Topic: Introduction to Declarative Automation Tools Date and Time: Saturday, August 21, 2021, 11:00 AM to 12:00 PM IST Speaker: Philippe Thys Philippe Thys is a Founder iTech Academy and an independent consultant. Agenda: 1. Introduction to Declarative Automation Tools 2. Q/A 3. Kahoot Winner

1. New Delhi Salesforce Developer Group
#ImpactSalesforceSaturday
Introduction into Declarative Automation Tools
-Philippe Thys, Business Owner
LEARN . SHARE . CELEBRATE . SALESFORCE

2. About Me: Philippe Thys
● Engineer
● iTech Academy BV
● “An investment in knowledge always
pays the best interest” [B. Franklin]
https://www.linkedin.com/in/philippethys/

3. New Delhi Salesforce DG
• First Revival Meetup in February 2016
• Twitter: https://twitter.com/newdelhisfdcdug
• Hashtag: #ImpactSalesforceSaturday
• New Delhi Salesforce DG Trailblazer Community Group:
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• Website: https://newdelhisfdcdug.com

4. #ImpactSalesforceSaturday
● #ImpactSalesforceSaturday is a series of online SalesforceSaturday sessions, a
program run as part of New Delhi Salesforce Developer Group, where we run
Knowledge Sharing Virtual Sessions.
● We have been doing this for a couple of years now, with this program being called
"Virtual SalesforceSaturday", now rebranded to #ImpactSalesforceSaturday.
● You can Find all of our past sessions we have organized here
● https://newdelhisfdcdug.com/impactsalesforcesaturday-past/
● You can Find all of our Upcoming sessions here
● https://newdelhisfdcdug.com/impactsalesforcesaturday-upcoming/

5. Talent Central
● The vision is to have Talent Central as the naukri.com/monster.com/indeed.com of India for
Students looking for Jobs in Salesforce Ecosystem where the companies and Students
register on Talent Central Portal and can find each other.
● talentCentralglobal.com

6. Mentorship Central
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• Sign up as a Mentor or Mentee and connect with other Mentors/Mentees
• http://bit.ly/SFMentorshipCentral

7. - Workflows
- Process Builder
- Flow Builder
- Approval Process
- Web-2-Lead/Case
- Email-2-Case
Different Automation Tools
Most frequently used (declarative) Automation Tools

8. - Set Criteria
- Add Automated Actions
- Set Default Workflow User
- Activate Workflow Rule
1) The Workflow Rule
Automate standard internal procedures and processes

9. - created
- created, and every time it’s edited
- created, and any time it’s edited to subsequently meet criteria
The Workflow Rule Criteria
Evaluation Criteria

10. If the number of filled positions equals the number of total positions on a job,
update the Job Status field to “Filled.”
If mileage expenses associated with visiting a customer site are 35 cents per
mile and exceed a $1,000 limit, automatically update the Approval Required
field to “Required.”
If a monthly subscription-based opportunity amount is greater than $10,000,
create a task for an opportunity owner to follow up 60 days after the
opportunity is closed.
The Workflow Rule Criteria (continued)
Rule Criteria - Examples

11. Supported Actions:
- Send email
- Update Field
- Create Task
- Outbound Message
Add Automated Actions
Immediate or Time-Dependent Actions

12. Set Default Workflow User for Time-Dependent Actions
Activate Workflow Rule
Final Steps
Finishing the rule…

13. Trigger: identifies when the process will run
- Only when a record is created
- Anytime a record is created or edited
Criteria: determine whether or not to run actions
2) Process Builder
Point and Click tool for Automation

14. Create a record
Update records
Send email
Post to Chatter
Send custom notifications
Use an action
Submit for approval
Process Builder
Point and Click tool for Automation

15. Launch a flow
Launch a process
Call Apex
Manage Quip documents
Process Builder
Point and Click tool for Automation

16. Process Builder

17. 3) Flow Builder

18. Follow Me
● Speaker Intro Detail 1
● Speaker Intro Detail 2
● Speaker Intro Detail 3
https://linkedin.com/in/<linkedin-id>
@Twitter_Handle
https://trailblazer.me/id/<Speaker_id>

20. Follow & Join New Delhi Salesforce DG
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