equip your #awesomeadmin toolkit with process automation tools

Equip Your #AwesomeAdmin

ToolkitWith Process Automation Tools

@jenwlee

Jennifer W. Lee Salesforce MVP

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Jennifer W. LeeSalesforce Business Consultant, John Hancock Salesforce MVP Blogger: Jenwlee.wordpress.com 1X Dreamforce 16 presenter Trailhead Addict – 191 Badges! Boston World Tour #AwesomeAdmin Award

Recipient Co-host of Automation Hour Social Media Manager for WiT Diversity Twitter: @jenwlee

Automation Hour

Co-Hosts: Rakesh Gupta, Jennifer Lee & David Litton

Date/Time: every other Friday, 3-4pm ET12/16/16 Guest Presenter, Meighan Brodkey (http://bit.ly/MBrodkey1216)Catch our previous recordings: http://bit.ly/AutomationHourVideosSuccess Community: Salesforce Automation Hour

Meet Process Builder

Point-and-click tool to easily automate business processes using a convenient graphical representation of your process as you build it.

Process Builder consists of:Criteria that determine when to execute action groupsImmediate and scheduled actions to execute when those criteria are met

Any change that causes a record to match the criteria automatically triggers the action group

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Process Builder’s Graphical UI

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What Can Process Builder Do?

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Sampling of Process Builder Use Cases

Inventory ManagementOrder Management

Commission ManagementDiscount Approvals

Employee OnboardingReference Program Management

Lead Management & RoutingQuote Management

Big Deal ManagementAccount Ownership Change

ManagementCase Management and Escalation

Campaign Management

When an opportunity’s stage is updated to closed won

Update the Opportunity closed date to today’s dateUpdate the Last Opportunity Closed Won field on the AccountSubmit the Opportunity to FinancePost to the Sales News Chatter Group

Use Case #1: Update an Opportunity

For a child case, Specify that the case has a parent

When a parent case is closed,

Close all its child cases

Use Case #2: Update Cases

Process BuilderShow & Tell

What is Visual Workflow?

Automate business processes by building flows and distributing them to the right usersRequire user interaction or run in the background on their ownPerform actions across multiple objectsFlow is Process Builder’s bigger brotherUnlike process builder and workflow rules, flow can delete records

Allow a user to assign a case to him/herself in one click.

When a user clicks on the Assign Case to Me button, the case will be assigned to the current user

Use Case #3: Assign a Case to Me

Allow a user to create a case comment on the case detail record

Use Case #4: Create a Case Comment

Visual WorkflowShow & Tell

Resources

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Process Builder/Visual Workflow ResourcesHere are some resources to help you get started on process builder and visual workflow:Trailhead Process Automation ModuleSalesforce Success Communities:• Salesforce Process Builder • Salesforce Workflow Automation• Visual Workflow Discussions• Salesforce Automation Hour

Salesforce MVP Jennifer Lee’s blog: jenwlee.wordpress.comSalesforce MVP Rakesh Gupta’s blog: AutomationChampion.com

David Litton’s blog: salesforcesidekick.com

Questions?

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