1. A Politically incorrect Christmas Carol
Process Builder
A Politically incorrect Christmas Carol

2. Christmas Past (40 of them)
Joe Armitage, MBA Information Assurance
Certified Salesforce Developer
Microsoft Certified Trainer (MCT)
Microsoft Certified Systems Engineer (MCSE)
Microsoft Certified Professional (MCP)
Co-Author Visual Basic 4 Expert Solutions
C Sharp Coder
OWG
OLD WHITE GUY

3. Gateshead’s Logo Soup

4. Christmas Present
Process Builder

5. Lightning Process Builder Overview
Many of the tasks you normally assign, the s you regularly send, and other record updates are vital parts of your organization's standard processes. Instead of doing this repetitive work manually, you can configure processes to do it automatically. Available in: both Salesforce Classic and Lightning Experience Available in: Enterprise, Performance, Unlimited, and Developer Editions

6. Lightning Process Builder Overview
The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.
The Process Builder’s simple and powerful design allows you to:
Create your processes using a convenient layout with point-and-click efficiency.
Create your whole process in one place rather than using multiple workflow rules.
Create processes by collaborating with different teams in your business.
Stop using Apex code to automate simple tasks.
Automated processes in the Process Builder are based on records and consist of Criteria that determine when to execute action groups.
Immediate and scheduled actions to execute when those criteria are met.
Any change that causes a record to match the criteria can automatically trigger the action group.

7. Process Builder
You can use the more powerful and flexible Process Builder to perform the same actions as workflow.
The process builder doesn’t support outbound messages, but you can easily create one yourself with Apex.
With the Process Builder, you can:
Create a record with just clicks not code
Update any related record —not just the record or its parent
Use a quick action to create a record, update a record, or log a call
Launch a flow—you can’t schedule this action with workflow
Send an
Post to Chatter
Submit records for approval automatically
If you need your process to do more than what those actions allow, don’t worry. You can also call Apex from a process. (Web Services)

17. Did you save the receipt ?
What do Admins / Users love about declarative code ?
What do developers hate about declarative code ?

18. How Can I Identify the Sales Processes to Automate?
Key business challenges?
Biggest operational pain points?
Manual steps in a Sales Process?
Most expensive processes (time and resources)?
Processes occurring more than once over time?
Approvers need to approve/react to your app’s changes?
Need to drive consistency in a Sales Process?
Challenged to get more done with the same resources?

19. Salesforce Has 4 Automation Tools

20. Christmas to come ?

21. Thank You
Joe Armitage