equip your #awesomeadmin toolkit with process automation tools
TRANSCRIPT
Equip Your #AwesomeAdmin
ToolkitWith Process Automation Tools
@jenwlee
Jennifer W. Lee Salesforce MVP
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Jennifer W. LeeSalesforce Business Consultant, John Hancock Salesforce MVP Blogger: Jenwlee.wordpress.com 1X Dreamforce 16 presenter Trailhead Addict – 191 Badges! Boston World Tour #AwesomeAdmin Award
Recipient Co-host of Automation Hour Social Media Manager for WiT Diversity Twitter: @jenwlee
Automation Hour
Co-Hosts: Rakesh Gupta, Jennifer Lee & David Litton
Date/Time: every other Friday, 3-4pm ET12/16/16 Guest Presenter, Meighan Brodkey (http://bit.ly/MBrodkey1216)Catch our previous recordings: http://bit.ly/AutomationHourVideosSuccess Community: Salesforce Automation Hour
Meet Process Builder
Point-and-click tool to easily automate business processes using a convenient graphical representation of your process as you build it.
Process Builder consists of:Criteria that determine when to execute action groupsImmediate and scheduled actions to execute when those criteria are met
Any change that causes a record to match the criteria automatically triggers the action group
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Process Builder’s Graphical UI
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What Can Process Builder Do?
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Sampling of Process Builder Use Cases
Inventory ManagementOrder Management
Commission ManagementDiscount Approvals
Employee OnboardingReference Program Management
Lead Management & RoutingQuote Management
Big Deal ManagementAccount Ownership Change
ManagementCase Management and Escalation
Campaign Management
When an opportunity’s stage is updated to closed won
Update the Opportunity closed date to today’s dateUpdate the Last Opportunity Closed Won field on the AccountSubmit the Opportunity to FinancePost to the Sales News Chatter Group
Use Case #1: Update an Opportunity
For a child case, Specify that the case has a parent
When a parent case is closed,
Close all its child cases
Use Case #2: Update Cases
Process BuilderShow & Tell
What is Visual Workflow?
Automate business processes by building flows and distributing them to the right usersRequire user interaction or run in the background on their ownPerform actions across multiple objectsFlow is Process Builder’s bigger brotherUnlike process builder and workflow rules, flow can delete records
Allow a user to assign a case to him/herself in one click.
When a user clicks on the Assign Case to Me button, the case will be assigned to the current user
Use Case #3: Assign a Case to Me
Allow a user to create a case comment on the case detail record
Use Case #4: Create a Case Comment
Visual WorkflowShow & Tell
Resources
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Process Builder/Visual Workflow ResourcesHere are some resources to help you get started on process builder and visual workflow:Trailhead Process Automation ModuleSalesforce Success Communities:• Salesforce Process Builder • Salesforce Workflow Automation• Visual Workflow Discussions• Salesforce Automation Hour
Salesforce MVP Jennifer Lee’s blog: jenwlee.wordpress.comSalesforce MVP Rakesh Gupta’s blog: AutomationChampion.com
David Litton’s blog: salesforcesidekick.com
Questions?
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