Presented in the Admin Theater at Chicago World Tour on March 24, 2016.

1. Process Builder
Your Salesforce Swiss Army Knife
Shelly Erceg
Director Product Management
serceg@salesforce.com
@shelly_sfdc
World Tour Chicago ‘16
Admin Zone

2. Process Builder: Automation Simplified
Guided Point & Click
Built for Admins – but developers
love it
Picture the Process
Shared canvas for Business
and IT collaboration
Power & Flexibility
Multiple If/Then statements, powerful
actions, cross-object updates
Add powerful
actions with a
single click

3. 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

4. Demo

5. Resources: Getting started with Process Builder
Official: Salesforce Workflow Automation
Topic #ProcessBuilder
http://bit.ly/process_builder_trailhead
http://bit.ly/AutomationSuccessGroup

6. Questions ?

7. Upcoming Chicago Community Events
Presented by Salesforce Community Leaders
Midwest Dreamin’
July 21st & 22nd at Navy Pier
Call for Presenters is OPEN! Closes 4/1/16
Sponsorship Opportunities Available, spaces are limited!
To learn more go to: MidwestDreamin.com or
@Midwest_Dreamin
Trailhead on the Road
May 7 – 9 am to 2 pm
Illinois Technology Association
20 N. Upper Wacker Dr. #1200
Registration Opens SOON!
Free to attend, space is limited

8. thank y u