Getting Ready for Ligtning Process Builder
Download as PPTX, PDF2 likes652 views
The document outlines a presentation on Lightning Process Builder, highlighting its features such as a user-friendly interface, new actions beyond traditional workflows, and flexibility for business processes. It provides steps for preparing for the new tool, including evaluating existing workflows, reviewing Apex code, and engaging with stakeholders. The presentation aims to inform and guide users in adopting Lightning Process Builder effectively.
Getting Ready for Ligtning Process Builder
- 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 isn’t 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 aren’t 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
- 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.
- 20. Questions
- 21. Keep In Touch e: fred.cadena@cloudsherpas.com t: @fredcadena w: fredcadena.com