Process Builder is a tool that allows admins to automate business processes and workflows in Salesforce. It provides a visual way to create workflows and approvals without code. Process Builder can perform actions like updating records, sending emails, posting to Chatter, and more with just a click. The document provides an example of how Process Builder can be used to automatically update related quotes to "Lost" when the master opportunity is marked as "Won". It also shares resources for learning more about Process Builder like Trailhead modules and blog posts with step-by-step tutorials.
Enterprise Analytics Strategy: Taking Business Analytics to the UserRubén Mancha
The last mile of the business analytics transformation--taking business analytics to the user--requires the alignment of goals, data, and models with business processes, technology and key performance indicators.
Does data quality matter? View from the businessHanson Wade
Data quality issues can have impacts across the business from finance and operations to sales and marketing. In the case of the latter, poor data quality can significantly impact the effectiveness of activities to acquire and retain customers, from campaign targeting, through lead qualification to opportunity conversion. Quantifying these issues and highlighting how they can be used to justify investment in data quality, this presentation to the joint BCS/DAMA June 2010 meeting seeks to bring to live the importance of data quality at the commercial end of the business.
Living Large: Enterprise Organizations on Nonprofit CloudSalesforce.org
Greenpeace UK and URJ share why Salesforce was the best choice to meet the challenging demands of their large organizations. Highlights include various fundraising use cases as well as add-ons and features within Nonprofit Cloud that help them to be successful.
Enterprise Analytics Strategy: Taking Business Analytics to the UserRubén Mancha
The last mile of the business analytics transformation--taking business analytics to the user--requires the alignment of goals, data, and models with business processes, technology and key performance indicators.
Does data quality matter? View from the businessHanson Wade
Data quality issues can have impacts across the business from finance and operations to sales and marketing. In the case of the latter, poor data quality can significantly impact the effectiveness of activities to acquire and retain customers, from campaign targeting, through lead qualification to opportunity conversion. Quantifying these issues and highlighting how they can be used to justify investment in data quality, this presentation to the joint BCS/DAMA June 2010 meeting seeks to bring to live the importance of data quality at the commercial end of the business.
Living Large: Enterprise Organizations on Nonprofit CloudSalesforce.org
Greenpeace UK and URJ share why Salesforce was the best choice to meet the challenging demands of their large organizations. Highlights include various fundraising use cases as well as add-ons and features within Nonprofit Cloud that help them to be successful.
Super Session- A Day in the Life of a Nonprofit FundraiserSalesforce.org
Learn how you can raise more resources and create more meaningful relationship with your donors. Nonprofit Cloud fundraising experts highlight how this solution can help with your day to day role and showcase exciting innovations available now and in the future in the Nonprofit Cloud.
Four Key Considerations for your Big Data Analytics StrategyArcadia Data
Learn 4 of the key things to consider as you create your big data analytics strategy from John Meyers (Enterprise Management Associates) and Steve Wooledge (Arcadia Data).
Customized Consulting and Decision Support for Pharma and Biotech ExecutivesCutting Edge Information
Cutting Edge Information Capabilities presentation - Consulting firm providing decision support and implementation to companies in pharmaceutical, biotechnology and other life science sectors.
Your smarter data analytics strategy - Social Media Strategies Summit (SMSS) ...Clark Boyd
The volume and velocity of available data brings with it a huge amount of new opportunities for marketers. However, without the analytics know-how to avail of this data, these are opportunities that are often missed. Moreover, the variety of different data sources and analytics platforms only add to this complexity.
This presentation covers:
- How to define and communicate an analytics framework
- How to set up analytics dashboards for a range of stakeholders
- The people and skills you need for an optimal analytics team
- Practical tips for improving your campaign measurement
OberservePoint - The Digital Data Quality PlaybookObservePoint
There is a big difference between having data and having correct data. But collecting correct, compliant digital data is a journey, not a destination. Here are ten steps to get you to data quality nirvana.
Enterprise Data World Webinar: Mastering & Referencing Data for the EnterpriseDATAVERSITY
Developing and implementing a master record and reference data through a best practice approach and lessons learned for your organization’s data business needs. The ability to leverage the immense data available across an organization has become paramount for continued growth and success. Companies need accessible and reliable information to make more informed and effective business decisions across channels while continuing to provide quality service to their customers. Many companies recognize the need to develop a Master Data Program, as part of an overall Data Strategy initiative, to consistently manage the quality, data interoperability, accessibility, and availability of core data (e.g., customer, product). Determining where to start, finding business opportunities, defining what master data management means in your organization, and addressing the cultural and political realities are all critical to make your master data program successful and valuable. This seminar will present real world approaches used for successfully implementing a Master Data Domain and program from several organization cases including Walgreens.
