Process Builder allows administrators to automate business processes and workflows visually without code. It provides many advantages over traditional workflow rules, including the ability to create records, update related records, launch flows, submit records for approval, and post to Chatter. Process Builder can be used to automate tasks like populating fields, assigning ownership, and updating statuses. While powerful, it also has some limitations around editing processes, troubleshooting, and setting field values with formulas.
Automate the organization’s workflow with Process Builder,the next generation workflow tool. Gain an overview of How to create a process using Process Builder.
Brisbane Salesforce User Group - May 2015 - Lightning Process BuilderKevin Akermanis
Introduction to the Salesforce Lightning Process Builder, three examples as well as which process tool to use for what
As presented at the Brisbane Salesforce User Group - May 2015
Salesforce World Tour London 2015 Session
Process Builder is an amazing new declarative tool to empower administrators and power users without requiring code. It comes with an amazing set features to help automate many things in Salesforce, including for the first time use cases that historically required Apex Triggers to be written. Find out how you as an Apex developer can extend this tool in infinite ways, effectively supercharging it with practically anything you could imagine!
You will learn best practices on sharing your code via the new Apex Invocable Methods annotations. Your end users will be able to access your functionality to customise and extend your solution in new ways and you'll have more time to focus the next great feature! The session will include some practical and fun examples to take away and get your creative thoughts flowing, such as exposing a library of complex formula functions to communicating with LittleBits devices (IoT) and even actions that help automate your org configurations.
The Salesforce Process Builder is a new workflow tool from the Spring’15 release recently, that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. One can use the Process Builder to setup complex Workflows in Salesforce which otherwise required Apex.
When compared to Workflows, the Process Builder has lot additional capabilities, like updating multiple records, posting to chatter, trigger Approval Processes, kick of Flows and much more.
Agenda:
1.What are Processes?
2. How to Created Processes?
3. Understanding the Process Builder Interface
4. Some Common Use Cases
5. Workflows or Processes?
Do feel free to write back to us at jghosh@suyati.com
Suyati Technologies Pvt Ltd
2nd Floor, B-Wing, Thapasya building, Infopark, Kakkanad, Kochi 682030, Kakkanad, Kerala 682030
As of 2018, more than 50% of global organizations have adopted Office 365. In this lightning session, we will show you how to combine the power of Office 365 with the speed of OutSystems
Every friday our team get together to learn and share the awesome! If you are passionate for Salesforce, Scrum methodology and everything related to technology you can't miss it!
Presentation presented by Chris Franklin and Egor Cole.
Salesforce made great success User will learn the record bulkification and platform governor limits
that is applied when using Lightning Process Builder. Say there is existing salesforce org with lot
of customizations like apex trigger and workflow field update. Now admin/developer is planning to
build process builder. What consideration should kept in mind before build lightning process
builder?
Automate the organization’s workflow with Process Builder,the next generation workflow tool. Gain an overview of How to create a process using Process Builder.
Brisbane Salesforce User Group - May 2015 - Lightning Process BuilderKevin Akermanis
Introduction to the Salesforce Lightning Process Builder, three examples as well as which process tool to use for what
As presented at the Brisbane Salesforce User Group - May 2015
Salesforce World Tour London 2015 Session
Process Builder is an amazing new declarative tool to empower administrators and power users without requiring code. It comes with an amazing set features to help automate many things in Salesforce, including for the first time use cases that historically required Apex Triggers to be written. Find out how you as an Apex developer can extend this tool in infinite ways, effectively supercharging it with practically anything you could imagine!
You will learn best practices on sharing your code via the new Apex Invocable Methods annotations. Your end users will be able to access your functionality to customise and extend your solution in new ways and you'll have more time to focus the next great feature! The session will include some practical and fun examples to take away and get your creative thoughts flowing, such as exposing a library of complex formula functions to communicating with LittleBits devices (IoT) and even actions that help automate your org configurations.
The Salesforce Process Builder is a new workflow tool from the Spring’15 release recently, that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. One can use the Process Builder to setup complex Workflows in Salesforce which otherwise required Apex.
When compared to Workflows, the Process Builder has lot additional capabilities, like updating multiple records, posting to chatter, trigger Approval Processes, kick of Flows and much more.
Agenda:
1.What are Processes?
2. How to Created Processes?
3. Understanding the Process Builder Interface
4. Some Common Use Cases
5. Workflows or Processes?
Do feel free to write back to us at jghosh@suyati.com
Suyati Technologies Pvt Ltd
2nd Floor, B-Wing, Thapasya building, Infopark, Kakkanad, Kochi 682030, Kakkanad, Kerala 682030
As of 2018, more than 50% of global organizations have adopted Office 365. In this lightning session, we will show you how to combine the power of Office 365 with the speed of OutSystems
Every friday our team get together to learn and share the awesome! If you are passionate for Salesforce, Scrum methodology and everything related to technology you can't miss it!
