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Go Faster with Process Builder
The document discusses the Lightning Process Builder, a tool for automating business processes in Salesforce, allowing users to enhance productivity by creating complex workflows with minimal coding. It highlights the integration of invocable methods to extend Process Builder's functionality and provides use cases for automating tasks like updating related records and managing approvals. Additionally, best practices for utilizing invocable methods and the collaborative potential for developers and admins are emphasized throughout the presentation.
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Go Faster with Process Builder
- 1. Go Faster with LightningProcess Builder London May 21st, 2015
- 2. Andrew Fawcett Force.com MVP CTO,FinancialForce.com @andyinthecloud Simon Goodyear Force.com MVP CTO, Beaufort 12 @simongoodyear Speakers
- 3. About FinancialForce • Nativeon the Salesforce1 platform • FFA (Accounting) • HCM (Human Resources) • PSA (Projects Management) • SCM (Manufacturing) • HQ San Francisco; Development teams in US, UK and Spain (550 employees) • www.financialforce.com
- 4. Agenda • What isProcess Builder and why will it make me faster? • Adding new Process Builder Actions with Apex • Demo of Process Builder and Invocable Methods • Invocable Methods Best Practices • Questions
- 5. Process Builder What isit and how does it help me go faster?
- 6. 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 – Plus a great new Visual UI!
- 7. Process Builder UseCase Go faster by coding less and building more with clicks not code! • Create related Child Records – “Create a Contact when an Opportunity is Closed” • Update related Child Records – “Close all cases when an Account is set to inactive” • Automatically start Approval Process – “Approve a Sales Invoice once status is Ready for Approval” Check out a great blog from Paddy Butler, TQuila “Salesforce Process Builder - Automate processes in Salesforce like never before” http://www.tquila.com/blog/2014/11/12/salesforce-process-builder-automate-processes-salesforce-never
- 8. Process Builder UseCase - Demo Use Case: Reset discount to all Opportunity Products in one operation
- 9. Process Builder UseCase - Demo Use Case: Reset discount to all Opportunity Products in one operation
- 10. Process Builder UseCase - Demo Use Case: Reset discount to all Opportunity Products in one operation
- 11. Invocable Methods Introduction &Code Examples
- 12. 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
- 13. Invocable Method ExampleA NOTE: None void return types from Invocable Methods are supported, but are not of interest to Process Builder.
- 14. Invocable Method ExampleB NOTE: Note use of label and required variables enhance the Process Builder UI for the end user
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- 16. Invocable Method Demo:Automating Setup • Using Process Builder to implement sudo Universal Picklists! * * Upvote the real Univeral Picklist Idea here! https://success.salesforce.com/ideaview?id=08730000000BrfBAAS
- 17. Invocable Method Demo:Automating Setup • Using an Invocable Method to expose the Salesforce Metadata API Download Source code here, also requires Apex Metadata API deployed https://gist.github.com/afawcett/78b8d238311b3df06e2c
- 18. Invocable Method Demo:Automating Setup • Defining the Picklist Process via Process Builder IMPLEMENTATION IDEA: This Invocable Method could be enhanced to take a list of Custom Fields and avoid having to have multiple Actions in Process Builder?
- 19. Invocable Methods Demo: SendSMS Message
- 20. Invocable Method Demo:Send SMS Message
- 21. Invocable Method Demo:Send SMS Message
- 22. Invocable Method Demo:Send SMS Message
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- 24. Invocable Methods BestPractices * • Platform enforces valid method signatures on Save… – Bulkification on method signatures • Make sure you code is fully bulkified including associated Apex classes – Read in detail the Developer Guide topic “Invocable Method Considerations” * These also apply when consuming Invocable Methods from Salesforce Visual Flow and Salesforce REST API
- 25. Invocable Methods BestPractices * • Security • Use with sharing on the class and only elevate to without sharing as needed, treat as controller class • Considering check CRUD and FLS, this is an major entry point • Design Considerations – Design for your admins not developers this is not a typical API! – Apex class, parameter and member names matter, naming convention! – Make use of label, description and required annotation attributes to make your methods more accessible to end users of Process Builder – See my blog ‘Extending Lightning Process Builder and Visual Workflow with Apex’ * These also apply when consuming Invocable Methods from Salesforce Visual Flow and Salesforce REST API
- 26. 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
- 27. Resources • developer.salesforce.com • CommunityBlogs featuring 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://codeandvogue.com/2015/02/02/el-poder-de-invocable-spring-15/ – Controlling Internet Devices via Lightning Process Builder http://andyinthecloud.com/2015/01/31/controlling-internet-devices-via-lightning-process-builder/ • 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
- 28. Andrew Fawcett CTO, FinancialForce.com @andyinthecloud SimonGoodyear CTO, Beaufort 12 @simongoodyear Speakers
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Editor's Notes
- #15 Helo typo