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Salesforce Lightning Process Builder IS the next-generation workflow tool

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Providing added flexibility and more power, combining what would have been multiple workflow rules into a SINGLE process. Salesforce Lightning Process Builder is a point and click graphical interface that provides a canvas for administrators to quickly and easily create workflow that used to require complex Apex coding. It has opened the door for administrators to design straightforward workflow that can create and/or update related records, including child records.

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Salesforce Lightning Process Builder IS the next-generation workflow tool

  1. 1. — Onboarding Consultant- Remedyforce February 2016 Poppi Turlich Creating Salesforce Lightning workflows with Process Builder Remedyforce Help Desk/Service Management
  2. 2. — 01 History and Overview
  3. 3. What is Salesforce Lightning Process Builder?  A point and click graphical canvas interface  Builds Processes/Workflow with Clicks instead of Code  Allows for consolidation of multiple workflows into one Process  Provides for multiple potential outcomes with a TRUE/FALSE tree structure
  4. 4. What does Salesforce Lightning Process Builder give you?  Point and Click automation  Easier workflow management  More Power  Greater Flexibility
  5. 5. What actions can Process Builder do?  Create a record  Update any related record  Use a quick action to create a record, update a record, or log a call  Launch a flow  Send an email  Post to Chatter  Submit for approval
  6. 6. — 02 Compare and Contrast
  7. 7. So Many Choices? Which to chose?
  8. 8. Workflow Rules  Allows you to automate standard internal procedures and processes  Is based on an object, has 1 set of criteria that evaluate to TRUE (executing actions) or FALSE (not executing actions) and actions that get executed  Can send email alerts, make field updates, create Salesforce tasks and/or automate outbound messaging
  9. 9. Approval Processes  Specify and automate the steps and sequence that is required to approve a record  Allow for specific criteria to be met before a record can be submitted for approval  Identify specific approver(s)  Can have multiple steps and different actions
  10. 10. Process Builder • A GIU workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it • Extends the capabilities of classic workflow • Still has some limitations
  11. 11. Visual Workflow  Automates business processes by building “Flows”, as commonly abbreviated, and distributing them to the right users or systems.  Guides users through screens that collect and display information, create and update records, and execute logic based on user input.  Built using Flow Designer, another drag-and-drop user interface, used to create, manage and maintain the flows
  12. 12. Apex  Java-like, object-oriented program language that allows developers to execute flow and transaction control statements  Allow developers to add complex business logic to most system events, including button clicks, related record updates, and Visualforce pages.  Requires knowledge of how to write in Apex.
  13. 13. — 03 Process Builder in Application
  14. 14. Process Builder Basic Steps 1. Define the Process Properties 2. Define the Object that triggers the Process 3. Define Criteria 4. Define Actions and Scheduled Actions
  15. 15. Getting to Process Builder
  16. 16. Naming your Process
  17. 17. The Canvas
  18. 18. Which records should be evaluated?
  19. 19. Define your criteria
  20. 20. Define your actions
  21. 21. Scheduled Actions
  22. 22. Where are pending Scheduled Actions? You can see scheduled actions that are waiting to occur in Setup under: Build > Create > Workflows and Approvals > Flows  The scheduled actions are under “Paused and Waiting Interviews”
  23. 23. Activating your Change
  24. 24. Version Control  You can only have 1 active version of a process  An active version of a process cannot be edited  To edit the cloned version.
  25. 25. Troubleshooting Processes  User errors  Error emailed to Administrator  Apex Debug Logs The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID 30100000000XXXX. Contact your administrator for help.
  26. 26. Applications in Remedyforce  Auto submitting a Change Request for approval, based off of Change Type or other Criteria.  Updating related Tasks, when an Incident is updated.  Sending Email using different templates based off of which Account the User belongs to  Updating a Client’s phone number when it is updated on the Incident form.  Notifying a user that a Change Assessment hasn’t been completed when they submit a Change Request for approval.  Appending to a work log field with information entered as Note Actions.  Updating a summary count field with the number of Configuration Items linked to an Incident.
  27. 27. — 03 Conclusion
  28. 28. What did we learn about Process Builder?  Sleeker, Simpler User Interface  Added functionality  Can handle more complex processes than traditional workflow  Still new and has limitations
  29. 29. — Bring IT to Life.™ Thank You