Presentation presented by Chris Franklin and Egor Cole.
Salesforce made great success User will learn the record bulkification and platform governor limits
that is applied when using Lightning Process Builder. Say there is existing salesforce org with lot
of customizations like apex trigger and workflow field update. Now admin/developer is planning to
build process builder. What consideration should kept in mind before build lightning process
builder?
User Manual Guide: Case Management App on Salesforce AppExchangeAjeet Singh
1. Introduction to Salesforce Case Management App
2. Installation Process
2.1. Prerequisites for installing Case Management App.
2.1.1. Enable Email-to-Case in your org.
2.1.2. Goto Setup.
2.1.3. Search Email-to-Cases in the Quick Find box
2.1.4. Click on Email-to-Case
2.1.5. Click on Continue
2.1.6. Click on Edit Button
2.1.7. Click on Enable Email-to-Case.
2.1.8. Click on Save.
2.1.9. Go to AppExchange Case Management App.
2.1.10. Click on Get It Now button to install it.
2.2. Installing Case Management App.
2.2.1. The first step involves installing Case Management App from Salesforce AppExchange.
2.2.2. Select the appropriate kind of user.
2.2.3. Click on the Install button.
3. Configuration
4. Page Layout
5. Case Management in Salesforce Case Manager App
Identifying and Prioritizing BPM Projects Based on Quick Wins and Clear Fin...rhefner
We all know that process improvement projects bring clear benefits to the company: less waste, decreased cycle and throughput time, less defects – just to name a few. But determining which projects to undertake for maximum return can be a challenge. Dr. Hefner will present several considerations for selecting which improvement projects to invest in.
During this session you will learn:
* How to generate process improvement projects based on your business goals
* The importance of internal and external customers in identifying improvements
* How to prioritize projects with and without direct ROI
* How project selection matures over time
What is workflow in salesforce? Salesforce Solution ProvidersTkXel
The workflow in Salesforce is certainly not a minor issue to be covered; rather, it covers a large portion of Salesforce. In a basic sense, we can see that workflow is among the strategies to help increase the speed of manual work and reduce time in handling complex processes.
Are you a developer who thinks Visual Workflow (aka Flow) is just for Admins? Join us to learn how to use Apex code and Visualforce to strengthen your Flows, while making your Admin even more powerful. We'll cover how and when to use Flows in a Visualforce page, and how to manipulate events in both the Flow and Visualforce page/controller.
Any structure expected to stand the test of time and change needs a strong foundation! Software is no exception. Engineering your code to grow in a stable and effective way is critical to your ability to rapidly meet the growing demands of users, new features, technologies, and platform capabilities. Join us to obtain architect-level design patterns for use in your Apex code to keep it well factored, easy to maintain, and in line with platform best practices. You'll follow a Force.com interpretation of Martin Fowler's Enterprise Architecture Application patterns, and the practice of Separation of Concerns.
Flow enables developers and admins to easily automate complex processes and execute custom logic with clicks, not code. But you can also manipulate flows programmatically via the Metadata, Tooling and and, as of the Winter 16' release REST API - Flow Runtime. Join us to learn from the engineers who built the API how to manipulate flow with the API. See examples of how this empowers you to build better applications for your customers.
Flow is a powerful business automation tool that can manipulate data in Salesforce in a variety of ways. Such application can be created right from the org’s setup with just drag-drop/point-click. The ease of creating flows makes it the number one go-to tool when it comes to complex business requirements.
Laserfiche 9.2 is almost ready for its debut! This latest update brings new ways to collaborate with colleagues and better integrates Laserfiche Forms and Laserfiche Mobile.
Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand new app and integrate it in your Salesforce or to use existing features in a creative way to achieve the same objective. However Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow.
Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are to object oriented programming, visual flow is to Salesforce. To be more precise, a Flow is a wizard or a set of screens in sequential order which can be used to complete a business process. This business process can be anything like filling out a form, or working on a script, or even filling out a survey. The Flow has the ability to fetch, edit, and create all Salesforce information in an appealing, quick and smart manner.
Difference between Salesforce.com Flow and Workflow
Salesforce Flow or Visual Workflow is often confused with a feature named Workflow in Salesforce and that’s forgivable! They may be similar in certain fashion such as assisting in automating a business process, but in essence they both are different. Here is how:
- Visual Workflow is more of a front-end based tool. It is mainly used when you have to display or collect information through screens making it more visible to the users. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it.
- While Workflows are mainly triggered by events, Visual Workflows are triggered by user actions. However in Visual Workflows, you can also Autolaunch Flows i.e. start a Flow without user interaction. Since they are triggered without user interactions you cannot include steps, choices, screens or dynamic choices in your Autolaunch Flow.
- Flows can fetch, delete, update or even create records on multiple objects but Workflows are defined to affect only a single specified object. The exception to this is the case of Workflows having to update fields on specified object’s related master records.
