Lightning Process Builder is Salesforce's next generation workflow tool that allows users to create automated business processes with a graphical interface. It provides more flexibility than traditional Workflow Rules and supports multiple conditional rules within a single process. The demo showed how Process Builder can be used to automate approval processes and other common workflows. Resources were provided to help users determine when to use Process Builder versus other automation tools like Workflow Rules and Flow. Questions from attendees would be addressed at the end.

1. Go Faster with
Lightning Process Builder
June 25, 2015 | Salesforce World Tour, Paris

2. Shelly Erceg
Product Management Director
@shelly_sfdc

3. Safe Harbor
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that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results
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statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
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interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the
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4. Agenda
Lightning Process Builder Overview
Demo
Hot Topics
Roadmap: near & far
Q&A

5. ▪ Q&A at the end of this presentation
– I will try to tackle your questions at the end.
▪ Post to Success Community
– Official: Salesforce Workflow Automation
– Topic #ProcessBuilder
http://bit.ly/AutomationSuccessGroup
Have Questions?

6. Process Builder = Next Generation Workflow
Multiple “Rules” in 1 process
More Flexibility
Graphical Interface
Workflow Rules
New Actions

7. Lightning Process Builder
• Built for admins – but developers
like it too!
• Easy edit to respond quickly to
business changes
• Creates a shared canvas for IT
and Business to collaborate
• Integrate code and point-and-click
customizations, to move faster
Add powerful
actions with a
single click

8. Process Builder FAQs
▪ GA in Spring ’15
▪ DE, EE and up. Not Available as a PE add-on
▪ Supports all latest stable browser versions
▪ Processes are Flows “under the hood”
▪ They surface as Flows in Changesets/Packaging,
Error Messages, find status of Scheduled Actions in
Flows>Paused & Waiting Interviews
▪ Workflow Rules remain available

9. Demo time!

10. Hot Topics
(& a little guidance)
Which tool do I use?
http://bit.ly/which_tool
Workflow Rules
Approvals
Process Builder
Flow

11. Hot Topics
(a little more guidance)
Bulk Use Cases & Platform Limits
▪ Platform limits apply
▪ PB not yet optimize for bulk cases
http://bit.ly/process_limits

12. Getting Started Resources

13. Want to learn more? Salesforce Trailhead
http://bit.ly/process_builder_trailhead

14. Getting Started
Which Tool Should I use to automate my process?
https://developer.salesforce.com/trailhead/business_process_automation/pro
cess_whichtool
Trailhead: Process Automation
http://bit.ly/process_builder_trailhead
Salesforce Developers Lightning Week Tutorial: Process Builder
http://bit.ly/process_lightning_tutorial
Demo Video
https://www.salesforce.com/form/conf/platform-lightning-process-builder.jsp

15. Helpful Blogs
Rakesh Gupta: Learning Process Builder (use case tutorials)
https://rakeshistom.wordpress.com/learning-process-builder/
Andrew Fawcett (advanced use cases)
Extending Lightning Process Builder and Visual Workflow with Apex
http://bit.ly/lpb-extend-with-apex
Controlling Internet Devices via Lightning Process Builder
http://bit.ly/lpb-control-internet-devices
Keir Bowden: Lightning Process Builder and Invocable Methods
http://bit.ly/lpb-invocable

16. Success Community
Salesforce Workflow Automation a great resource for
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0
F9300000001rzc
Help and Training
https://help.salesforce.com/HTViewHelpDoc?id=process_example.htm&langua
ge=en_US
QUESTIONS?

17. Tauschen Sie sich mit anderen Entwicklern aus und
erweitern Sie Ihr Wissen!
Salesforce Developer Groups
bit.ly/cologne_dg
bit.ly/berlin_dg
bit.ly/munich_dg
bit.ly/zurich_dg

18. developer.salesforce.com/trailhea
d

19. Thank you!