Improving the Customer's Experience through Data Analytics IQPC Exchange
Wells Fargo's presentation, "Improving the Customer's Experience through Data Analytics," gives Contact Center executives insight into data analytics, a case management/service team comparison and an action plan for incremental improvements.
Getting Started with an Intelligent Platform for FundraisingSalesforce.org
DF 18' Session- Find out how to make use of new technology coming to market, including AI, Predictive Analytics and more. Learn how SCS Noonan Scholars and National Aquarium are using Einstein to track and manage their fundraising, and learn about new product innovations in Salesforce.
Turning internal audit into the data analytics epicenter for your organizationACL Services
Session from ACL Connections 2016
While most audit departments naturally focus more on their assurance services, this session will focus on how ACL can help elevate
your department’s advisory services into what one day could be the epicenter of data analytics across your organization. In this
dramatic presentation, an ACL customer shares their strategies, thought processes, speed-bumps, and successes as their
department rose to been seen as the data analytics leaders in their organization. Are you ready to take the next step?
Key learning outcomes:
• Understand the value of having a trusted, dedicated, centralized data analytics group
• Learn about real-world applications of how to use ACL to enhance your advisory services
• Explore different strategies to becoming the data analytics epicenter for your organization
With the deadline to ensure compliance with CMS Interoperability quickly approaching, now is the time to consider investing in technology innovations that help to ensure you remain compliant with the new regulations. It’s become more imperative than ever that healthcare organizations have a golden record of master data that can be seamlessly mapped back to any interoperability standard.
The promise of digital analytics is better decision making that drives measurable business impact. Unfortunately, too many organizations are not realizing that promise despite significant effort and investment. Search Discovery's Analytics Benchmark assessment aids you in understanding where your measurement ecosystem is not working and provides you with a roadmap to finally recognize the return on your analytics investment.
Super Session- A Day in the Life of a Nonprofit FundraiserSalesforce.org
Learn how you can raise more resources and create more meaningful relationship with your donors. Nonprofit Cloud fundraising experts highlight how this solution can help with your day to day role and showcase exciting innovations available now and in the future in the Nonprofit Cloud.
Four Key Considerations for your Big Data Analytics StrategyArcadia Data
Learn 4 of the key things to consider as you create your big data analytics strategy from John Meyers (Enterprise Management Associates) and Steve Wooledge (Arcadia Data).
Customized Consulting and Decision Support for Pharma and Biotech ExecutivesCutting Edge Information
Cutting Edge Information Capabilities presentation - Consulting firm providing decision support and implementation to companies in pharmaceutical, biotechnology and other life science sectors.
Your smarter data analytics strategy - Social Media Strategies Summit (SMSS) ...Clark Boyd
The volume and velocity of available data brings with it a huge amount of new opportunities for marketers. However, without the analytics know-how to avail of this data, these are opportunities that are often missed. Moreover, the variety of different data sources and analytics platforms only add to this complexity.
This presentation covers:
- How to define and communicate an analytics framework
- How to set up analytics dashboards for a range of stakeholders
- The people and skills you need for an optimal analytics team
- Practical tips for improving your campaign measurement
OberservePoint - The Digital Data Quality PlaybookObservePoint
There is a big difference between having data and having correct data. But collecting correct, compliant digital data is a journey, not a destination. Here are ten steps to get you to data quality nirvana.
Enterprise Data World Webinar: Mastering & Referencing Data for the EnterpriseDATAVERSITY
Developing and implementing a master record and reference data through a best practice approach and lessons learned for your organization’s data business needs. The ability to leverage the immense data available across an organization has become paramount for continued growth and success. Companies need accessible and reliable information to make more informed and effective business decisions across channels while continuing to provide quality service to their customers. Many companies recognize the need to develop a Master Data Program, as part of an overall Data Strategy initiative, to consistently manage the quality, data interoperability, accessibility, and availability of core data (e.g., customer, product). Determining where to start, finding business opportunities, defining what master data management means in your organization, and addressing the cultural and political realities are all critical to make your master data program successful and valuable. This seminar will present real world approaches used for successfully implementing a Master Data Domain and program from several organization cases including Walgreens.
Improving the Customer's Experience through Data Analytics IQPC Exchange
Wells Fargo's presentation, "Improving the Customer's Experience through Data Analytics," gives Contact Center executives insight into data analytics, a case management/service team comparison and an action plan for incremental improvements.