How to create and trigger Flow?
Flows can be used to execute a business logic, interact with Salesforce Databases, call defined Apex classes and guide user through screens. There are three main aspects of a Flow creation process:
- Designing
- Management
- Flow Runtime
You can create Flows and open Cloud Flow Designer by going through the following steps
Name-> Setup-> App Setup-> Create-> Workflow & Approvals-> Flows-> New Flow.
Once you have defined your Flow you can easily add it to any Visualforce page or you can add your Flow’s URL link to your Salesforce installation’s homepage.
You can create your Flow triggers by going through the same above process and instead of clicking Flow, click Flow Trigger.
User Manual Guide: Case Management App on Salesforce AppExchangeAjeet Singh
1. Introduction to Salesforce Case Management App
2. Installation Process
2.1. Prerequisites for installing Case Management App.
2.1.1. Enable Email-to-Case in your org.
2.1.2. Goto Setup.
2.1.3. Search Email-to-Cases in the Quick Find box
2.1.4. Click on Email-to-Case
2.1.5. Click on Continue
2.1.6. Click on Edit Button
2.1.7. Click on Enable Email-to-Case.
2.1.8. Click on Save.
2.1.9. Go to AppExchange Case Management App.
2.1.10. Click on Get It Now button to install it.
2.2. Installing Case Management App.
2.2.1. The first step involves installing Case Management App from Salesforce AppExchange.
2.2.2. Select the appropriate kind of user.
2.2.3. Click on the Install button.
3. Configuration
4. Page Layout
5. Case Management in Salesforce Case Manager App
Identifying and Prioritizing BPM Projects Based on Quick Wins and Clear Fin...rhefner
We all know that process improvement projects bring clear benefits to the company: less waste, decreased cycle and throughput time, less defects – just to name a few. But determining which projects to undertake for maximum return can be a challenge. Dr. Hefner will present several considerations for selecting which improvement projects to invest in.
During this session you will learn:
* How to generate process improvement projects based on your business goals
* The importance of internal and external customers in identifying improvements
* How to prioritize projects with and without direct ROI
* How project selection matures over time
What is workflow in salesforce? Salesforce Solution ProvidersTkXel
The workflow in Salesforce is certainly not a minor issue to be covered; rather, it covers a large portion of Salesforce. In a basic sense, we can see that workflow is among the strategies to help increase the speed of manual work and reduce time in handling complex processes.
Are you a developer who thinks Visual Workflow (aka Flow) is just for Admins? Join us to learn how to use Apex code and Visualforce to strengthen your Flows, while making your Admin even more powerful. We'll cover how and when to use Flows in a Visualforce page, and how to manipulate events in both the Flow and Visualforce page/controller.
Any structure expected to stand the test of time and change needs a strong foundation! Software is no exception. Engineering your code to grow in a stable and effective way is critical to your ability to rapidly meet the growing demands of users, new features, technologies, and platform capabilities. Join us to obtain architect-level design patterns for use in your Apex code to keep it well factored, easy to maintain, and in line with platform best practices. You'll follow a Force.com interpretation of Martin Fowler's Enterprise Architecture Application patterns, and the practice of Separation of Concerns.
Flow enables developers and admins to easily automate complex processes and execute custom logic with clicks, not code. But you can also manipulate flows programmatically via the Metadata, Tooling and and, as of the Winter 16' release REST API - Flow Runtime. Join us to learn from the engineers who built the API how to manipulate flow with the API. See examples of how this empowers you to build better applications for your customers.
Flow is a powerful business automation tool that can manipulate data in Salesforce in a variety of ways. Such application can be created right from the org’s setup with just drag-drop/point-click. The ease of creating flows makes it the number one go-to tool when it comes to complex business requirements.
Laserfiche 9.2 is almost ready for its debut! This latest update brings new ways to collaborate with colleagues and better integrates Laserfiche Forms and Laserfiche Mobile.
Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand new app and integrate it in your Salesforce or to use existing features in a creative way to achieve the same objective. However Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow.
Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are to object oriented programming, visual flow is to Salesforce. To be more precise, a Flow is a wizard or a set of screens in sequential order which can be used to complete a business process. This business process can be anything like filling out a form, or working on a script, or even filling out a survey. The Flow has the ability to fetch, edit, and create all Salesforce information in an appealing, quick and smart manner.
Difference between Salesforce.com Flow and Workflow
Salesforce Flow or Visual Workflow is often confused with a feature named Workflow in Salesforce and that’s forgivable! They may be similar in certain fashion such as assisting in automating a business process, but in essence they both are different. Here is how:
- Visual Workflow is more of a front-end based tool. It is mainly used when you have to display or collect information through screens making it more visible to the users. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it.
