Tag: Process Builder

Process Builder: Implement Simple Nested If/Then Statements using Invocable Processes
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Process Builder: Implement Simple Nested If/Then Statements using Invocable Processes

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With Winter 17, we can now build reusable processes with the introduction of invocable processes! We now have the ability to build DRY solutions. Hooray! We interrupt this blog post for an important message… Jen Lee will be presenting a Release Readiness Webinar, Keeping it “DRY” with Reusable Processes, on December 13th at 10am PT/1pm… Continue reading Process Builder: Implement Simple Nested If/Then Statements using Invocable Processes

Maximize “DRY” (Don’t Repeat Yourself) in Process Builder by Building Reusable Processes
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Maximize “DRY” (Don’t Repeat Yourself) in Process Builder by Building Reusable Processes

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For the developers out there, you are most likely familiar with the software principle “DRY” and avoid “WET.” My #AwesomeAdmins, don’t start zoning out, please stay with me for a bit. If you find opportunities to make configuration DRY, where possible, you will minimize the time you spend on maintaining processes you’ve built going forward and focus that… Continue reading Maximize “DRY” (Don’t Repeat Yourself) in Process Builder by Building Reusable Processes

Delete a Record, Delete Its Related Records
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Delete a Record, Delete Its Related Records

jenwlee2 Comments

I presented the following solution at Dreamforce 16 at the MVP Process Automation Smackdown, ER, I mean MVP Process Automation Showdown. This was a friendly competition with my fellow automation guru MVPs, Rakesh Gupta, Mike Gill and Chris Edwards. Here is a link to our presentation slide show and YouTube recording, which includes embedded demo videos… Continue reading Delete a Record, Delete Its Related Records

Join Me for Automation Hour…
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Join Me for Automation Hour…

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If you like process automation or want to learn different use cases for Salesforce process automation, then you MUST attend Automation Hour with me and my co-hosts, Rakesh Gupta (Automation Champion himself) and David Litton. Here are our scheduled sessions…Click on the presenter’s name(s) to register for that specific session 10/14/16, 3-4pm ET: (Presenter) David Litton… Continue reading Join Me for Automation Hour…

Maximize Maintainability With Process Builder and Componentized Visual Workflow
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Maximize Maintainability With Process Builder and Componentized Visual Workflow

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I presented the contents of this blog post at Dreamforce 16 in the Developer track. Are you an intermediate #AwesomeAdmin looking to kick your business logic skills up a notch by creating more efficient, easily maintainable processes to automate common business logic, using clicks, not code? Think outside the box and componentize your visual workflows… Continue reading Maximize Maintainability With Process Builder and Componentized Visual Workflow

Different Wait Times for Task Creation
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Different Wait Times for Task Creation

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This blog post walks through the best solution featured in a prior blog post “Build Efficient, Performance Optimized Processes, Part 2.” Here are a few lessons learned from implementing this revised use case: Uses only one record create task flow element to create the task record with different wait times in addition to the appropriate… Continue reading Different Wait Times for Task Creation

Build Efficient, Performance Optimized Processes, Part 2
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Build Efficient, Performance Optimized Processes, Part 2

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As a follow up to my original post Build Efficient, Performance Optimized Processes, I thought I’d give another example of a scenario where we have a use case that can be solutioned declaratively in three ways (there are more ways, but I’m only going to focus on these three) and will discuss why one of… Continue reading Build Efficient, Performance Optimized Processes, Part 2

Join Us For the Salesforce Automation Hour!
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Join Us For the Salesforce Automation Hour!

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We’re here!!! Join us (co-hosts Jennifer Lee, David Litton and Rakesh Gupta) on Sept 16 at 3-4pm ET as we kick off Salesforce Automation Hour!  In each session, we will demonstrate a cool process automation solution and then take your process automation questions via the community or ReadyTalk chat. To kick off our first session, our presenter… Continue reading Join Us For the Salesforce Automation Hour!