Dreamforce 17 - Process Automation Showdown Session 1

1. Process Automation Showdown
Session #1
aedelstein@salesforce.com, @alexed1
Alex Edelstein, Sr. Director Product Management – Process Automation

2. Forward-Looking Statements
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3. Lightning Flow
Two great ways to automate your processes
Easy to Use and Surprisingly Versatile
Process Builder Visual Flow
Our powerful and extensible workflow environment

4. Watch, Learn, and VOTE!
Who will win? It’s up to you!

5. First Competitor:
Jennifer W. Lee
Salesforce Business Consultant
@jenwlee

6. Meet Jennifer W. Lee
Salesforce Business Consultant, John Hancock
Salesforce MVP, Summer ’16-’17
Blogger: Jenwlee.wordpress.com
Automation Hour Co-Host (AutomationHour.com)
Trailhead Addict – 310 Badges (full count a/o Oct Otter
Release)
Presenter: Dreamforce ‘16-17, Boston and NYC World Tours,
Southeast Dreamin’ 17, Salesforce User Groups
Social Media Manager for WiT Diversity
Twitter: @jenwlee

7. Use Case: Highlight Additional Contact Details
Business Requirements
• Agent/rep needs to quickly/easily
locate contact information, such as
if the contact
• Is a premier client (i.e. account
attribute),
• Is the primary contact (i.e. related
contact),
• Has open cases (w/count), and
• Has open opportunities (w/count)
For the purposes of this demo, I will
focus on solution that addresses the
requirement to display the open cases
(w/count).

8. The Solution: Visual Workflow

9. The Solution: Visual Workflow
Ingredients
• Create a Flow that does the following:
• Fast Lookup open cases
• Decision if any open cases were found
• Loop:
• Record Lookup Case Number and Case Subject
• Perform Assignment – add screen info and increment
case count
• Decision for screen to display (Has Cases or No Cases)
• Screen shows additional contact info
• Add flow component to Contact Lightning page via App Builder

10. The Demo

11. Next Competitor:
Mike Gill
Technical Architect
@agentgill

12. Meet Mike Gill
Technical Architect with 10K Advisors
Salesforce MVP Winter 15’
Blogger at Salesforceweek.ly
Co-Leader London Admin User Group
Dreamforce Presenter 2015 & 2016
Co-presenter for Release Readiness Webinar on the Success
Community
Trailhead Ranger – 100+ Badges
Twitter: @agentgill

13. Use Case: Case Summary Calculator
Business Requirement
• Display the Total Number of Closed & Open Cases against an Account
• Let’s create a Roll-up Summary field…
• Hold on… I cannot create a Roll-Up Summary field
• Why – Standard Roll-up fields are only available when the object relationship is Master-Detail
• What are our options:
• Create & use a report
• Use an App… something like Declarative Lookup Roll-Up Summaries (dlrs) or the Roll-up Helper App
• Write some Apex… Code is cheating!
• Or we create our own using Process Builder & Flow (the ultimate classic example)

14. The Solution: Flow with the help of Process Builder
Ingredients
• First we create some Custom Fields field on the Account object to store Total Closed Cases and Total
Open Cases
• Next we create our Flow will handle the summarization & calculate our Totals
• Lookup all Cases for a given Account
• Loop over each Case and determine if case is Open or Closed
• Count the number of Cases for each
• Update the Account with the Totals
• Lastly we use Process Builder on the Case to auto-launch our Flow
• Pass in our Account Id to kick start the calculation process

15. The Demo

16. Next Competitor:
Amanda Matczynski
Operations Supervisor
@agmatczynski

17. Meet Amanda Matczynski
Operations Supervisor, Wolf & Company, P.C.
Certified Salesforce Administrator
Co-Leader Boston User Group
Trailhead Ranger – 100+ Badges
2017 Boston World Tour Awesome Admin
Twitter: @agmatczynski

18. Business Requirements
• Create contract when an opportunity is closed won
• Relate original opportunity to contract
• Relate opportunity products to contract
• Submit contract for approval
Use Case: Auto-Create Contract

19. The Solution: Process Builder
Ingredients
• Field setup
• Create/Enable necessary lookup fields on Contract, Opportunity, and Opportunity Products objects
• Create Contract Approval Process
• Process Builder on the Opportunity object when record is created or edited and Stage is Closed Won
• Create Contract and store Opportunity on the Contract Object
• Update Opportunity Products with new Contract ID
• 2nd Process Builder on the Contract object when record is created
• Update Opportunity with new Contract ID.
• Submit Contract for approval
• Update Contract status to “In Approval Process”

20. The Demo

21. Next Competitor:
Michael L Barnes
Director, Salesforce.com
Administration
michael.barnes@golfchannel.com
@BarnesMichaelL

22. Meet Michael L Barnes
Director, Salesforce.com Administration, GolfNow
Salesforce Admin since 2010
Degrees in Electrical Engineering (Georgia Tech) and MBA
(University of Florida)
Certified Administrator (‘13), Advanced Administrator (‘15) and
Platform App Builder (‘16)
Presenter: Dreamforce ‘14, Salesforce Chatter Recognition,
Dreamforce ‘15, Salesforce Partner Community, Dreamforce ‘17
Flow & Process Builder Best Practices
Active contributor to the Success Community
Twitter: @BarnesMichaelL

23. Use Case: Case Status Tracker
How much time do cases spend in any particular status?
• Case History has the data, but calculations are a challenge
• Need to better understand Support Process to eliminate gaps
How many times are cases bouncing back to a status?
• Same problems here, counting records and grouping statuses can be difficult
• Managers need to know what is delaying case closings
• With a solution, we meet our SLAs!

24. Problem Solved with Process Automation
Tools you need
• Custom Object
• Master-Detail Relationship field
• Picklist Field
• Two (2) Numeric Fields
• Two (2) Formula Fields
• Case Object
• Roll-up Summary Field
• Two (2) Formula Fields
• Custom Text Field
• Flow
• Process Builder
• Workflow with Field Update
• NO CODE NEEDED
Case Time Tracker

25. Demo

26. One More Thing…

27. Bonus Use Case: Flow as a Survey
Tool
bit.ly/showdownvote1

28. And the winner is…