details in error messaging What are we working on now?
- 17. Want to learn more? Salesforce Trailhead http://bit.ly/process_builder_trailhead
- 19. FOR INTERNAL USE ONLY