Process Automation on Lightning Platform Workshop
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The document outlines a workshop on process automation conducted by Mary Scotton from Salesforce, emphasizing the roles of instructors and teaching assistants in coding classes, particularly under the organization 'Girl Develop It!'. It discusses the use of tools like Process Builder and Flow for automating workflows and provides a detailed process for managing teaching assistants and instructors. The workshop includes hands-on work, resources for further learning, and a reminder about the risks associated with forward-looking statements regarding Salesforce's future operations.
Process Automation on Lightning Platform Workshop
- 1. Process Automation Workshop Mary Scotton Principal Developer Evangelist, Salesforce @rockchick322004 [email protected]
- 2. Engineers in the house! Feel free to ask them LOTS of questions… Miguel Canizares Software Engineering PMTS, Salesforce Jesun David Associate Software Engineer, Salesforce
- 3. Forward-Looking Statements 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.
- 4. What are we gonna build?
- 5. • 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 Classes Sample organization: Girl Develop It!
- 6. What’s in the toolbox?
- 7. What’s in the Process Automation toolbox?
- 8. Invokable Methods in Apex can be called from Process Builder and Flow to extend beyond point & click functionality. Wait, there’s more!
- 9. Process Builder Automation Simplified Guided Point & Click Built for Admins – but Developers love it too Picture the Process Shared canvas for Business and IT collaboration Power & Flexibility Switch-like statement, powerful actions, cross- object updates
- 10. Flow Declarative Programming Visual Programming Branching logic & looping, operate on any record Simplified Maintenance Built for change and quick deployment Screen-based Flows Collect, display, and act on user inputs
- 11. Invokable Methods in Apex When You Need Full Power Third Party Callouts Encapsulate callouts for easy use in Process Builder or Flow Test Class Required You know all about this! Full Programmatic Access When you need to go beyond switches, assignments, & loops
- 12. Hands On Use Case
- 13. • 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 Classes Sample organization: Girl Develop It!
- 14. Data Model Leveraging 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)
- 15. End Goal Recruit Teaching Assistants Via Chatter Prep for Emailing Teaching Assistants Lookup to Contacts to Create Campaign Members Thank Instructor Post Thanks badge to Instructor’s profile Automate Instructor and Teaching Assistant Management TBDTBD
- 16. Demo
- 17. To get a free Developer Edition org, go to trailhead.com and click Sign Up. Spin up a DE Org
- 18. Signing up for a Developer Edition Email 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] [email protected] [email protected] Gotta be a real email that you can access right away Must be unique across all Salesforce & look like an email
- 20. Step 1 - Build with Clicks Process Builder Actions Requirement Action Recruit Teaching Assistants Via Chatter Post to Chatter
- 21. Step 2 - Build with Clicks Process Builder calls a Flow Requirement Action Prep for Emailing Teaching Assistants Lookup to Contacts to Create Campaign Members Flows
- 22. Step 3 - Build with Code Process Builder calls an Invokable Method Requirement Action Thank Instructor Post Thanks badge to Instructor’s profile Apex
- 23. Wrap Up Recruit Teaching Assistants Via Chatter Prep for Emailing Teaching Assistants Lookup to Contacts to Create Campaign Members Thank Instructor Post Thanks badge to Instructor’s profile Automate Instructor and Teaching Assistant Management TBDTBD
- 24. Resources Motherlode 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 Module https://developer.salesforce.com/trailhead/module/business_proc ess_automation
- 25. Questions?
- 26. thank y u
Editor's Notes
- #5: Before we get into the how, let’s take a look at the business problem we’re trying to solve here today to help us learn about process automation tools…
- #14: OK, now we’re ready to get hands on so that you can help Girl Develop It automate managing instructors and teaching assistants for their coding classes. Here are the high level requirements again.