- While Workflows are mainly triggered by events, Visual Workflows are triggered by user actions. However in Visual Workflows, you can also Autolaunch Flows i.e. start a Flow without user interaction. Since they are triggered without user interactions you cannot include steps, choices, screens or dynamic choices in your Autolaunch Flow.
- Flows can fetch, delete, update or even create records on multiple objects but Workflows are defined to affect only a single specified object. The exception to this is the case of Workflows having to update fields on specified object’s related master records.
How to create and trigger Flow?
Flows can be used to execute a business logic, interact with Salesforce Databases, call defined Apex classes and guide user through screens. There are three main aspects of a Flow creation process:
- Designing
- Management
- Flow Runtime
You can create Flows and open Cloud Flow Designer by going through the following steps
Name-> Setup-> App Setup-> Create-> Workflow & Approvals-> Flows-> New Flow.
Once you have defined your Flow you can easily add it to any Visualforce page or you can add your Flow’s URL link to your Salesforce installation’s homepage.
You can create your Flow triggers by going through the same above process and instead of clicking Flow, click Flow Trigger.
Salesforce Lightning Process Builder IS the next-generation workflow toolBMC Software
Providing added flexibility and more power, combining what would have been multiple workflow rules into a SINGLE process. Salesforce Lightning Process Builder is a point and click graphical interface that provides a canvas for administrators to quickly and easily create workflow that used to require complex Apex coding. It has opened the door for administrators to design straightforward workflow that can create and/or update related records, including child records.
Join us to learn how to manage those outlier issues when standard Visualforce, and all other options, will simply become too burdensome to manage. We'll build on use cases with Dynamic Visualforce Components, speaking to these technologies, demoing them, and showing real-life use cases where these have been used in production.
Discover the innovative platform that delivers analytics for the rest of us.
Dynamic Visualization Engine
Information is displayed in a way that helps you learn as you go. Rapid response and interactive visualization looks and feels more like a game than a graph.
High Speed Search-Based Query Index
Free-form navigation of any type of data, structured or semistructured. See the complete picture and get complete answers.
Massively Parallel Infrastructure
Next gen technologies — massively parallel processing, key-value pair data ingestion, search-based exploration — allows you to move through data at unprecedented speed.
100% Vertical Integration
No more abstraction between you and the data you want to explore. Our end-to-end integrated offering means the visualization engine is the query index.
The Power of Monitoring Studio in TrueSightBMC Software
With TrueSight and Monitoring Studio you can incorporate just about any data – including the weather – in to TrueSight Operations Management and correlate the data to events! The weather can have a big impact on the stability of your IT Infrastructure and now you don’t have to worry about turning to your local weather app for the latest update from Mother Nature. With Truesight + Monitoring studio you can track any data you’d like, even when the next heat wave may be a threat to your data center.
At its basic core, the Salesforce Console is an Application Framework that can be leveraged to present all relevant details in context in a single page presentation, integrate with third-party applications, connect with customers via telephony, Live Agent Web chat, and Knowledge integration. Join us to learn about the Salesforce console Integration toolkit, as well as other declarative and programmatic options available to customize and get the most from the Salesforce Console.
Customer Automation Masterclass - Workshop 1: Data Enrichment using ClearbitJanBogaert8
In this first masterclass workshop, you'll learn how to write a custom-coded workflow action aimed at enriching your HubSpot CRM data with company information sourced from Clearbit. This is ideal for sales teams who want to adopt an account-based selling approach or for marketing teams interested in account-based marketing.
6 July 2023 - Stephen Stanley presented a fantasic summary of his opinion of the best features of the Salesforce Summer 23 release. This included some demos. He covered such features as permission sets, retirement (mostly) of profiles, dynamic forms, flows, new report and dashboard features as well as the best new stuff for sales and service cloud.
TAG | Southern California's Premier NetSuite Solution Provider | Presents "NetSuite SuiteFlow 101" by Adam Baruh, Director of NetSuite Professional Services, NetSuite Certified SuiteCloud Developer. In this slideshow, learn WorkFlow basics: what is a WorkFlow and what can I do with WorkFlows. WorkFlows vs. Scripts. Case studies and demos featuring Customer Approval WorkFlow and Sales Order Approval WorkFlows.
#NetSuite tips and tricks.
DF2UFL 2012: Workflows: Making the MOST of Salesforce.com Native FunctionalityJennifer Phillips
DF2UFL 2012
Morning Session: Workflow - Making the MOST of Salesforce.com Native Functionality
Presented by: CloudTrigger [Silver Sponsor] Sean Wolfman
Top 10 highlights salesforce winter 18 releaseNigam Goyal
Salesforce winter 18 release notes.
few highlights.
