Key Takeaways: Learn where automation can ensure data quality for reporting Reduce bad data with formula workflow rules Know when projects can be automated using workflow rules vs needing developer resources Learn to implement common workflow rules

1. Intro to Workflow Formulas
June 22, 2016

2. Speakers
Mike Gerholdt
Manager, Admin Evangelism
@MikeGerholdt
Melissa VanDyke
Solution Architect, GearsCRM
@mvdsfdc

3. Forward-Looking Statements
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4. Get Social with Us!
@salesforceadmns
#awesomeadmin
Salesforce Admins
Salesforce Admins
The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being recorded!

5. Join the Admin Webinar Group for Q&A!
​ Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
• Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup

6. Agenda
• What is Process Automation?
• Writing a Formula
• Demo
• Resources
• Q&A

7. What is Process
Automation?

8. ​ If it’s raining,
then open an
umbrella.

9. What is Process Automation?
​ Automation can be broken into two main components.
• Criteria: the “if” part of the “if/then” statement. In other words, what must be true of the
record for the workflow rule to execute the associated actions.
• Actions: the “then” part of the “if/then” statement. In other words, what to do when the
record meets the criteria..
Criteria
If it’s raining,
Action
then open an umbrella

10. Components of Process Automation
The main components of a process
are:
• Object
• Evaluation Criteria
• Actions
• Immediate Actions
• Time-Dependent Actions

11. Writing a Formula

12. Best Practices for Getting Started with Formulas
• Write it out as a sentence before you even try to
write the formula (literally, in words!)
• AND() OR() vs && || (figure out which one you prefer!)
• Remember TEXT and ISCHANGED (yes, you can do
that!)
• Formulas can fire an action or the formula can
live within the action!

13. Object Opportunity
Evaluation
Criteria
If the opportunity’s stage is changed to a new value at anytime AND either the
opportunity’s stage is equal to Closed Lost OR Next Step contains the word
“Lost”
Actions Then create a new task for Project Coordinator to follow-up
Option 1 Option 2
AND &&
​ Update a Custom Date when an Opportunity is new or the stage changes
ISCHANGED(StageName) &&
(ISPICKVAL(StageName, "Closed Lost") ||
CONTAINS("Lost", NextStep))
AND ( ISCHANGED(StageName),
OR ( ISPICKVAL(StageName, "Closed Lost"),
CONTAINS("Lost", NextStep) ) )

14. Object Opportunity
Evaluation
Criteria
If the opportunity record was just created OR anytime the Opportunity’s Status
field changes to a new value
Actions Then update the custom date field with today’s date
Option 1- Date Field Option 2- Date Field
Option 1 Option 2
OR ||
​ Update a Custom Date when an Opportunity is new OR the stage changes
OR ( ISNEW(), ISCHANGED(StageName) ) ISNEW() || ISCHANGED(StageName)
today() today()

15. Demo

16. Salesforce Tools to Automate Processes
Process Builder
• Multiple if/then
statements
• Starts when record
is changed
Visual
Workflow
• Can start when
user clicks button,
accesses custom
tab, starts process,
etc.
Workflow
• A single if/then
statement
• Starts when a
record is changed
Approvals
• A single if/then
statement
• Starts when a user
clicks, process or
flow starts, apex is
called

17. Resources
MVDSFDC Blog Post
http://melissavandyke.com/the-bottom-line-on-
formulas/
Trailhead
Formulas & Validation Badge
Advanced Formulas

18. Join the Admin
Webinar
Group for
Q&A!
bit.ly/AdminWebinarGroup

19. thank y u