Post on 28-Jan-2018
transcript
Salesforce Reporting and Automation Basics
6/13/2017
Garrett Farwell
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Garrett FarwellSenior Application Instructor, Salesforce
10 years Salesforce administration experience including system administration, consulting, and training
Three years instruction experience focusing on the Administrator, Developer, Reporting, and End User roles as well as other Salesforce University Courses
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Agenda
Lightning Process Builder
Demo
Reporting
Demo
Q & A
Lightning Process
Builder
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Lightning Process Builder
Lightning Process Builder lets you automate business processes using a visual interface.
A process can have multiple criteria nodes.
If a criteria node evaluates to true, the process branches to run the immediate actions, scheduled actions, and stops.
A process can continue after a branch by choosing the Evaluate the Next Criteria option instead of Stop.
Process versioning allows for easy tracking and maintenance.
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Lightning Process Builder
Send an email reminder to the account team if a high-value opportunity is still open ten days before the specified close date.
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 an opportunity 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 Won.
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Lightning Process Builder
Action 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 ChatterPost to the feed of a user, a Chatter group, or the record that started the
process.
Use a quick actionUse 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 flowTrigger an auto-launched flow to automate complex business
processes.
Call Apex Call an Apex method to add customized functionality.
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Lightning Process Builder
General
Processes can be launched from changes on the record or when invoked by another process.
Call Apex code to communicate with outside systems
Easily reorder criteria in your process with drag and drop.
Reuse names when creating a new process version.
Scheduled Actions
A process can have multiple scheduled actions per criteria node.
Scheduled actions cannot be used in processes that evaluate every time a record is created or edited.
Scheduled actions cannot be used when using the Evaluate Next Criteria option.
Admins receive an email alert if a user who starts a process becomes inactive and scheduled actions fail.
To find pending process builder scheduled actions, navigate to Setup | Create | Workflows & Approvals | Flows and then Paused and Waiting Interviews.
Lightning Process
Builder Demo
Reporting
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Reporting
Reports are lists or summaries that allow you to aggregate and analyze your
data in different ways.
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Reporting: Report Formats
There are three types of report formats in Lightning Experience. Joined reports are only available in Salesforce Classic.
Tabular Report Summary Report Matrix Report
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Reporting: Tabular Report
Tabular reports provide simple
listings of your data with grand
totals.
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Reporting: Summary Report
Summary reports provide listings of data plus grouping, sorting and subtotaling.
Summary rows display
grouping information and
summarized values.
Sort groupings by
any summary
value.
Click column headers to
sort records within a
grouping.
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Reporting: Matrix Report
Matrix reports summarize data in a grid with horizontal and vertical groupings that provide totals for both rows and columns.
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Reporting: Building a Report
• What object and related objects do you want to report on?1. Object(s)
• Whose records do you want to see and for what time frame?2. Scope
• What fields do you want to see?3. Columns
• Do you want records displayed in a list (tabular), grouped (summary), in a grid (matrix), or in blocks (joined)?
4. Format
• Which field(s) do you want to group by? 5. Grouping
• Which numerical field(s) do you want to display as group subtotals and as grand totals?
6. Summaries
• What additional filters do you want (to limit the records you see)?7. Filters
• Do you want to display summarized data with highlights or as charts?
8. Highlights/Charts
Reporting Demo
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Next Steps
Deepen your reporting capabilities:
What’s Possible: Salesforce Fundamentals
Register now
AND
Expand your skills with Administrator training:
Administration Essentials for New Admins
Register now
For more information contact us at:www.globalknowledge.com | 1-800-COURSES
contact@globalknowledge.com