1.Customizable App Pages
2.Time Field Type
3. More Global actions in LEX
4. Edit More Records at Once with Mass Inline Editing
5.Configure navigation rules to open related records in Console Apps
6.Retain More Debug Logs for Longer
7.One Community, with a Different Look for Each Audience
8. Launch a Flow from an Object-Specific Action (Beta)
9. Take a Guilt-Free Vacation with Out of Office
Preparing for Lightning: Replacing URL Hacks with ActionsMike White
Common URL hacks used in Salesforce Classic are not available in the new Lightning Experience. Learn how to leverage Quick Actions to replace these URL hacks and develop Lightning ready replacements for your users on Classic, Lightning and Salesforce1.
The slide deck used at Intland Academy's online Requirements Management training session conducted on 19 Sep 2019. For more information, visit https://intland.com/training/.
Using power shell to enhance efficiency of your operationMilton Goh
In this slides, I am detailing out how we have adopt PowerShell to help increase the productivity and efficiency of the team within the organization to better equip the necessary skillset for the day-to-day and also to increase the customer satisfactory level of the various clients.
Developing Distributed High-performance Computing Capabilities of an Open Sci...Globus
COVID-19 had an unprecedented impact on scientific collaboration. The pandemic and its broad response from the scientific community has forged new relationships among public health practitioners, mathematical modelers, and scientific computing specialists, while revealing critical gaps in exploiting advanced computing systems to support urgent decision making. Informed by our team’s work in applying high-performance computing in support of public health decision makers during the COVID-19 pandemic, we present how Globus technologies are enabling the development of an open science platform for robust epidemic analysis, with the goal of collaborative, secure, distributed, on-demand, and fast time-to-solution analyses to support public health.
Paketo Buildpacks : la meilleure façon de construire des images OCI? DevopsDa...Anthony Dahanne
Les Buildpacks existent depuis plus de 10 ans ! D’abord, ils étaient utilisés pour détecter et construire une application avant de la déployer sur certains PaaS. Ensuite, nous avons pu créer des images Docker (OCI) avec leur dernière génération, les Cloud Native Buildpacks (CNCF en incubation). Sont-ils une bonne alternative au Dockerfile ? Que sont les buildpacks Paketo ? Quelles communautés les soutiennent et comment ?
Venez le découvrir lors de cette session ignite
In software engineering, the right architecture is essential for robust, scalable platforms. Wix has undergone a pivotal shift from event sourcing to a CRUD-based model for its microservices. This talk will chart the course of this pivotal journey.
Event sourcing, which records state changes as immutable events, provided robust auditing and "time travel" debugging for Wix Stores' microservices. Despite its benefits, the complexity it introduced in state management slowed development. Wix responded by adopting a simpler, unified CRUD model. This talk will explore the challenges of event sourcing and the advantages of Wix's new "CRUD on steroids" approach, which streamlines API integration and domain event management while preserving data integrity and system resilience.
Participants will gain valuable insights into Wix's strategies for ensuring atomicity in database updates and event production, as well as caching, materialization, and performance optimization techniques within a distributed system.
Join us to discover how Wix has mastered the art of balancing simplicity and extensibility, and learn how the re-adoption of the modest CRUD has turbocharged their development velocity, resilience, and scalability in a high-growth environment.
Quarkus Hidden and Forbidden ExtensionsMax Andersen
Quarkus has a vast extension ecosystem and is known for its subsonic and subatomic feature set. Some of these features are not as well known, and some extensions are less talked about, but that does not make them less interesting - quite the opposite.
Come join this talk to see some tips and tricks for using Quarkus and some of the lesser known features, extensions and development techniques.
How Recreation Management Software Can Streamline Your Operations.pptxwottaspaceseo
Recreation management software streamlines operations by automating key tasks such as scheduling, registration, and payment processing, reducing manual workload and errors. It provides centralized management of facilities, classes, and events, ensuring efficient resource allocation and facility usage. The software offers user-friendly online portals for easy access to bookings and program information, enhancing customer experience. Real-time reporting and data analytics deliver insights into attendance and preferences, aiding in strategic decision-making. Additionally, effective communication tools keep participants and staff informed with timely updates. Overall, recreation management software enhances efficiency, improves service delivery, and boosts customer satisfaction.
SOCRadar Research Team: Latest Activities of IntelBrokerSOCRadar
The European Union Agency for Law Enforcement Cooperation (Europol) has suffered an alleged data breach after a notorious threat actor claimed to have exfiltrated data from its systems. Infamous data leaker IntelBroker posted on the even more infamous BreachForums hacking forum, saying that Europol suffered a data breach this month.
The alleged breach affected Europol agencies CCSE, EC3, Europol Platform for Experts, Law Enforcement Forum, and SIRIUS. Infiltration of these entities can disrupt ongoing investigations and compromise sensitive intelligence shared among international law enforcement agencies.
However, this is neither the first nor the last activity of IntekBroker. We have compiled for you what happened in the last few days. To track such hacker activities on dark web sources like hacker forums, private Telegram channels, and other hidden platforms where cyber threats often originate, you can check SOCRadar’s Dark Web News.