Getting Started with an Intelligent Platform for FundraisingSalesforce.org
DF 18' Session- Find out how to make use of new technology coming to market, including AI, Predictive Analytics and more. Learn how SCS Noonan Scholars and National Aquarium are using Einstein to track and manage their fundraising, and learn about new product innovations in Salesforce.
Turning internal audit into the data analytics epicenter for your organizationACL Services
Session from ACL Connections 2016
While most audit departments naturally focus more on their assurance services, this session will focus on how ACL can help elevate
your department’s advisory services into what one day could be the epicenter of data analytics across your organization. In this
dramatic presentation, an ACL customer shares their strategies, thought processes, speed-bumps, and successes as their
department rose to been seen as the data analytics leaders in their organization. Are you ready to take the next step?
Key learning outcomes:
• Understand the value of having a trusted, dedicated, centralized data analytics group
• Learn about real-world applications of how to use ACL to enhance your advisory services
• Explore different strategies to becoming the data analytics epicenter for your organization
With the deadline to ensure compliance with CMS Interoperability quickly approaching, now is the time to consider investing in technology innovations that help to ensure you remain compliant with the new regulations. It’s become more imperative than ever that healthcare organizations have a golden record of master data that can be seamlessly mapped back to any interoperability standard.
The promise of digital analytics is better decision making that drives measurable business impact. Unfortunately, too many organizations are not realizing that promise despite significant effort and investment. Search Discovery's Analytics Benchmark assessment aids you in understanding where your measurement ecosystem is not working and provides you with a roadmap to finally recognize the return on your analytics investment.
10 mẫu nhà cấp 4 đẹp, các mẫu nhà cấp 4 đẹp, 10 mau nha cap 4 dep
http://thietkethicongnhadep.net/ban-ve-cad/10-mau-nha-cap-4-dep-cac-mau-nha-cap-4-dep
Looking for an easy way for users to quickly create or update records while still requiring important fields? You need Actions. Join us as we show you how to create time-saving Action buttons with predefined values and custom layouts for your users to access on their desktop, mobile or MS Outlook. It's automagical and doesn't require any code!
Commission Tracking: Automate Using Process Builder, Formulas and Workflows! ...Salesforce Admins
Is your Sales Team asking for the ability to track their commissions in Salesforce? Do they want to see their potential earnings as they are working on a deal? If you an Admin and not a Developer, come learn how we implemented Commission tracking through creation of a Custom Object, Process Builder and Formulas.
You've got your salesforce.com org humming. You are the master of button-click admins. Join us to learn how you can leverage the power of the Force.com platform to build your own social enterprise. At the end of this session, you will walk away with five developer tips and tricks, all possible directly via the browser, that you can put into practice as soon as you get back to the office.
This slide is an Intro to Force.com as part of the Force.com friday series of Webinar by Salesforce.com.
Presenter : Shivanath Devinarayanan
Salesforce.com & Force.com MVP
An intro to the basics of Force.com by Salesforce MVP Shiv Devinarayanan. Know why Salesforce has moved on to be one of the most popular platforms today. This is part of the Salesforce Force.com Friday series.
Salesforce and Remedyforce ISV Tech Talk: Pushing New Versions of your AppBMC Software
BMC Remedyforce was asked to present at Dreamforce 2015 on our seamless upgrades to thousands of users using the Salesforce App Cloud Push mechanism. Remedyforce is seen as a leader in the IT Service Management and Help Desk SaaS markets. Remedyforce help desk and service management is built on Salesforce and integrates with Service Cloud and other Salesforce App Cloud and AppExchange apps. Learn more: http://www.bmc.com/remedyforce
The secret formula to being an #AwesomeAdmin is…FORMULAS! Join Admin Evangelist Jennifer Lee for this session to understand Salesforce formulas, how to build them, and some of the most common use cases for formulas. You will learn the basic framework for a Salesforce formula, where they can be used, and considerations for building them.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDKv/admin-best-practices-building-useful-formulas
Admin Best Practices: 3 Steps to Seamless DeploymentsSalesforce Admins
Deployment strategies can make or break the rollout of a new configuration into production. Join Carlos Siqueira, Salesforce MVP, and J. Steadman, Lead Admin Evangelist, as they walk through three steps to manage deployments without disruption - while avoiding bugs and increasing user adoption.
Watch the episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDKq/admin-best-practices-3-steps-to-seamless-deployments
Awesome Admins Automate: Integrate Flow with AI and ChatbotsSalesforce Admins
Think of a business process today that could be optimized. With Einstein Automate, you can reimagine this process and completely shift the way your employees and customers engage with your business. Come learn how to build end-to-end workflows by combining Salesforce Flow with AI, chatbot, or low-code integration tools.
