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Salesforce Lightning Process Builder Demo at Denver User Group May 2015

Guy Bickel (NuAge Experts, @gbickel) presentation at the Salesforce Denver User Group on May 21, 2015 on using Lightning Process Builder as a way to quickly build workflows without coding.

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Salesforce Lightning Process Builder Demo at Denver User Group May 2015

  1. 1. Lightning Process Builder The Latest Workflow Tool from salesforce.com
  2. 2. Who am I?
  3. 3. Existing Technologies Workflow Apex Triggers Email   Create Tasks   Update Record   Update Parent Record   Outbound Messages   Update Children Records  Create New Records  Launch Flow  Post to Chatter  Submit for Approval  Execute Apex 
  4. 4. Enter Lightening Process Builder Workflow LBP Apex Triggers Email    Create Tasks    Update Record    Update Parent Record    Outbound Messages   Update Children Records   Create New Records   Launch Flow   Post to Chatter   Submit for Approval   Execute Apex  
  5. 5. Under the Hood Workflow LBP Apex Triggers Point and Click   Quick Activation   Requires Dev Resources  Bulkified  * Maybe * When do you still need Apex? • Aggregation of values • Multiple field queries • Complex logic with bulk loads
  6. 6. LPB Example
  7. 7. Demo • Real World Example – When a Lead’s status changes to Disqualified we need to cancel future tasks • 2 Approaches – 100% LPB – LPB and Flow for more advanced abilities
  8. 8. Thanks!

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