Stay Informed on Threat Actors’ Activity on the Dark Web with SOCRadar!
Advanced Flow Concepts Every Developer Should KnowPeter Caitens
Tim Combridge from Sensible Giraffe and Salesforce Ben presents some important tips that all developers should know when dealing with Flows in Salesforce.
top nidhi software solution freedownloadvrstrong314
This presentation emphasizes the importance of data security and legal compliance for Nidhi companies in India. It highlights how online Nidhi software solutions, like Vector Nidhi Software, offer advanced features tailored to these needs. Key aspects include encryption, access controls, and audit trails to ensure data security. The software complies with regulatory guidelines from the MCA and RBI and adheres to Nidhi Rules, 2014. With customizable, user-friendly interfaces and real-time features, these Nidhi software solutions enhance efficiency, support growth, and provide exceptional member services. The presentation concludes with contact information for further inquiries.
Experience our free, in-depth three-part Tendenci Platform Corporate Membership Management workshop series! In Session 1 on May 14th, 2024, we began with an Introduction and Setup, mastering the configuration of your Corporate Membership Module settings to establish membership types, applications, and more. Then, on May 16th, 2024, in Session 2, we focused on binding individual members to a Corporate Membership and Corporate Reps, teaching you how to add individual members and assign Corporate Representatives to manage dues, renewals, and associated members. Finally, on May 28th, 2024, in Session 3, we covered questions and concerns, addressing any queries or issues you may have.
For more Tendenci AMS events, check out www.tendenci.com/events
First Steps with Globus Compute Multi-User EndpointsGlobus
In this presentation we will share our experiences around getting started with the Globus Compute multi-user endpoint. Working with the Pharmacology group at the University of Auckland, we have previously written an application using Globus Compute that can offload computationally expensive steps in the researcher's workflows, which they wish to manage from their familiar Windows environments, onto the NeSI (New Zealand eScience Infrastructure) cluster. Some of the challenges we have encountered were that each researcher had to set up and manage their own single-user globus compute endpoint and that the workloads had varying resource requirements (CPUs, memory and wall time) between different runs. We hope that the multi-user endpoint will help to address these challenges and share an update on our progress here.
Why React Native as a Strategic Advantage for Startup Innovation.pdfayushiqss
Do you know that React Native is being increasingly adopted by startups as well as big companies in the mobile app development industry? Big names like Facebook, Instagram, and Pinterest have already integrated this robust open-source framework.
In fact, according to a report by Statista, the number of React Native developers has been steadily increasing over the years, reaching an estimated 1.9 million by the end of 2024. This means that the demand for this framework in the job market has been growing making it a valuable skill.
But what makes React Native so popular for mobile application development? It offers excellent cross-platform capabilities among other benefits. This way, with React Native, developers can write code once and run it on both iOS and Android devices thus saving time and resources leading to shorter development cycles hence faster time-to-market for your app.
Let’s take the example of a startup, which wanted to release their app on both iOS and Android at once. Through the use of React Native they managed to create an app and bring it into the market within a very short period. This helped them gain an advantage over their competitors because they had access to a large user base who were able to generate revenue quickly for them.
Unleash Unlimited Potential with One-Time Purchase
BoxLang is more than just a language; it's a community. By choosing a Visionary License, you're not just investing in your success, you're actively contributing to the ongoing development and support of BoxLang.
Code reviews are vital for ensuring good code quality. They serve as one of our last lines of defense against bugs and subpar code reaching production.
Yet, they often turn into annoying tasks riddled with frustration, hostility, unclear feedback and lack of standards. How can we improve this crucial process?
In this session we will cover:
- The Art of Effective Code Reviews
- Streamlining the Review Process
- Elevating Reviews with Automated Tools
By the end of this presentation, you'll have the knowledge on how to organize and improve your code review proces
Modern design is crucial in today's digital environment, and this is especially true for SharePoint intranets. The design of these digital hubs is critical to user engagement and productivity enhancement. They are the cornerstone of internal collaboration and interaction within enterprises.
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoamtakuyayamamoto1800
In this slide, we show the simulation example and the way to compile this solver.
In this solver, the Helmholtz equation can be solved by helmholtzFoam. Also, the Helmholtz equation with uniformly dispersed bubbles can be simulated by helmholtzBubbleFoam.
4. Lightning Process Builder
• Create your processes using a convenient visual
layout with point-and-click efficiency
• Create your whole process in one place rather
than using multiple workflow rules
• Create a shared canvas for IT and Business to
collaborate .
• Stop using Apex code to automate simple tasks.
Add logic using drag & drop tools.
• Build for admins but developers like it too.
5. Lets Imagine Few Scenarios
Set an Account Owner based on Record Criteria
Populate a lookup field on record update
Post a Chatter message based on record criteria
Submit a Quote for Approval when Opportunity Stage = Proposal
Launch a Flow via record criteria vs. a button or link
Populate a text field with object ID
Assign Ownership to a Custom Object based on criteria
Clone an opportunity and change field values.