Watch the Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmQ/awesome-admins-automate-integrate-flow-with-ai-and-chatbots
#AwesomeAdmins Automate: Create Triggered Flows and Batch JobsSalesforce Admins
What are some manual tasks that are recurring for your team today? How much time do they spend on them? Salesforce Flow can reduce the time spent on these tasks and remove the potential for error by automatically performing any follow-up actions for you. Come learn how simple it is to create record-triggered flows, schedule-triggered flows, and batch jobs using Flow Builder and get started on your automation journey today.
Watch the full episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmK/awesome-admins-automate-create-triggered-flows-and-batch-jobs
Admin Best Practices: Introducing Einstein Recommendation BuilderSalesforce Admins
You’re invited to learn about a new AI capability in the Salesforce Platform, Einstein Recommendation Builder. You might be familiar with recommendations while you are shopping on your favorite online retailer. Einstein Recommendation Builder brings a similar recommendation engine capability into the Salesforce Platform that can be leveraged for CRM applications. Join us to hear use cases, see a live demo, and learn how you can start building your own personalized, AI-powered recommendations.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001Lc9i/admin-best-practices-introducing-einstein-recommendation-builder
Essential Habits for Salesforce Admins: Actionable AnalyticsSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Actionable Analytics and the habits you need to build to successfully master it: review key reports, meet with business leaders, report on report usage, check custom report types, and update business performance metrics. You'll learn how to develop each habit, with expert advice and key actionable takeaways.
Watch the broadcast here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001n2Ri/essential-habits-for-salesforce-admins-actionable-analytics
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Security and the habits you need to build to successfully master it: review roles, profiles, and permissions sets; run Health Check; align with IT, and review login history. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
Learn about the Essential Habits for Salesforce Admins series here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Essential Habits for Salesforce Admins: Data ManagementSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Data Management and the habits you need to build to successfully master it: export data, review duplicates, create a data dictionary, refresh sandboxes, delete junk, and run Optimizer. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Essential Habits for Salesforce Admins: User ManagementSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of User Management and the habits you need to build to successfully master it: get to know your users, analyze usage with dashboards, communicate with leadership, review documentation, and audit your users. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Join Benjamin Reynolds, CEO and Founder of Alternative Partners, and Keren Stanley, Sr. Customer Adoption & Growth Manager at Salesforce, as they discuss how to grow a team of Salesforce admins with the technical chops and soft skills to succeed.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Empowering NextGen Mobility via Large Action Model Infrastructure (LAMI): pav...
Getting Started with Process Builder by Susan Sparks
1. Getting Started
with Process Builder
Adding to the Admin’s Toolbelt
Susan Sparks
Senior Consultant, FinancialForce
ssparks@financialforce.com
@susan_sfdc
3. 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
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts
or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
6. Lightning Process Builder
Add powerful
actions with a
single click
• Create a Record
• Email Alerts
• Call Flows
• Post to Chatter
• Quick Actions
• Submit for
Approval
• Update Records
• Call Apex
19. Business Requirement – Update Extra Quotes to Lost once the
master one is marked as Won
Need to Automate because the Salesperson “forgets” to do it.
Process Builder will do because we can lookup to the Opportunity to
get all related quotes
It’s happening in the real world – Update Extra Quotes
20.
21. Set when to Process - Customer Quotation Status = Won
Update Customer Quotation Related to the Opportunity to
Lost if not marked as Won
Using the Filter feature Current Customer Quotation stays at
Won
Solution
25. Getting Started Resources
https://trailhead.salesforce.com Which Automation Tool Should I Use?
bit.ly/which_tool
Salesforce Developers Lightning Week
Tutorial: Process Builder
http://bit.ly/process_lightning_tutorial
Automation Champion: Learning Process
Builder
(Beginning - Intermediate step-by-step
tutorials)http://automationchampion.com/lear
ning-process-builder/
26. Advanced Resources
http://bit.ly/SuccessWorkflow Andrew Fawcett
Extending Lightning Process Builder & 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 & Invocable Methods
http://bit.ly/lpb-invocable
Twilio Helper Library for Salesforce
https://twilio-salesforce.readthedocs.org
30. Trivia
Process Builder Full Name? Lightning Process Builder
Which Two Tools can Post to Chatter?
Process Builder & Visual Workflow
Editor's Notes
Key Takeaway:We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce.
Talk Track:
Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.