1. 1. Getting Ready for Lightning Process Builder Cloud Saturday January 24, 2015 Fred E. Cadena @fredcadena Manager/Solutions Architect
2. 2. About Me
3. 3. About You
4. 4. Agenda 1 What is Salesforce.com? 2 3 4 1 5 What isnt Lighting Process Builder? Demo Automating Opportunity Get Ready What is Lighting Process Builder?
5. 5. What is Process Builder? Simple Design with point and click Clicks, Not Code Powerful Five new actions not available in workflows Flexible Build automated processes that better match how your business works Visual View your process in an intuitive interface
6. 6. Process Builder = Workflow 2.0 Workflow Rules Email Tasks Field Update Outbound Messages Process Actions Create a record Update fields on any related record (not just the record or its parent) Launch a trigger-ready flow (as an immediate or a scheduled action) Send an email Post to Chatter Submit for approval Outbound Message Multiple Rules in one Process Visual Interface
7. 7. Process Builder Replacement for Visual Workflows
8. 8. Process Builder Replacement for Visual Workflows
9. 9. Process Builder Ignore Shared and APEX Limits
10. 10. Process Builder Ignore Shared and APEX Limits Each Create a Record action uses one Data Manipulation Language (DML) statement. Each Quick Action action uses one DML statement. Each Update Records action uses one SOQL query and one DML statement. Each Launch a Flow action can use multiple SOQL queries and DML statements, depending on the elements that the flow executes.
11. 11. Demo
12. 12. Getting Ready
13. 13. February 6th: The second release weekend
14. 14. Step 1: Sign up for the Beta Do it today In fact do it right now Open a ticket with support Sandbox OR Developer Org Play https://help.salesforce.com/servlet/servlet.FileDownload?file=015300000035wMDAAY
15. 15. Step 2: Evaluate your Workflows Document your existing workflows Diagram how they might work in Process Builder Make sure that your processes arent set up to create recursive loops. If you create processes to replace any workflow rules, make sure you delete those workflow rules when you activate the equivalent processes
16. 16. Step 3: Evaluate your APEX Code CLICKS > CODE Review code documentation to determine what can be retired Develop a plan to migrate away from APEX when possible
17. 17. Step 4: Champion with Key Stakeholders Pull out your roadmap Meet with stakeholders, power users, and other leaders Do Awesome Stuff
18. 18. About Cloud Sherpas
19. 19. TECHNOLOGY PROVIDERS SOLUTION PROVIDERS PLATINUM CLOUD ALLIANCE PARTNER United States, United Kingdom & Australia Google Enterprise 2011 & 2012 Global Partner of the Year Master Services Partner STRATEGIC PARTNERS A Cloud Services Brokerage We act as an intermediary between leading cloud providers and businesses, to aggregate, integrate and customize cloud services.
20. 20. Questions
21. 21. Keep In Touch e: fred.cadena@cloudsherpas.com t: @fredcadena w: fredcadena.com