www.salesforce.com/training

© Copyright 2015 salesforce.com, inc.

All rights reserved. Various trademarks held by their respective owners.

Process Builder

Salesforce University

Leah McGowen-Hare, MSEd

Master Technical Instructor, Salesforce.com

@LeahBMH

© Copyright 2015 salesforce.com, inc.

All rights reserved.

Printed in the U.S.A.

This document contains proprietary information of salesforce.com, inc., it is provided under a license

agreement containing restrictions on use, duplication and disclosure and is also protected by copyright

law. Permission is granted to customers of salesforce.com, inc. to use and modify this document for their

internal business purposes only. Resale of this document or its contents is prohibited.

The information in this document is subject to change without notice. Should you find any problems or

errors, please log a case from the Support link on the Salesforce home page. Salesforce.com, inc. does

not warrant that this document is error- free.

"Salesforce.com" and the "no software" logo are registered trademarks of salesforce.com, inc.

3rd party marks are the property of their owners.

Safe harbor statement 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.

Safe Harbor Statement

Agenda

What is Lightning Process Builder

Capabilities of Lightning Process Builder

Use case for Lightning Process Builders

Supported Actions of Lightning Process Builder

Consideration for Lightning Process Builder

Demo

Q&A

Lightning Process BuilderNext Generation Workflow

Multiple “Rules” in 1 process

More Flexibility

Graphical Interface

Workflow

Rules

New Actions

Lightning Process Builder

Lightning Process Builder lets you

automate business processes

using a visual interface.

Processes allow you to execute

actions when certain conditions

are met.

You can add multiple groups of

criteria and associate actions

with each criterion.

You can create immediate and

scheduled actions.

You can use versioning to easily

track and maintain processes.

Setup | Create | Workflow & Approvals | Processes

Use Cases for Lightning Processes

Send an email reminder to the

recruiting team if a candidate

has not replied within ten days

of sending an offer letter.

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 a position 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 and won.

Actions Supported in Lightning Processes

Actions 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 Chatter Post to the feed of a user, a Chatter group, or the record

that started the process.

Use a quick action Use 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 flow Trigger an autolaunched flow to automate complex

business processes.

Call Apex Call an Apex method to add customized functionality.

Workflow rules support a subset of these actions: create a task,

update a field on a record or parent record, and send an email.

Scheduled Actions

Only one scheduled action group is

supported for each criteria node.

Scheduled actions cannot be used in

processes that evaluate every time a

record is created or edited.

The Paused and Waiting Interviews

list (Setup | Create | Workflows &

Approvals | Flows) displays all

pending scheduled actions.

If the user who caused the process to

start is inactive when Salesforce tries

to execute scheduled actions, those

actions fail to execute.

Considerations for Lightning Processes

General

Processes do not support

outbound messages, but the

Call Apex action can be used

to provide similar functionality.

Actions are executed in the

order in which they appear in

the process.

Criteria nodes and actions

cannot be reused or reordered

in a process.

Search for: Process Limits

and Considerations

Create a Process

Scenario:

A company policy states that hiring managers must always take

part in the interview process. The company wants a new

interviewer record to be created automatically for the hiring

manager whenever a new position is created.

Goal:

Build a process to create a new interviewer record for the hiring

manager of a position.

Tasks:

1. Create a process with an immediate action.

2. Test the process.

Demo

Questions

Training & CertificationResources

Training Webpage:

http://www.netcomlearning.com/products/260/Salesforce-

Authorized-Courses-training.html

Certification Webpage:

certification.salesforce.com

Follow Salesforce on Twitter:

@SalesforceU

Salesforce Success Community:

Log in to Salesforce Help & Training Collaboration