Lightning Process Builder Growing Role Salesforce Admin
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Presented in the Admin Theatre at London World Tour on 19 May 2016.
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Lightning Process Builder Growing Role Salesforce Admin
- 1. The Lightning Process Builder and the Growing Role of the Salesforce Admin Admin Theatre – World Tour London Adam Pearless Nimbostratus adam@nimbostratus.co.uk @NimbostratusCo
- 2. Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
- 3. Introduction The Lightning Process Builder and the Growing Role of the Salesforce Admin
- 4. Salesforce Admin since 2009 6 x Salesforce certified Instructor at Salesforce University Implementing solutions for customers Based in Bristol, United Kingdom Twitter: @NimbostratusCo LinkedIn: /adampearless Blog: www.nimbostratus.co.uk Salesforce Rockstar Adam Pearless
- 5. 1. To understand what the Lightning Process Builder is, and see it in action… 2. To see how this functionality gives you as an admin more power… 3. To see how this brings you as an admin into the conversation on how your company runs The Lightning Process Builder and the Growing Role of the Salesforce Admin Key Takeaways
- 6. Introducing the Lightning Process Builder The Lightning Process Builder and the Growing Role of the Salesforce Admin
- 7. An overview Introducing the Lightning Process Builder A Business Process Automation Tool Allows for a sequence of actions to be fired based upon complex business logic Removes the need for users to complete repetitive manual work Enforces standardized and efficient business processes A user friendly interface
- 8. An overview Introducing the Lightning Process Builder Powerful declarative functionality Reduces the reliance on apex triggers Putting you as the admin in control! Provides enhanced functionality over workflow rules
- 9. Identify business goals and challenges Work with the key stakeholders from your business We need to streamline and standardize our sales process across teams I’ve noticed the sales team rely too much on setting reminders and we need to increase productivity We want to improve collaboration between teams so that everyone knows what’s going on with our customers
- 10. Which Object? Build the Process
- 12. When criteria is true Set Immediate Actions
- 13. In relation to NOW or a date field Schedule time based actions
- 14. The Power of the Lightning Process Builder The Lightning Process Builder and the Growing Role of the Salesforce Admin
- 15. Not just a task Create a Record
- 16. Not just the record or its parent, eg child records Update any Related Record
- 17. To create a record, update a record, or log a call Use a Quick Action
- 18. Based on criteria rather than a user click Launch a Flow
- 19. With a template just like workflow Send an Email
- 20. To the record and it’s followers or a group Post to Chatter
- 21. Without needing the user to click submit Submit for Approval
- 22. Previously not available to the admin An increased range of powerful actions
- 23. No more creating and maintaining multiple workflow rules and actions Use a combination of criteria and groups of actions in one singular process
- 24. A greater degree of control in the sequential order of actions
- 25. Clicks not code All of this can be created declaratively by the admin!
- 26. Demo The Lightning Process Builder and the Growing Role of the Salesforce Admin
- 27. Business Goal: Demonstration When a new business opportunity is won we need to automate aspects of the new customer onboarding process and ensure that teams collaborate. We also need to make sure that we don't miss out on renewal opportunities
- 28. Create a case and assign it to the Compliance Team to complete a credit check Post to the Onboarding Chatter group Schedule a new opportunity to be created for renewal next year Type = “New Business” && Stage = “Closed Won” When an opportunity meets the criteria…
- 29. Demo The Lightning Process Builder and the Growing Role of the Salesforce Admin
- 30. The Growing Role of the Salesforce Admin The Lightning Process Builder and the Growing Role of the Salesforce Admin
- 31. A key player in the team Collaboration with Stakeholders
- 32. Process PlatformPeople Putting Salesforce at the Centre of the Business The Lightning Process Builder brings it all together…
- 33. Salesforce Admin Operational Strategic People Technology A seat at the table, a voice in the conversation The Salesforce Admin at the Centre of the Business
- 34. thank y u
Notas del editor
- Here’s the Safe Habor Statement - to remind us that you should always make your salesforce buying decisions based on the currently available features… which we are talking about today
- My name is Adam Pearless and I started out as a Salesforce Admin back in 2009. I currently have 5 salesforce certifications and have also had the opportunity to be an instructor at Salesforce University, helping other admins to get certified. I now spend my time implementing Salesforce solutions for customers, and I’m based in Bristol, in the UK. Please feel free to follow me on twitter @NimbostratusCo, or to add me on LinkedIn. I also blog occasionally at nimbostratus.co.uk
- Now, I have THREE key takeaways for you in this session: To understand what the Lightning Process Builder is and to see it in action. I’m going to give you a tour of the process builder and show you a live demo, so that you know what it is and how to drive it. For you to see how this increased functionality gives you as an admin more power. There’s so much that we can now achieve with the Process Builder, functionality beyond that we had previously, adding to our automation tool kit. But most importantly…. I want you to see how this brings you as an admin into the conversation on how your company runs. We can now play a key role in decision making at an operational and strategic level within our organizations.
