The document summarizes four automation use cases presented by various Salesforce MVPs at a Process Automation Showdown event. The use cases include: 1. Using Process Builder and a Flow to delete inactive contacts and their related cases while keeping data intact for reporting. 2. Using Process Builder to update sibling records and mark the most recent activity on an account for reporting purposes. 3. Using a Flow to loop through and count open cases on an account to roll up the total to a custom field on the account using Process Builder. 4. Using Process Builder and invocable Apex to automatically convert marketing-qualified leads when their rating is set to "Hot".

1. Four Things You Didn’t Know
You Could Automate
Shelly Erceg – Director of Product Management,
Process Automation
Jennifer W. Lee, Chris Edwards, Michael Gill,
Rakesh Gupta – Salesforce MVPs
MVP Process Automation Showdown

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3. MVP Process Automation Showdown
Four Things You Didn’t Know You Could Automate
#SafeHahbah: This contest is not sponsored, endorsed or administered by, or associated with Salesforce. The big meanies.

4. First Competitor:
Jennifer W. Lee

5. Jennifer W. Lee
Salesforce Business Consultant, John Hancock
Salesforce MVP
BWT #AwesomeAdmin Award Recipient
Trailhead Addict – 150 Badges!
Co-host of Salesforce Automation Hour
Social Media Manager for WiT Diversity
Blogger: Jenwlee.wordpress.com
@jenwlee

6. Use Case: Delete a Record, Delete Related Records
Business Requirements
• Need ability to specify if a contact is inactive
• Delete inactive contacts and related records (cases)
• Contact and its related records must stay intact for
reporting purposes for the calendar year

7. The Solution: Process Builder w/ Help of Flow
Ingredients
• Create a Status picklist and Deletion Date field on the Contact object
• Process Builder on the Contact object when record is created or edited
where Status is Inactive
• Immediate Action: Update Deletion Date to Jan 1st next year
• Scheduled Action (0 days after the Deletion Date):
• Launch a flow Delete Cases and Contact

8. The Demo

9. Next Competitor:
Chris Edwards

10. Chris Edwards
Solution Architect @ Mavens
Salesforce MVP
Writer @ SalesforceWeek.ly
Co-Leader @ London Admin User Group
@Chris_SFDC

11. Use Case: Report on Most Recent Record
Ever wanted to report on, or easily find, only the most recent record from a set?
Example: Report on accounts and their most recent completed activity.
Out of the box options:
• Option 1: Accounts report type using Last Activity Date field
• Option 2: Activities with Accounts report type

12. The Solution: Update Sibling Records
First, some facts:
• #1: Process Builder is awesome because it can update (any type of) parent record
• #2: Process Builder is double-awesome because it can update child records
• #3: Process Builder is super-mega-off-the-charts awesome because you can combine these powers!
The ingredients:
• Custom Field: Most Recent (checkbox, on Activity object)
• Report Filter: Most Recent = TRUE
• Process Builder: on Task object (created or edited) with criteria of Status = ‘Completed’
• Update Records #1: update all parent’s child tasks to Most Recent = FALSE
• Update Records #2: update triggering task to Most Recent = TRUE

13. The Demo

14. Next Competitor:
Mike Gill

15. Mike Gill
Technical Architect
Salesforce MVP
Writer @ SalesforceWeek.ly
Co-Leader @ London Admin User Group
@agentgill

16. Use Case: Roll Up Total Open Cases to Account
• Business Requirement: Track the total number of open Cases on an Account
• OK, let me just create a roll-up summary field between Case and Account…
Oh no! What’s this? Roll-up summary isn’t available? #BigSigh
• Standard out-of-the-box options:
• Other options:
• Option 1: Use a standalone report
• Option 2: Install an app like Declarative Lookup Rollup Summaries or Rollup Helper
• Option 3: Write some Apex

17. The Solution: Flow Roll-Up Summaries
First, some facts:
• #1: Standard roll-up summaries are only available for Master-Detail relationships – but don’t sweat it!
• #2: Process Builder has many automation tricks, none more flashy that running Flows!
• #3: If Flow was a calculator, it would be this super fantastic counting machine able to count anything!
The ingredients:
• Custom Field: Total Open Cases (number, on Account object)
• Flow: Auto-launched flow for looping through and counting open cases, and updating
field on Account
• Process Builder: on Case object (created or edited) where Case.Account is not null, to launch the Flow

18. The Demo

19. Final Competitor:
Rakesh Gupta

20. Rakesh Gupta
Solution Architect
Salesforce MVP
Author of ‘Learning Salesforce Visual Workflow’
Co-Host of Salesforce Automation Hour
Blogger @ automationchampion.com
Leader @ Mumbai User Group
@rakeshistom @automationchamp

21. Use Case: Auto-Convert Marketing Qualified Leads
Business Requirements:
• Need ability to auto convert marketing-qualified leads
when the rating is Hot
Standard out of the box options:
• Manual process
Other options:
• Option 1: Write Apex Trigger
• Option 2: Use Batch Apex

22. The Solution: Process Builder w/ Help of Apex
Ingredients:
• Create an invocable Apex class AutoConvertLeads
• Process Builder on the Lead object when record is created or edited where Rating is Hot
• Immediate Action:
• Action Type : Apex
• Launch the AutoConvertLeads Apex class to auto convert leads

23. The Demo

24. One More Thing…

25. bit.ly/showdownvote
Bonus Use Case: Flow as a Survey Tool

26. Thank Y u