Process Builder is an #AwesomeAdmin’s Swiss Army Knife Jennifer Lee Salesforce Business Consultant Jenwlee.wordpress.com

Jennifer Lee Salesforce Business Consultant John Hancock #AwesomeAdmin Award Recipient Trailhead Addict – All 102 Badges! Social Media Manager for WiT Jenwlee.wordpress.com

Which Automation Tool Do I Use? ​ Start with Process Builder, esp. for business processes that can be simplified into if/then statements. Process Builder includes almost all* the functionality that’s available in workflow rules, and more. ​ A single process can do what it would normally take multiple workflow rules to do. ​ *Use Workflow Rule if you need to send outbound messages without code ​ Use Visual Workflow if the process is too complicated for Process Builder or requires more advanced functionality

What Actions Are Supported? Create a Record Send Alerts Autolaunch Visual Workflow Post to Chatter Quick Actions Submit for Approval Update Records Call Apex Code

Sales Cloud Use Case

​ Business Use Case: ​ When an opportunity is marked closed won, Universal Containers would like to post this to the Sales News chatter group, mark the opportunity's closed date to today’s, update the Last Opportunity Closed Won field on the opportunity’s account record and submit the opportunity to Finance for approval before the transaction is turned into a sale. ​ Solution: Create a custom text field on the Account object to capture the Last Opportunity Closed Won Create a Sales News chatter group Create an opportunity approval process for Finance approval Create a process using process builder

Sales Cloud Process Builder ​ Actions:  Post to Chatter  Update a Record  Update a Related Record  Submit for Approval

Live Demo

Service Cloud Use Case

​ Business Use Case: ​ Customer service reps at Universal Containers may have cases in which there is a parent case and several child cases. If a parent case is closed, all related child cases should also be closed. A chatter post should be added to the parent case indicating its closure. 3 days after the case's close date, assign a follow up task for the case owner to follow up with the customer. Additionally, when a case is updated, update the Last Case Update field on the account. ​ Solution: Create a custom checkbox field on the Case object to capture if a case has children (Child Case) Create a custom date/time field on the Account object to capture the Last Case Update Enable chatter feed on the Cases object Create a process using process builder

Service Cloud Process Builder ​ Process Builder Actions:  Post to Chatter  Update a Record  Update a Related Record  Create a Record Criteria:  If child case, then check child case field on parent case  If parent case is closed, then close child cases and 3 days after case closed date, create task  If case is updated, then update the Last Case Update field on the Account record

Live Demo

Resources

Trailhead: Success Community:  Salesforce Process Builder Salesforce Process Builder  Salesforce Workflow Automation Salesforce Workflow Automation

Questions?

TRIVIA!!! Name 5 actions supported by Process Builder

thank y u