Automation Champion

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    • [Introducing My New Book] Mastering Salesforce CRM Administration

      Posted at 9:01 AM by Rakesh Gupta, on March 28, 2017

       

      I’m still pinching myself. My new book Mastering Salesforce CRM Administration was out yesterday (03/27/2017). Salesforce.com is one of the fastest-growing and demanding technologies at the moment. Mastering Salesforce CRM Administration is a hands-on guide that will help Salesforce newbies (who have a basic knowledge of Salesforce), new or experienced Salesforce administrators, and developers who want to take their knowledge to the next level to become a Salesforce certified advanced administrator. As you go through the content, you will notice that this book focuses on real-world examples. This book builds upon these examples to help you understand and use the features of the Salesforce.com platform.

      This book is all about mastering the Salesforce admin part, taking your skills as an administrator or developer and tuning them for the unique features of the Salesforce platform. I have discussed many complex topics in this book, such as territory management, forecasting, quota, escalation rule, knowledge base, Visual Workflow, Process Builder, deployment using Force.com Migration Tool and more. This book covers almost all the topics mentioned in Salesforce certified advanced administrator examination study guide. 

      Here’s a taste of what you’ll uncover:

      • Adopt Lightning Experience to improve the productivity of your organization’s sales team
      • Create and maintain service entitlements and entitlement processes
      • Process Builder basic and advanced concepts
      • Implement Customizable Forecast and quota management 
      • Implement Knowledge base management to improve support reps productivity 
      • Implement territory management 
      • Exploring different ways to deploy application between environments including Force.com Migration Tool 
      • Best practices for improving and enriching data quality

      And yes, so much more.

      Technical Reviewers:

      I would like to take this opportunity to thank both of you (Jitendra Zaa and Vinay Chaturvedi) for the effort and expertise that you have contributed to reviewing, without which it would have been impossible to maintain the high standards of the book. 

      Vinay Chaturvedi is a Salesforce MVP, currently working as a principal consultant. He has been loving and living Salesforce since 2011.

      Jitendra Zaa is a Salesforce MVP, author, and a Dreamforce speaker with more than 9 years of experience in web technologies and cloud platforms. 

      Purchase:

      It’s Here! It’s Here!

      • Subscribe Mapt.io to get Packt eBooks & Videos access 
      • Buy on Barnes & Noble
      • Buy on Packt publications
      • Buy on Amazon.com (US)
      • Buy on Amazon.in (India)
      • Buy on Amazon.co.uk (UK)
      • Buy on Amazon.ca (Canada)

      Aloha!

      Announcement: – I am honored and proud to say Workato Inc. and Work-Relay are the sponsors of my blog Automationchampion.com.

      Posted in Book Reviews | 11 Comments | Tagged account management, Apache ANT URL, Apex, Apex class, Apex collections, Apex Managed Sharing, Apex trigger, approval process, Audit Trail history, bounce e-mail administration, campaign management, case escalations, case management, categorizing, Cloud Flow Designer user interface, collaborating with territory models, collaborative forecasts, Compliance BCC e-mail, Computer Telephony Integration (CTI), contact relationships, controlling 313 e-mail security compliance, creating
quote, data categories.
data categories visibility, data manipulation language (DML), data types collection, dynamic dashboard, e-mail quotation, E-mail to Salesforce, email-to-case, Enterprise Territory Management, entitlement management
external lookup relationship, establishing on opportunity products, external lookup relationship, external objects, field-level security, final approval actions, flow elements, Forecasts Hierarchy, forecasts types, generating 158
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Force.com site, versus Email-to-Case, Visual workflow, with bucketing
    • Getting Started with Process Builder – Part 1 (Automatically Create a record)

      Posted at 10:45 PM by Rakesh Gupta, on February 13, 2015

      Big Idea or Enduring Question:

      How do you automatically create a record using Process Builder?

      Objectives:

      After reading this blog, you’ll be able to: 

      • Understand the basic components of Process Builder 
      • Learn how to auto-create a record using Process Builder

      Business Use case

      Corey Eridon is working as a System Administrator at Universal Containers (UC). He received a requirement to build a process that would automatically create a child case whenever a new case is created with the Case Reason – Breakdown.

      Automation Champion Approach (I-do):

      Because we need to create a new record, a workflow rule would not meet the needs of this requirement. Therefore, in order to automatically create a child case, Corey should use Process Builder. 

