Presented in the Admin Theater at the Salesforce World Tour NYC on December 15, 2016.

1. Equip Your
#AwesomeAdmin Toolkit
With Process Automation Tools
@jenwlee
Jennifer W. Lee
Salesforce MVP

2. Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
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Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

3. Jennifer W. Lee
Salesforce Business Consultant, John Hancock
Salesforce MVP
Blogger: Jenwlee.wordpress.com
1X Dreamforce 16 presenter
Trailhead Addict – 191 Badges!
Boston World Tour #AwesomeAdmin Award Recipient
Co-host of Automation Hour
Social Media Manager for WiT Diversity
Twitter: @jenwlee

4. Automation Hour
Co-Hosts: Rakesh Gupta, Jennifer Lee & David Litton
Date/Time: every other Friday, 3-4pm ET
12/16/16 Guest Presenter, Meighan Brodkey (http://bit.ly/MBrodkey1216)
Catch our previous recordings: http://bit.ly/AutomationHourVideos
Success Community: Salesforce Automation Hour

5. Meet Process Builder
Point-and-click tool to easily automate business
processes using a convenient graphical representation
of your process as you build it.
Process Builder consists of:
Criteria that determine when to execute action
groups
Immediate and scheduled actions to execute when
those criteria are met
Any change that causes a record to match the
criteria automatically triggers the action group

6. Process Builder’s Graphical UI

7. What Can Process Builder Do?

8. 8
Sampling of Process Builder Use Cases
Inventory Management
Order Management
Commission Management
Discount Approvals
Employee Onboarding
Reference Program Management
Lead Management & Routing
Quote Management
Big Deal Management
Account Ownership Change Management
Case Management and Escalation
Campaign Management

9. When an opportunity’s stage
is updated to closed won
Update the Opportunity closed
date to today’s date
Update the Last Opportunity
Closed Won field on the
Account
Submit the Opportunity to
Finance
Post to the Sales News Chatter
Group
Use Case #1: Update an Opportunity

10. For a child case,
Specify that the case has a
parent
When a parent case is
closed,
Close all its child cases
Use Case #2: Update Cases

11. Process Builder
Show & Tell

12. What is Visual Workflow?
Automate business processes by building
flows and distributing them to the right users
Require user interaction or run in the
background on their own
Perform actions across multiple objects
Flow is Process Builder’s bigger brother
Unlike process builder and workflow rules, flow
can delete records

13. Allow a user to assign a
case to him/herself in one
click.
When a user clicks on the
Assign Case to Me button,
the case will be assigned to
the current user
Use Case #3: Assign a Case to Me

14. Allow a user to create a
case comment on the case
detail record
Use Case #4: Create a Case Comment

15. Visual Workflow
Show & Tell

16. Resources

17. 17
Process Builder/Visual Workflow Resources
Here are some resources to help you get started on process builder and visual workflow:
Trailhead Process Automation Module
Salesforce Success Communities:
• Salesforce Process Builder
• Salesforce Workflow Automation
• Visual Workflow Discussions
• Salesforce Automation Hour
Salesforce MVP Jennifer Lee’s blog: jenwlee.wordpress.com
Salesforce MVP Rakesh Gupta’s blog: AutomationChampion.com
David Litton’s blog: salesforcesidekick.com

18. Questions?

19. 19