Process BuilderYour Salesforce Swiss Army Knife
Shelly ErcegDirector Product [email protected]@shelly_sfdc World Tour Chicago ‘16
Admin Zone
Process Builder: Automation SimplifiedGuided Point & ClickBuilt for Admins – but developers love it
Picture the ProcessShared canvas for Business and IT collaboration
Power & FlexibilityMultiple If/Then statements, powerful actions, cross-object updates
Add powerful actions with a single click
What can I automate?
Opty Mgt: Winning a Deal• Opportunity stage changes to "Closed Won”• Create an Order record with the data contained in the Opportunity and the associated Account• Post Chatter Message to Sales Manager
Auto Submit Approvals• Ensure adherence to your business process• Users often forget to hit submit
Update all the Contacts on an Account• A Billing address is changed on an Account• Update all the Mailing addresses on all the child Contacts
Demo
Resources: Getting started with Process Builder
Official: Salesforce Workflow Automation Topic #ProcessBuilder
http://bit.ly/process_builder_trailhead
http://bit.ly/AutomationSuccessGroup
Questions ?
Upcoming Chicago Community Events Presented by Salesforce Community Leaders
Midwest Dreamin’July 21st & 22nd at Navy Pier
Call for Presenters is OPEN! Closes 4/1/16Sponsorship Opportunities Available, spaces are
limited! To learn more go to: MidwestDreamin.com or
@Midwest_Dreamin
Trailhead on the RoadMay 7 – 9 am to 2 pm
Illinois Technology Association 20 N. Upper Wacker Dr. #1200
Registration Opens SOON! Free to attend, space is limited
thank y u
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