A Pocket Guide to Process Builder, Flows, and Triggers
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The document discusses the differences and functionalities of process builders, flows, and triggers in Salesforce, highlighting their advantages and disadvantages. It emphasizes the ease of use of process builders with a point-and-click interface, while noting that flows and triggers require more technical knowledge, particularly in Apex. The document includes a safe harbor statement addressing risks and uncertainties related to forward-looking statements by Salesforce.com.
A Pocket Guide to Process Builder, Flows, and Triggers
- 1. The Pocket Guide to Process Builder, Flows, and Triggers. Christian Abreu Developer [email protected] @ChristianJAbreu Process Builder is the cool new kid town, stealing the spotlight from headless flows and threatening triggers, right?.
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- 3. Story Dad told me to cut the grass and make it look like the neighbors….
- 4. My Dad
- 5. TOOLS
- 6. ●We still need developers! ●These tools were built for productivity ●The three tools of the day(30 minutes) ●Process Builder ●Flows ●Triggers Things to remember before we start: Things to remember before we start
- 7. ●Create your processes using a convenient layout with point-and-click efficiency. ●Allows admins to easily build a process that would normally have to be written in Apex. ●Create your whole process in one place rather than using multiple workflow rules. ●Cross object limits do not apply to the Process Builder, so an admin can traverse as many relationships to lookup values as well as update and create records. Process Builder Pros:
- 8. ●Create a record ●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 email ●Post to Chatter ●Submit for approval Process Builder What you can do:
- 9. ●The tool isn’t truly “bulkified” so managing many records will be problematic. ●Only have access to the records and fields the running user has access to. Process Builder Cons:
- 11. ●Access to many actions. ●Create/Update nearly any record. ●Create Screens for user interaction ●Mapping for field updates ●And the list goes on!!!!!!!!!!! Flow Pros:
- 12. Flow: What you can do:
- 13. ● Learn curve. ● It can’t be “fired” on it’s own. Flow Cons:
- 14. Demo Flow
- 15. “Knowledge of Apex required.” Trigger: The power of Trigger actions:
- 16. ● To me, the trigger is a gatherer... ● Action on Before/After: ○ Insert ○ Update ○ Delete The Trigger: What you can do:
- 17. ● Need knowledge of Apex to create one. ● Have to be Bulkified to be a healthy functional trigger. ● Have to create unit test for Triggers. Trigger: Cons:
- 18. Demo Trigger
- 19. ● Process builder ○ One record at a time, not bulk friendly ● Flow ○ Can’t fire off on it’s own. ○ Has all features you need to complete the task ○ User interaction ○ Learning curve ● Trigger ○ All the above and more. Recap:
- 20. Thank you