Summer of Trailhead and Process Builder
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Transcript of Summer of Trailhead and Process Builder
![Page 1: Summer of Trailhead and Process Builder](https://reader031.fdocuments.net/reader031/viewer/2022012913/55ce73f3bb61eb746f8b45bc/html5/thumbnails/1.jpg)
Welcome to Summer of Trailhead
Doug AyersSenior Developer @Virsys12 @DouglasCAyers
in/douglasayers
W douglascayers.wordpress.com
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Two Approaches to Development
Visualforce PagesVisualforce ComponentsLightning Components
Apex ControllersApex Triggers
Metadata APIREST APIBulk API
Formula FieldsValidation Rules
Workflows and Approvals
Custom ObjectsCustom FieldsRelationships
Page LayoutsRecord Types
Lightning App Builder
User Interface
Business Logic
Data Model
Team Clicks Team Code
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Tools for Getting the Job Done
FormForm Builder for Apps, Portals,
& Sites
ModelSchema Builder for Easy Data Management
FlowDrag & Drop
Workflow Builder for Business Processes
AnalyticsDrag & drop
Chart & Report Builder
FunctionRe-usable Formulas,
Validations & Logic
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But how do you learn AND
keep up with all this stuff?
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Trailhead is a
fun, interactive, guided & FREEway for
Admins and Developers to learn Salesforce
https://developer.salesforce.com/trailhead
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Trailheadis fun
Challenges Points Badges
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Show us your badges
❖Show the world your progress on Trailhead❖Share your badges on Twitter! #trailhead
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Let Trailhead guide you
…or blaze your own trail
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Demonstration
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Summer ‘15 Enhancements▪ ISNEW, ISCHANGED, ISPICKVAL, INCLUDES, and PRIORVALUE functions▪Math and Date functions in field expressions ( TODAY() + 3 )▪Use System variables in formula expressions ( [Account].OwnerId <>
$User.Id )▪Use multi-select picklists in criteria conditions and formulas via
INCLUDES func.▪Define conditions when updating related records▪ Immediately delete inactive processes, no more waiting 12 hours▪Process Builder user interface enhancedhttp://releasenotes.docs.salesforce.com/en-us/summer15/release-notes/rn_forcecom_process.htm
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Demonstrations
1. Task to Validate Account2. Chatter Post Big Opportunity Wins3. Sync Account Shipping Address to Contacts4. Auto-Close Lost Oppty’s for Inactive
Accounts5. Auto-Create Account & Contact from
Opportunityhttps://github.com/DouglasCAyers/sfdc-summer-of-trailhead-2015
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Why Process Builder over Workflow Rules?
▪Centralize multiple if/then statements and actions
▪Perform actions not possible with workflow rules
▪Visual user interface to define steps
▪Maintain version control over a given process
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When to use Process Builder or Visual Flows?
▪UI Based Processes – Visual Flows is about user interfaces that let users progress through a wizard style UI.Interactive and manually launched.
▪Record Based Processes – Process Builder are actions you define to occur behind the scenes in response to records being created or edited.Non-interactive and automatically launched.
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Best Practices
▪Check – to see if there are any workflows or triggers on the object doing the same thing as the process.
▪Avoid – interweaving Apex, Workflow, and Processes together for the same process. Unpredictable behavior.
▪Document – use description field to explain why.
▪Test – and test some more. Sandbox first!
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But how do you learn AND
keep up with all this stuff?
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https://developer.salesforce.com/trailhead/module/business_process_automation
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Resources▪ https://rakeshistom.wordpress.com ▪ https://developer.salesforce.com/trailhead/business_process_automation/process_builder ▪ http://gearscrm.com/overview-of-salesforce-process-builder▪ http://www.arkusinc.com/archive/2015/go-lightning-fast-with-process-builder▪ http://thewizardnews.com/wizards-apprentice ▪ http://bobbuzzard.blogspot.com/2015/02/lightning-process-builder-and-invocable.html ▪ http://andyinthecloud.com/2015/03/01/extending-lightning-process-builder-and-visual-workf
low-with-apex/
▪ https://help.salesforce.com/HTViewHelpDoc?id=process_overview.htm ▪ https://help.salesforce.com/HTViewHelpDoc?id=process_which_tool.htm ▪ https
://help.salesforce.com/apex/HTViewSolution?urlname=Scheduled-Actions-from-Process-Builder-do-not-use-the-current-record-values-when-the-scheduled-action-is-processed