process builder salesforce university...lightning process builder lightning process builder lets you...
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Process Builder
Salesforce University
Leah McGowen-Hare, MSEd
Master Technical Instructor, Salesforce.com
@LeahBMH
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Safe Harbor Statement
Agenda
What is Lightning Process Builder
Capabilities of Lightning Process Builder
Use case for Lightning Process Builders
Supported Actions of Lightning Process Builder
Consideration for Lightning Process Builder
Demo
Q&A
Lightning Process BuilderNext Generation Workflow
Multiple “Rules” in 1 process
More Flexibility
Graphical Interface
Workflow
Rules
New Actions
Lightning Process Builder
Lightning Process Builder lets you
automate business processes
using a visual interface.
Processes allow you to execute
actions when certain conditions
are met.
You can add multiple groups of
criteria and associate actions
with each criterion.
You can create immediate and
scheduled actions.
You can use versioning to easily
track and maintain processes.
Setup | Create | Workflow & Approvals | Processes
Use Cases for Lightning Processes
Send an email reminder to the
recruiting team if a candidate
has not replied within ten days
of sending an offer letter.
Update all the mailing
addresses on all child contacts
when a billing address is
changed on
an account.
Create records and
notifications based on stages
of a position and schedule
follow-up tasks that execute
based on changes to records.
Create an order record with
the data in the opportunity and
associated account when the
opportunity stage changes to
closed and won.
Actions Supported in Lightning Processes
Actions Description
Create a record Create a new record.
Update records Update fields on records or any related records.
Send an email Send an email using an email alert.
Post to Chatter Post to the feed of a user, a Chatter group, or the record
that started the process.
Use a quick action Use an object-specific or global action to create a record,
update a record, or log a call.
Submit for approval Submit a record for approval without requiring users to
submit manually.
Launch a flow Trigger an autolaunched flow to automate complex
business processes.
Call Apex Call an Apex method to add customized functionality.
Workflow rules support a subset of these actions: create a task,
update a field on a record or parent record, and send an email.
Scheduled Actions
Only one scheduled action group is
supported for each criteria node.
Scheduled actions cannot be used in
processes that evaluate every time a
record is created or edited.
The Paused and Waiting Interviews
list (Setup | Create | Workflows &
Approvals | Flows) displays all
pending scheduled actions.
If the user who caused the process to
start is inactive when Salesforce tries
to execute scheduled actions, those
actions fail to execute.
Considerations for Lightning Processes
General
Processes do not support
outbound messages, but the
Call Apex action can be used
to provide similar functionality.
Actions are executed in the
order in which they appear in
the process.
Criteria nodes and actions
cannot be reused or reordered
in a process.
Search for: Process Limits
and Considerations
Create a Process
Scenario:
A company policy states that hiring managers must always take
part in the interview process. The company wants a new
interviewer record to be created automatically for the hiring
manager whenever a new position is created.
Goal:
Build a process to create a new interviewer record for the hiring
manager of a position.
Tasks:
1. Create a process with an immediate action.
2. Test the process.
Demo
Training & CertificationResources
Training Webpage:
http://www.netcomlearning.com/products/260/Salesforce-
Authorized-Courses-training.html
Certification Webpage:
certification.salesforce.com
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@SalesforceU
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