      Before we dive into the solution to help Corey, though, we need to first understand what is Process Builder and its components. 

      You can think of Process Builder as a happy medium between workflow rules and flow — it allows more automation than a workflow rule, without the advanced complexity of a flow — all with the ease of point-and-click. 

      However, unlike workflow rules, Process Builder allows more functionality, such as:

      • Creating a record 
      • Updating a related record
      • Posting to Chatter
      • Submitting a record for approval
      • And much more. 

      There are four basic components that should be considered when using Process Builder —  a trigger, criteria, immediate action, and scheduled action.

      Component Process
      Trigger Indicates when the action should fire – only when a record is created or anytime a record is created or edited
      Criteria Set conditions to execute the process
      Immediate Action The action is fired immediately
      Scheduled Action The action is fired at a scheduled time

      To better understand Universal Containers’ requirements, let’s break down the use case by Process Builder component. This will help us conceptualize the process by defining each node and action first.  

      Component Process
      Trigger When a new Case is created 
      Criteria Case Reason – Breakdown is selected
      Immediate Action create a Child Case.
      Scheduled Action Not Applicable

      Before diving further, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it.

      Let’s begin building this automation process.

      Guided Practice (We-do):

      There are 4 steps to solve Corey’s business requirement using Process Builder. We must: 

      1. Define process properties
      2. Define evaluation criteria
      3. Define process criteria
      4. Add action – create a record 

      Step 1: Define Process Properties

      1. Click Setup.
      2. In the Quick Find box, type Process Builder.
      3. Select Process Builder, then click New.
      4. Name the Process and click the Tab button. The API Name will populate. 
      5. As a best practice, always input a description. 
      6. The process starts when A record changes.
      7. Click Save.

      Picture1

      Step 2: Define Evaluation Criteria

      1. Click on the Add Object node to begin selecting the evaluation criteria.
      2. Select the Case object from the dropdown list.
      3. Start the process only when a record is created.
      4. Click Save.

      Picture1.2.png

      Step 3: Define Process Criteria

      1. Click the Add Criteria node to begin defining the process criteria.
      2. Name the criteria.
      3. The criteria should execute actions when the conditions are met.
      4. Set Conditions
        1. Field: Case | Reason
        2. Operator: Equals
        3. Type: Picklist
        4. Value: Breakdown
      5. Select All of the conditions are met (AND). 
      6. Click Save.

      Picture1.3.png

      Step 4: Add Action – Create a Record

      1. Below Immediate Actions, click Add Action.
      2. For Action Type, select Create a Record. 
      3. Name the action.
      4. Select the Case record type. 
      5. Set Field Values:
        1. Row 1:
          1. Field: Status
          2. Type: Picklist
          3. Value: New
        2. Click Add Row
        3. Row 2:
          1. Field: Case Origin
          2. Type: Picklist
          3. Value: Email
        4. Click Add Row
        5. Row 3:
          1. Field: Parent Case ID
          2. Type: Field Reference
          3. Value: Case | ID
      6. Click Save.

      Picture1.4.png

      Almost there! Once everything looks good, click the Activate button. Moving forward, a child case will be automatically created whenever the Case Reason – Breakdown is selected. 

      Note:- Before you activate your process, you will want to make sure that you have assigned data in the correct format because Process Builder obeys validation rules. If some fields are required by using validation rules, then make sure you have added those fields. Conversely, if some fields are required on the page layout, you can ignore those fields. 

      Formative Assessment:

      I want to hear from you!  

      What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? 

      Let me know by Tweeting me at @automationchamp, or find me on LinkedIn.

      Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

      Posted in Process Builder, Spring'15 Release | 60 Comments | Tagged Activate Proces, Create a Record, Create a Record action, Deploy Porcess Builder, Flow generated by Porcess Builder, Getting started with Process Builder, How to enable Process builder, Lightning App, Lightning Developer Week, Lightning Process builder, Package Porcess Builder, Packages, Porcess Builder Deploy, Porcess Builder Distribute, Porcess Builder hack, Porcess Builder hidden gems, Porcess Builder use case, Proces builder Flow, Process Builder, Process Builder example, Process Builder Salesforce, Salesforce Lightning, Spring15 Process builder enhancement, What is Process Builder
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