Lightning Process Builder
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Process Builder allows administrators to automate business processes and workflows visually without code. It provides many advantages over traditional workflow rules, including the ability to create records, update related records, launch flows, submit records for approval, and post to Chatter. Process Builder can be used to automate tasks like populating fields, assigning ownership, and updating statuses. While powerful, it also has some limitations around editing processes, troubleshooting, and setting field values with formulas.
Lightning Process Builder
- 1. Advantages and Usage Lightning Process Builder
- 4. Lightning Process Builder • Create your processes using a convenient visual layout with point-and-click efficiency • Create your whole process in one place rather than using multiple workflow rules • Create a shared canvas for IT and Business to collaborate . • Stop using Apex code to automate simple tasks. Add logic using drag & drop tools. • Build for admins but developers like it too.
- 5. Lets Imagine Few Scenarios Set an Account Owner based on Record Criteria Populate a lookup field on record update Post a Chatter message based on record criteria Submit a Quote for Approval when Opportunity Stage = Proposal Launch a Flow via record criteria vs. a button or link Populate a text field with object ID Assign Ownership to a Custom Object based on criteria Clone an opportunity and change field values. Traditionally these scenarios requires a trigger, Process Builder allows administrator can do this without the use of code.
- 6. Agenda 1. Advantages and Actions we can do with powerful and flexible Process Builder 2. Usage : To see how this functionalities gives Salesforce admin more power 3. Examples : Discussing business use case and demo to understand how a company runs automated process
- 7. Advantages Your Swiss Army Knife
- 8. Create a record Workflow was limited to just field updates, creating tasks and email alerts. With Process Builder we can create a record and set the field values within the record.
- 9. Launch a flow—as an immediate or a scheduled action Process Builder can be used to set record criteria and then launch a trigger ready flow based on that. Only ‘trigger-ready’ flows can be selected.
- 10. Easily Consolidate Workflow Consolidate multiple workflow rules that into one process. In effect, what this means is that processes that you could only have done with multiple workflow rules in the past, can now be achieved with only one process..
- 11. Post to Chatter If you are trying to keep your communication within Salesforce, it’s obvious how the Post to Chatter action will benefit you in relation to just a straightforward email alert.
- 12. Submit for approval Traditionally you needed a trigger to automatically push a record into an approval process. With Process Builder you can do this automatically based on the criteria of the Process.
- 13. Use a quick action to create a record, update a record, or log a call A Shortcut to add quick actions like create a record, update a record, or log a call or global actions .
- 14. Cross object update Update any related record—not just the record or its parent .Populate a lookup/cross object field based on certain criteria with process builder (Custom Object looks up to Opportunity looks up to Account, yup you can update the Account based on criteria changes on the custom object)
- 15. Call an Apex Class You can use process builder to invoke Apex code you have written within Salesforce. Apex code can be anything from custom logic to save a record to complex business processes. Also you can use code for outbound message inside Apex class & call it in process builder.
- 16. Advantage over other automation tools
- 17. And more: Simple triggers like populating a lookup field based on certain criteria, can now be automated in process builder without any code required. Send an email – an email alert can be automated in process builder on certain criteria.
- 18. Usage Live demo on salesforce.com website
- 21. Use Case I Kate is working as System administrator at Universal Container. She has received a requirement to post Opportunity details (with Opportunity link) to the related Account Owner’s feed, whenever an Opportunity gets created with an amount greater than $100k.
- 22. Use Case II Steven Greene is working as System administrator in Universal Container. He has received a requirement from the management, whenever a quote is accepted by the customer, then auto update related quotes from the same Opportunity to Denied.
- 23. More Use Cases Jenifer is a sales rep and she has a requirement that If a high-value opportunity is closed and won, create a draft contract and a follow-up task for the account owner. Rachel Gillett is working as System administrator in Universal Container. They have created a custom object called as Time Sheet, to allow their sales reps to enter the time they spent on a customer site (i.e. Against Account object). The Time Sheet object has a lookup relationship with Account object and Feed tracking is turned off for Time Sheet object. Rachel has received a requirement from the management, when a Sales rep creates a Time Sheet from Account object using quick action, system auto generates a chatter post . They want to auto delete post generated from Quick Action. George is working as System administrator in Universal Container. He has received a requirement from the management, to auto create/generate a new Opportunity with opportunity line items based on the close date of a existing opportunity.
- 24. Process Builder Limitations Editing – Users cannot edit a process once it has been activated. Therefore much like with flow a new process needs to be created by cloning the initial process and making modifications to that cloned record. Autosave – Won’t allow a user to cancel out of a process when they have made unwanted changes (Autosave + Undo = Perfection). Troubleshooting - UI does not allow an Admin to tell who created a Process, when it was created, or the ID for that Process. Also all troubleshooting must be done in the debug log. Validation – Processes DO NOT trigger Validation rules and can therefore invalidate data. Deletion – Inactive Processes cannot be deleted for at least 12 hours after inactivation and do not appear in the Recycle Bin.
