process automation on lightning platform workshop
TRANSCRIPT
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Process Automation Workshop
Mary ScottonPrincipal Developer Evangelist, Salesforce
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Engineers in the house!Feel free to ask them LOTS of questions…
Miguel CanizaresSoftware Engineering PMTS, Salesforce
Jesun DavidAssociate Software Engineer, Salesforce
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Forward-Looking StatementsStatement under the Private Securities Litigation Reform Act of 1995:This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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What are we gonna build?
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• Chapter Leader is responsible for managing Instructors and Teaching Assistants
• Each class needs one Instructor and multiple Teaching Assistants• Instructors are volunteers, so we want to recognize & thank them
Managing Instructors and Teaching Assistants for Coding ClassesSample organization: Girl Develop It!
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What’s in the toolbox?
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What’s in the Process Automation toolbox?
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Invokable Methods in Apex can be called from Process Builder and Flow to extend beyond point & click functionality.
Wait, there’s more!
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Process BuilderAutomation Simplified
Guided Point & ClickBuilt for Admins – but Developers love it too
Picture the ProcessShared canvas for Business and IT collaboration
Power & FlexibilitySwitch-like statement, powerful actions, cross-object updates
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FlowDeclarative Programming
Visual ProgrammingBranching logic & looping, operate on any record
Simplified MaintenanceBuilt for change and quick deployment
Screen-based FlowsCollect, display, and act on user inputs
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Invokable Methods in ApexWhen You Need Full Power
Third Party CalloutsEncapsulate callouts for easy use in Process Builder or Flow
Test Class RequiredYou know all about this!
Full Programmatic AccessWhen you need to go beyond switches, assignments, & loops
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Hands On Use Case
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• Chapter Leader is responsible for managing Instructors and Teaching Assistants
• Each class needs one Instructor and multiple Teaching Assistants• Instructors are volunteers, so we want to recognize & thank them
Managing Instructors and Teaching Assistants for Coding ClassesSample organization: Girl Develop It!
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Data ModelLeveraging Campaigns and Campaign Members for each Class Session
Campaigns(Class Sessions)
Campaign Members(Teaching Assistants for a specific Class Session)
Contacts(Teaching Assistants)
Accounts(Chapters)
Users(Chapter Leaders,
Instructors)
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End Goal
Recruit Teaching AssistantsVia Chatter
Prep for Emailing Teaching AssistantsLookup to Contacts to Create Campaign Members
Thank InstructorPost Thanks badge to Instructor’s profile
Automate Instructor and Teaching Assistant Management
TBDTBD
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Demo
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To get a free Developer Edition org, go to trailhead.com and click Sign Up.
Spin up a DE Org
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Signing up for a Developer EditionEmail needs to be a real email; you’re going to get an activation email sent to this address
Username does not need to be real. It just has to look like an email. You will never run out of options for usernames. So you can sign up for as many Developer Editions as you want.
Email Usernames
[email protected]@[email protected]@[email protected]
Gottabearealemailthatyoucanaccessrightaway
MustbeuniqueacrossallSalesforce&looklikeanemail
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Step 1 - Build with ClicksProcess Builder Actions
Requirement ActionRecruit Teaching AssistantsVia Chatter
Post to Chatter
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Step 2 - Build with ClicksProcess Builder calls a Flow
Requirement ActionPrep for Emailing Teaching AssistantsLookup to Contacts to Create Campaign Members
Flows
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Step 3 - Build with CodeProcess Builder calls an Invokable Method
Requirement ActionThank InstructorPost Thanks badge to Instructor’s profile
Apex
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Wrap Up
Recruit Teaching AssistantsVia Chatter
Prep for Emailing Teaching AssistantsLookup to Contacts to Create Campaign Members
Thank InstructorPost Thanks badge to Instructor’s profile
Automate Instructor and Teaching Assistant Management
TBDTBD
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ResourcesMotherlode of Invokable Apex for Process Builder https://github.com/mshanemc/processBuilderBlocks
Automation Championhttps://automationchampion.com/learning-process-builder/
Jenwlee's Salesforce Bloghttps://jenwlee.wordpress.com/tag/process-builder/
Trailhead – Process Automation Modulehttps://developer.salesforce.com/trailhead/module/business_process_automation
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Questions?
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thank y u
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