Streamline Workflows Using Salesforce Process builder
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The document discusses the capabilities and implementation of Salesforce Process Builder, designed to streamline workflows by combining multiple processes into a single setup. It highlights features such as user-friendly design, action groups, and limitations like recursive loops and governor limits. The content also references resources for further understanding and troubleshooting of the Process Builder.
Streamline Workflows Using Salesforce Process builder
- 1. Streamline workflows using Salesforce Process builder
- 2. SALESFORCE FOOTPRINT 10,000+ hours Presented at Dreamforce 2014 20+ completed projects 10+ certified developers
- 3. Deepak K Anand Software Developer @deepak_kanand OUR SPEAKER
- 4. Follow Us #suyatiwebinar @suyatitech +Suyati The Suyati suyati-technologies-private-limited Suyati Technologies
- 5. 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
- 6. What are Processes New Workflow Tool Automate your Business Processes thro’ Clicks Powerful & User Friendly Visual Representation Power of Code Thro’ Clicks
- 7. 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
- 8. Where to Use Create a Record Update Fields on any Related Record Launch Flows Send an Email Post to Chatter
- 9. 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
- 11. 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
- 12. 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
- 13. Creating Processes They are called Action Groups in Process Builder Add up to 10 Immediate Actions Lot Many Actions to Choose From
- 14. Creating Processes Same set of Actions as available for Immediate Actions Add up to 10 Scheduled Actions There are Limits to Keep in Mind
- 16. Solving Traditional Use Cases
- 17. Solving Traditional Use Cases
- 18. Solving Traditional Use Cases
- 19. Solving Traditional Use Cases
- 20. 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
- 21. 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
- 22. 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
- 23. 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
- 24. 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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