This document summarizes a presentation about automating commission tracking using Process Builder, formulas, and workflows in Salesforce. The presentation addresses challenges with manual commission tracking using spreadsheets, including time consumption, errors, and unhappy sales reps. It provides a case study of how Process Builder was used to solve a client's commission tracking problem and meet their requirements. The key aspects of the solution included using Process Builder records, a commission custom object, flow, workflow, and custom formula fields. The presentation demonstrates the solution in action and shares lessons learned about using Process Builder.

1. Commission Tracking:
Automate Using Process Builder,
Formulas and Workflows!
​ Linda M Johnson
​ Sr Consultant – Salesforce Practice
​ Linda.johnson@summa-tech.com
​ @ljpebbles
​

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3. Linda M Johnson
Senior Consultant, Summa

4. v A manual commission process (Spreadsheet)
v Time consuming calculation and consolidation
v Frequent errors
v Reworking the numbers
v Unhappy Sales Reps
Have You Ever Faced These Challenges?

5. v A powerful example of how Process Builder can make process
change easier and faster
v Case study of a Commission Tracking Problem solved with Process
Builder
v Demo
v Benefit from my lessons learned
What You’ll Get From Our Time Together

6. v Commissions may need to be paid to “Inside Sales” as well as
Opportunity “Owner”
v Ownership of opportunities can and will be transferred multiple
times
v Account Ownership is often changed en-masse, thereby changing
the opportunity owner
v Ability to override calculated commission amount
v Ability to track “errors”
Our Client’s Must Haves

7. v Process Builder Records
v Commission Object (Custom Object)
v Flow
v Workflow
v Custom Formula fields
v Roll-up Helper
Process Builder Key in Developing Solution

8. New Opportunity Converted Lead New Owner Opportunity Owner Changed
First 3 Process Builder Records

9. Account Owner Changed Flow
Last Process Builder plus Flow

10. Here is How it Comes Together

11. ​ Login
Let’s See It In Action

12. 1. Each process is associated with a single object
2. You can’t change the order of the criteria nodes or the order of the actions
3. Process Builder is not “Bulkified” there are limits
4. Salesforce “magic” occurs when Account Ownership changes
5. Salesforce “magic” occurs when a lead is converted and the opportunity
owner is set
a. You must enable the lead setting Enable Validation and Triggers from Lead Convert.
6. Workflow may still be easier depending on the process
7. When creating formulas and testing for Blank fields, make sure that you have
checked “Treat Blank Fields as Blank”!
Sharing My Lessons Learned

13. ​ When you are faced with a process problem,
​ think about using Process Builder,
​ a powerful tool in your Salesforce “Tool Box”
My Challenge to You

14. Thank you