- 25. Process Builder Limitations Order – You can’t change the order of criteria nodes or actions, after you add them the only way to reorder is to delete them and start over. Syntax – Picklist fields are evaluated as text fields in process builder so they won’t support any picklist formulas like ISCHANGED or ISNEW. Note – with Spring 15 the formula ISCHANGED is now a function vs. a formula and will work with picklists. Setting field values - You cannot populate a field with a formula in process builder. You can only manually enter a literal or select another variable (i.e. field). To populate a text field with a formula create a separate formula field and then reference that in your process Error messages – You cannot specify error messages when creating a process that doesn’t trigger like you can with flow or validation rules. Formula Help – When utilizing a formula in criteria there is no function help preview next to the Syntax.
- 26. Resources Want to learn more about which tool to use? Check out this resource for Choosing The Right Automation Tool. https://www.youtube.com/watch?v=qUTJu-thcgo https://www.youtube.com/watch?v=ceHAqkx7m0I https://www.youtube.com/watch?v=XgjlPWaElRc
- 27. Questions
- 28. Thank You
Editor's Notes
- #3: About me
- #4: Process Builder Announced during Dreamforce ’14, it is now generally available with the Spring ’15 release. The Lightning Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. Instead of doing this repetitive work manually, you can configure processes to do it automatically. The Process Builder’s simple and powerful design allows you to automate processes. You can watch introduction video here https://www.youtube.com/watch?v=hDYstN-M30U Enhanced admin tool to extend what we can accomplish with clicks not code, beyond the previous capabilities of Workflow. Cross Object Updating is finally here! How much is it? Free! It became generally available with Spring 15 release. Where is it? Setup | Create | Workflow & Approvals | Process Builder
- #5: Why Did We Build Process Builder? We wanted to give everyone in a company, regardless of coding background, the ability to automate processes and build powerful applications in Salesforce.
- #6: The Lightning Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. Many of the tasks you normally assign, the emails 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. The Process Builder’s simple and powerful design allows you to: Create your processes using a convenient visual layout with point-and-click efficiency Create your whole process in one place rather than using multiple workflow rules Create processes by working together in one UI with different teams in your business Stop using Apex code to automate simple tasks
- #7: Process builder can assign ownership based on object criteria and set an order of actions. However, processes require a user to create a new process each time a change is needed. It can become a burden to administer these rules via Process Builder as the more rules you have, the more unwieldy it will become. Once you get too complex a custom option may be required. Although Process Builder can create a new record it cannot reference any of the values from the cloned opportunity without the use of a Flow to capture the opportunity values (NB this can probably be done with Flow and Process Builder but the quickest approach right now is to use a trigger).
- #9: Automated processes in the Process Builder consist of criteria that determine when to execute action groups, and 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. 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 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—as an immediate or a scheduled action Send an email Post to Chatter Submit for approval If you need your process to do more than what those actions allow, don’t worry. You can also call Apex from a process.
- #18: Also we can compare it with other automation tools, to know the difference and advantage over others How Does This Differ From Our Existing Workflow Tools? The new Process Builder combines the functionality of workflow rules and approvals into one new tool called the Process Builder. If you’re familiar with workflow, you can use the Process Builder to perform all of the same actions (with the exception of outbound messages), but with more power and flexibility. Processes can automate every action that can be automated in a workflow rule, with the exception of outbound messages, but flows should be used to automate more complex business processes.
- #21: Enhanced admin tool to extend what we can accomplish with clicks not code, beyond the previous capabilities of Workflow! It became generally available with Spring 15 release. Where is it? Setup | Create | Workflow & Approvals | Process Builder
- #24: Solution of above business requirement There are a few possible solutions for the above business scenario, but I’ll use Process Builder to solve the above business requirement. Follow the below instructions to create a Process for the above business requirement 1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder 2. To create a new process from scratch, click on the New Button available on Process management page, A popup will appear where you have to enter the Name (Use Update related quotes to Denied as name), API Name and Description as shown in the below screenshot Define Process Properties 3. Click on Object node to add object and then select Quote object. For the entry criteria, Select when a record is created or edited, as shown in the below screenshot, once you are done click on the Save button Evaluation Criteria 4. The next task is to add Process Criteria, To do this click on Add Criteria, enter Name, Type of action and set filter conditions (In this case set [Quote].Status Equals Accepted) and click on the Save button as shown in the following screenshot Process Criteria 5. The next step is to add an Immediate action to Process. Click on Add Action (Under Immediate actions), Select the type of action to create (In our case Update Records). Use Field Picker to select the object as shown in the following screenshot to select the object Select related quote object Then select Updated records meet all conditions option for field Criteria for Updating Records, as shown in the following screenshot Define Additional Conditions The next step is to set the conditions that you want to use to filter out the records and at the end set new field values for the records you update, as shown in the following screenshot Add Action – Update Records 6. Once you are done, click on the Save button, it will redirect you to Process canvas. Finally the Process will look like the following screenshot Don’t forget to active the Process by clicking on the Activate button. Advertisements
- #25: How a record gets approved Example: Managers approve their direct reports’ requests for vacation. What to do when a record has certain values Example: Notify the account owner when a related case is escalated. Collecting information from users or customers and then doing something with that information Example: Customer support uses a wizard to step through a call script, and cases are created based on the information that they enter.