Traditionally these scenarios requires a trigger, Process Builder allows administrator
can do this without the use of code.
6. Agenda
1. Advantages
and Actions we
can do with
powerful and
flexible Process
Builder
2. Usage : To see
how this
functionalities
gives Salesforce
admin more
power
3. Examples :
Discussing business
use case and demo
to understand how a
company runs
automated process
8. Create a record
Workflow was limited to
just field updates,
creating tasks and email
alerts. With Process
Builder we can create a
record and set the field
values within the
record.
9. Launch a
flow—as an
immediate or a
scheduled
action
Process Builder can be
used to set record criteria
and then launch a trigger
ready flow based on that.
Only ‘trigger-ready’ flows
can be selected.
11. Post to Chatter
If you are trying to keep
your communication within
Salesforce, it’s obvious
how the Post to Chatter
action will benefit you in
relation to just a
straightforward email alert.
12. Submit for
approval
Traditionally you needed a
trigger to automatically
push a record into an
approval process. With
Process Builder you can
do this automatically
based on the criteria of
the Process.
13. Use a quick
action to create
a record,
update a
record, or log a
call
A Shortcut to add quick
actions like create a
record, update a record, or
log a call or global actions
.
14. Cross object
update
Update any related
record—not just the
record or its parent
.Populate a lookup/cross
object field based on
certain criteria with
process builder (Custom
Object looks up to
Opportunity looks up to
Account, yup you can
update the Account based
on criteria changes on the
custom object)
15. Call an Apex
Class
You can use process
builder to invoke Apex
code you have written
within Salesforce. Apex
code can be anything from
custom logic to save a
record to complex
business processes. Also
you can use code for
outbound message inside
Apex class & call it in
process builder.
17. And more:
Simple triggers like populating a lookup field based on
certain criteria, can now be automated in process builder
without any code required.
Send an email – an email alert can be
automated in process builder on certain criteria.
21. Use Case I
Kate is working as System
administrator at Universal
Container.
She has received a
requirement to post
Opportunity details (with
Opportunity link) to the
related Account Owner’s
feed, whenever an
Opportunity gets created
with an amount greater than
$100k.
22. Use Case II
Steven Greene is working as
System administrator in
Universal Container.
He has received a
requirement from the
management, whenever a
quote is accepted by the
customer, then auto update
related quotes from the
same Opportunity to Denied.
23. More Use Cases
Jenifer is a sales rep and she has a requirement that If a high-value opportunity is
closed and won, create a draft contract and a follow-up task for the account owner.
Rachel Gillett is working as System administrator in Universal Container. They have
created a custom object called as Time Sheet, to allow their sales reps to enter the
time they spent on a customer site (i.e. Against Account object). The Time Sheet
object has a lookup relationship with Account object and Feed tracking is turned off for
Time Sheet object. Rachel has received a requirement from the management, when a
Sales rep creates a Time Sheet from Account object using quick action, system auto
generates a chatter post . They want to auto delete post generated from Quick Action.
George is working as System administrator in Universal Container. He has received a
requirement from the management, to auto create/generate a new Opportunity with
opportunity line items based on the close date of a existing opportunity.
24. Process Builder Limitations
Editing – Users cannot edit a process once it has been activated. Therefore much
like with flow a new process needs to be created by cloning the initial process and
making modifications to that cloned record.
Autosave – Won’t allow a user to cancel out of a process when they have made
unwanted changes (Autosave + Undo = Perfection).
Troubleshooting - UI does not allow an Admin to tell who created a Process, when it
was created, or the ID for that Process. Also all troubleshooting must be done in the
debug log.
Validation – Processes DO NOT trigger Validation rules and can therefore invalidate
data.
Deletion – Inactive Processes cannot be deleted for at least 12 hours after
inactivation and do not appear in the Recycle Bin.
25. Process Builder Limitations
Order – You can’t change the order of criteria nodes or actions, after you add them
the only way to reorder is to delete them and start over.
Syntax – Picklist fields are evaluated as text fields in process builder so they won’t
support any picklist formulas like ISCHANGED or ISNEW. Note – with Spring 15 the
formula ISCHANGED is now a function vs. a formula and will work with picklists.
Setting field values - You cannot populate a field with a formula in process builder.
You can only manually enter a literal or select another variable (i.e. field). To populate
a text field with a formula create a separate formula field and then reference that in
your process
Error messages – You cannot specify error messages when creating a process that
doesn’t trigger like you can with flow or validation rules.
Formula Help – When utilizing a formula in criteria there is no function help preview
next to the Syntax.
