You are on page 1of 9

www.salesforce.

com/training
Copyright 2015 salesforce.com, inc.
All rights reserved. Various trademarks held by their respective owners.

Agenda

What is Lightning Process Builder


Capabilities of Lightning Process Builder
Use case for Lightning Process Builders
Supported Actions of Lightning Process
Builder
Consideration for Lightning Process Builder
Demo
Q&A

Lightning Process Builder


Next Generation Workflow

New
Actions
Workflo
w Rules
M
u
l
t
i
p

Lightning Process Builder


Lightning Process Builder lets you
automate business processes
using a visual interface.
Processes allow you to execute
actions
when
certain
conditions are met.
You can add multiple groups of
criteria and associate actions
with each criterion.
You can create immediate and
scheduled actions.
You can use versioning to easily
track and maintain processes.
Setup | Create | Workflow &
Approvals | Processes

Use Cases for Lightning Processes

Send an email reminder to the


recruiting team if a candidate
has not replied within ten days
of sending an offer letter.

Update all the mailing


addresses on all child
contacts when a billing
address is changed on
an account.

Create records and


notifications based on stages
of a position and schedule
follow-up tasks that execute
based on changes to
records.

Create an order record with


the data in the opportunity and
associated account when the
opportunity stage changes to
closed and won.

Actions Supported in Lightning Processes


Actions

Description

Create a record

Create a new record.

Update records

Update fields on records or any related records.

Send an email

Send an email using an email alert.

Post to Chatter

Post to the feed of a user, a Chatter group, or the record


that started the process.

Use a quick action

Use an object-specific or global action to create a record,


update a record, or log a call.

Submit for approval

Submit a record for approval without requiring users to


submit manually.

Launch a flow

Trigger an autolaunched flow to automate complex


business processes.

Call Apex

Call an Apex method to add customized functionality.

Workflow rules support a subset of these actions: create a task,


update a field on a record or parent record, and send an email.

Considerations for Lightning Processes


General

Scheduled Actions

Processes do not support


outbound messages, but the
Call Apex action can be used
to provide similar functionality.

Only one scheduled action group is


supported for each criteria node.

Actions are executed in the


order in which they appear in
the process.
Criteria nodes and actions
cannot be reused or reordered
in a process.

Search for: Process Limits


and Considerations

Scheduled actions cannot be used in


processes that evaluate every time
a record is created or edited.
The Paused and Waiting Interviews
list (Setup | Create | Workflows &
Approvals | Flows) displays all
pending scheduled actions.
If the user who caused the process to
start is inactive when Salesforce tries
to execute scheduled actions, those
actions fail to execute.

Create a Process
Demo

Update
Accoun
t

1. If a parent case is
closed then -

Paren
t
Case

Create
Lead

Update
Chatter
Group

2. A chatter post to
Chatter Group
should be added
indicating its
closure.
3. Update custom field
Last Case Update on
related Account
record
4. Create lead with
data from related
contact and account
records.
5. Send email 1 day
after closed date.

Questions