- It’s a business process automation tool, which allows for a sequence of actions to be fired based on complex (or simple) business logic. It removes the need for our users to complete manual repetitive work > Saving us time. It enforces standardized and efficient business processes > Making sure we do things the right way, every time. It also comes with an attractive and user-friendly interface > making it easy for us to see what’s happening
- And what does it mean for the Salesforce Admin? It gives us powerful declarative functionality, reducing our reliance on apex triggers, providing enhanced functionality over workflow rules, putting you as the admin in control.
- The Lightning Process Builder is all about the automation of business processes – So first we need to work with the key players in our business to identify our goals, our areas for improvement, to find out what problems we are having, and to work out what we need to do to overcome these challenges. So here are some senior stakeholders, and let’s see what they are saying… Our Regional Sales Manager says… How can we save our sales reps time and make them more productive? We can use the process builder to automate their manual repetitive work, giving them more time to focus on selling Our VP of Global Sales says… How can we ensure that our sales reps follow a consistent sales process? We can use the process builder to help automate quotes for opportunities, automatically submitting discounts for approval and generating orders when opportunities are won –making sure we do things the right way every time Our Customer Support Director says… How can we increase collaboration? We can use the process builder to automatically post to chatter when customers have problems or when is big project is about to kick off.
- So I’ll now take you through the steps of creating a process. First select your object, for example opportunity, and decide when you want the process to start. Do you want to apply the process to new records, or to new and existing records? We also have an option here to evaluate the record multiple times, if for example the record is also updated by another workflow or process.
- We then define the criteria – under what conditions do we want to fire some actions? You can specify the conditions, or use a formula, or choose to fire the actions every time.
- We then decide which actions we want to fire immediately when the criteria evaluates to TRUE. You can see the full range of actions here – which we’ll discuss in more detail later.
- We can also add scheduled actions into our process to happen a later time, for example 14 days after an opportunity has closed, or a year from now.
- We can create new records! This is a really powerful and new action, that we couldn’t really do with workflow. And this is for any object not just a task. This is a real opportunity to remove the manual work for our users – to make our sales process streamlined and efficient. We could use this to automatically create a quote when an opportunity reaches a certain stage, and to automatically create orders and contracts when the opportunity is closed won.
- We can perform record updates! This builds on workflow as we can now update ANY related record as well as the record itself, the parent record, and child records
- If you are using Quick Actions in Salesforce1 or in the Chatter Publisher - or now with the new Lightning Experience - you can also use these actions here in your processes to create new record, update a record or to log a call.
- We can also launch a flow from a process. If you like the power of the Lightning Process Builder you should definitely check out Visual Workflow. It has a range of similar powerful actions, based on more complex decision logic – and we can now fire a headless flow from a process, without needing the user to manually click a button. People are doing some really cool things with flow, and if you want to know more about Visual Workflow then I recommend you attend a session to take a closer look.
- Just like workflow we can use email to send a notification as an action…or
- If you want to be slightly more ‘with-it’ you can post an update to chatter. This is something new and really cool for the admin using the process builder. You can now automatically post to chatter to make sure everybody knows what’s going on – you can @mention users, you can post to chatter groups and you can post to records and their followers.
- Another great action now available to us in being able to submit records for approval. If you’re using approval processes we were previously reliant on the user remembering to click the ‘submit for approval’ button. Now we can put records automatically into an approval process based on meeting the criteria which we define.
- Our VP of Sales says….
- So this is what we’re going to do to meet the challenge of the business goal…
- As we have seen the Lightning Process Builder opens up new avenues for the Salesforce Admin. We build processes to help drive our business – And to do this we need to be collaborating with the key players, the head of sales, the director of customer support, even the CEO, so that we can help realise the strategic vision for our organizations and to bring the business processes into life
- So you can see that the Lightning Process Builder brings it all together: We find ourselves collaborating with our people, to define the business process, and building it on the salesforce platform. And this put Salesforce at the centre of our business.
- And if Salesforce is at the centre of our business – what does this mean for the Salesforce Admin? We collaborate with our key stakeholders and can be the voice of our users. We have the powerful functionality of the Lightning Process Builder and the Salesforce platform at our fingertips – Enabling us to have input on how our companies run operationally on a day to day basis – and enabling us to help shape our organization’s strategic vision for the future