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Ahmedabad Salesforce Meetup
- Process Builder allows automating business processes through a graphical user interface, providing more flexibility than traditional Workflow rules. It supports immediate and scheduled actions, managing child records, posting to Chatter, and calling Apex code and Flows. - Invocable Methods allow extending Process Builder's capabilities by exposing Apex classes as actions. They must be static, public/global methods that accept primitive data types or lists as parameters and can return the same. - Apex FlexQueue is an add-on that addresses limitations of asynchronous Apex processing by allowing more than 5 jobs in the queue, monitoring and reordering held jobs, and providing a job ID for each.
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Ahmedabad Salesforce Meetup
- 1. Lightning Process Builder & ApexFlexQueue Ahmedabad - June 20th, 2016
- 2. Agenda • Process Builder •Demo of Process Builder • Invocable Methods Demo & Best Practices • Apex FlexQueue • Questions
- 3. Process Builder What isit and how does it help
- 4. What is ProcessBuilder? • Introduced as part of the Lightning Framework “a point and click tool for automating business processes” sits under Workflow & Approvals. – Similar to Workflow… • Processes driven by users manipulation of Records • Workflow Actions Email Alerts, Approval, Field Updates – But much more… • Actions can be Immediate or Scheduled • New Actions, Manage Child Records, Post to Chatter, Call Flow, Call Apex
- 5. What is ProcessBuilder? Next Generation Workflow New Actions Workflow Rules Multiple “Rules” in 1 process More Flexibility Graphical Interface
- 6. Process without Programming •Built for all Admins - from beginners to advanced • Easy edit lets users respond quickly to business changes • Creates a shared canvas for IT and the Business to collaborate Add powerful actions with a single click
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- 8. Process Builder UseCase • Create related Child Records – “Create a Contact when an Opportunity is Closed” • Update records – “Keep Contacts address in sync from Account” • Post to Chatter – “Update Opportunity won on Chatter”
- 9. Invocable Methods Introduction &Code Examples
- 10. What are InvocableMethods? • When standard Process Builder Actions are just not enough, do I have to stop using Process Builder? • A means to extend Process Builder with Apex! * – Have developers think about exposing ‘actions’ – Consider packaging actions for greater reuse * It is also possible to extend the Salesforce Visual Flow tool in the same way. Invocable Methods can also be called Salesforce REST API, e.g. mobile clients
- 11. Invocable Method ExampleA NOTE: None void return types from Invocable Methods are supported, but are not of interest to Process Builder.
- 12. Invocable Method ExampleB NOTE: Note use of label and required variables enhance the Process Builder UI for the end user
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- 15. Invocable Methods BestPractices * • Single Invocable method per apex class. • Not available via Triggers • Must be static & public/global • Parameter/ReturnType with data-type : Primitive data type or a list of primitive data type List of sObject type – generic sObject not supported. List of user-defined type • Once added in package, can’t remove from later versions. • Make use of label, description and required annotation attributes to make your methods more accessible to end users of Process Builder
- 16. Process Builder HotTopics • What are the limitations on deleting a process ? • How Can I move processes from one org to another ? • Formula Limitations ? • How do I know which automation tool to use ? • Can I create Task with Process Builder ?
- 17. Resources • Community Blogsfeaturing Process Builder and Incovable Methods – Lightning Process Builder and Invocable Methods http://bobbuzzard.blogspot.co.uk/2015/02/lightning-process-builder-and-invocable.html – Extending Lightning Process Builder and Visual Workflow with Apex http://andyinthecloud.com/2015/03/01/extending-lightning-process-builder-and-visual-workflow-with-apex/ – The Revolution !! Invocable Power - Spring 15 http://andyinthecloud.com/category/process-builder/ – Controlling Internet Devices via Lightning Process Builder http://andyinthecloud.com/2015/01/31/controlling-internet-devices-via-lightning-process-builder/ – Process Builder Workflow Automation Group https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rzc • General Gotchas – Process Builder Bulkification issue with field expressions http://www.tquila.com/blog/2015/03/09/bulkify-lightning-process-builder – Salesforce Process Builder Known Issues https://success.salesforce.com/issues_index?tag=Process%20Builder
- 18. Recap • Go Fasterwith Process Builder! – Reduce Implementation Time • Many use cases previously only possible with Apex Triggers now possible with clicks not code via Process Builder – Developers and Admins Working Closer Together to automate more! • Think about ways to extend Process Builder via Invocable Actions – Opportunities to create Libraries of Invocable Methods to share • Invocable Methods can be packaged
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- 20. Before : Which Options Do Wehave ? @future @Batch Jobs Schedule Jobs
- 21. Limitations of AsynchronousProcess Waits for salesforce resources No Job Id Only Return Void Parameters must be primitive @future Can’t order jobs Only 5 active jobs Batch
- 22. And Now : FlexQueue
- 23. Flex Queue Add-On Morethan 5 apex jobs in Apex Jobs Table 5 Jobs Processing + 95 Jobs holding New UI to monitor & manage Jobs Reorder the holding apex Jobs
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Editor's Notes
- #11 Helo typo