26. Resources
Want to learn more about which tool to use? Check out this
resource for Choosing The Right Automation Tool.
https://www.youtube.com/watch?v=qUTJu-thcgo
https://www.youtube.com/watch?v=ceHAqkx7m0I
https://www.youtube.com/watch?v=XgjlPWaElRc
Process Builder
Announced during Dreamforce ’14, it is now generally available with the Spring ’15 release.The Lightning Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. Instead of doing this repetitive work manually, you can configure processes to do it automatically. The Process Builder’s simple and powerful design allows you to automate processes.
You can watch introduction video herehttps://www.youtube.com/watch?v=hDYstN-M30UEnhanced admin tool to extend what we can accomplish with clicks not code, beyond the previous capabilities of Workflow. Cross Object Updating is finally here! How much is it? Free! It became generally available with Spring 15 release. Where is it? Setup | Create | Workflow & Approvals | Process Builder
Why Did We Build Process Builder?
We wanted to give everyone in a company, regardless of coding background, the ability to automate processes and build powerful applications in Salesforce.
The Lightning Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. Many of the tasks you normally assign, the emails you regularly send, and other record updates are vital parts of your organization's standard processes. Instead of doing this repetitive work manually, you can configure processes to do it automatically. The Process Builder’s simple and powerful design allows you to:
Create your processes using a convenient visual layout with point-and-click efficiency
Create your whole process in one place rather than using multiple workflow rules
Create processes by working together in one UI with different teams in your business
Stop using Apex code to automate simple tasks
Process builder can assign ownership based on object criteria and
set an order of actions.
However, processes require a user to create a new process each
time a change is needed. It can become a burden to administer
these rules via Process Builder as the more rules you have, the
more unwieldy it will become. Once you get too complex a custom
option may be required.
Although Process Builder can create a new record it cannot
reference any of the values from the cloned opportunity without
the use of a Flow to capture the opportunity values (NB this can
probably be done with Flow and Process Builder but the quickest
approach right now is to use a trigger).
Automated processes in the Process Builder consist of criteria that determine when to execute action groups, and immediate and scheduled actions to execute when those criteria are met. Any change that causes a record to match the criteria can automatically trigger the action group.
You can use the more powerful and flexible Process Builder to perform the same actions as workflow. The Process Builder doesn’t support outbound messages, but you can easily create one yourself with Apex. With the Process Builder, you can:
Create a record
Update any related record—not just the record or its parent
Use a quick action to create a record, update a record, or log a call
Launch a flow—as an immediate or a scheduled action
Send an email
Post to Chatter
Submit for approval
If you need your process to do more than what those actions allow, don’t worry. You can also call Apex from a process.
Also we can compare it with other automation tools, to know the difference and advantage over others
How Does This Differ From Our Existing Workflow Tools?
The new Process Builder combines the functionality of workflow rules and approvals into one new tool called the Process Builder. If you’re familiar with workflow, you can use the Process Builder to perform all of the same actions (with the exception of outbound messages), but with more power and flexibility. Processes can automate every action that can be automated in a workflow rule, with the exception of outbound messages, but flows should be used to automate more complex business processes.
Enhanced admin tool to extend what we can accomplish with clicks not code, beyond the previous capabilities of Workflow! It became generally available with Spring 15 release. Where is it? Setup | Create | Workflow & Approvals | Process Builder
Solution of above business requirement
There are a few possible solutions for the above business scenario, but I’ll use Process Builder to solve the above business requirement. Follow the below instructions to create a Process for the above business requirement
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder2. To create a new process from scratch, click on the New Button available on Process management page, A popup will appear where you have to enter the Name (Use Update related quotes to Denied as name), API Name and Description as shown in the below screenshot
Define Process Properties
3. Click on Object node to add object and then select Quote object. For the entry criteria, Select when a record is created or edited, as shown in the below screenshot, once you are done click on the Save button
Evaluation Criteria
4. The next task is to add Process Criteria, To do this click on Add Criteria, enter Name, Type of action and set filter conditions (In this case set [Quote].Status Equals Accepted) and click on the Save button as shown in the following screenshot
Process Criteria
5. The next step is to add an Immediate action to Process. Click on Add Action (Under Immediate actions), Select the type of action to create (In our case Update Records). Use Field Picker to select the object as shown in the following screenshot to select the object
Select related quote object
Then select Updated records meet all conditions option for field Criteria for Updating Records, as shown in the following screenshot
Define Additional Conditions
The next step is to set the conditions that you want to use to filter out the records and at the end set new field values for the records you update, as shown in the following screenshot
Add Action – Update Records
6. Once you are done, click on the Save button, it will redirect you to Process canvas. Finally the Process will look like the following screenshot
Don’t forget to active the Process by clicking on the Activate button.
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How a record gets approved Example: Managers approve their direct reports’ requests for vacation.
What to do when a record has certain values Example: Notify the account owner when a related case is escalated.
Collecting information from users or customers and then doing something with that information Example: Customer support uses a wizard to step through a call script, and cases are created based on the information that they enter.