Facing complex business automation requirements? Don't worry, we've got you covered! Attend this session to get hands-on with the App Cloud's powerful process automation tools: Process Builder, Flow, and Apex Code.

1. Process
Automation
Workshop
Mary Scotton
Principal Developer Evangelist, Salesforce
@rockchick322004
mscotton@salesforce.com

2. Engineers in the house!
Feel free to ask them LOTS of questions…
Miguel Canizares
Software Engineering PMTS, Salesforce
Jesun David
Associate Software Engineer, Salesforce

3. Forward-Looking Statements
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.

4. What are we gonna build?

5. • Chapter Leader is responsible for managing Instructors and Teaching
Assistants
• Each class needs one Instructor and multiple Teaching Assistants
• Instructors are volunteers, so we want to recognize & thank them
Managing Instructors and Teaching Assistants
for Coding Classes
Sample organization: Girl Develop It!

6. What’s in the toolbox?

7. What’s in the Process Automation toolbox?

8. Invokable Methods in Apex can be
called from Process Builder and Flow to
extend beyond point & click functionality.
Wait, there’s more!

9. Process Builder
Automation Simplified
Guided Point & Click
Built for Admins – but Developers
love it too
Picture the Process
Shared canvas for Business and
IT collaboration
Power & Flexibility
Switch-like statement,
powerful actions, cross-
object updates

10. Flow
Declarative Programming
Visual Programming
Branching logic & looping,
operate on any record
Simplified Maintenance
Built for change and quick
deployment
Screen-based Flows
Collect, display, and act on
user inputs

11. Invokable Methods in Apex
When You Need Full Power
Third Party Callouts
Encapsulate callouts for easy use
in Process Builder or Flow
Test Class Required
You know all about this!
Full Programmatic Access
When you need to go beyond
switches, assignments, & loops

12. Hands On Use Case

13. • Chapter Leader is responsible for managing Instructors and Teaching
Assistants
• Each class needs one Instructor and multiple Teaching Assistants
• Instructors are volunteers, so we want to recognize & thank them
Managing Instructors and Teaching Assistants
for Coding Classes
Sample organization: Girl Develop It!

14. Data Model
Leveraging Campaigns and Campaign Members for each Class Session
Campaigns
(Class Sessions)
Campaign Members
(Teaching Assistants for a
specific Class Session)
Contacts
(Teaching Assistants)
Accounts
(Chapters)
Users
(Chapter Leaders,
Instructors)

15. End Goal
Recruit Teaching Assistants
Via Chatter
Prep for Emailing Teaching
Assistants
Lookup to Contacts to Create
Campaign Members
Thank Instructor
Post Thanks badge to Instructor’s
profile
Automate Instructor and
Teaching Assistant Management
TBDTBD

16. Demo

17. To get a free Developer Edition org, go to trailhead.com and
click Sign Up.
Spin up a DE Org

18. Signing up for a Developer Edition
Email needs to be a real email; you’re going to get an activation
email sent to this address
Username does not need to be real. It just has to look like an
email. You will never run out of options for usernames. So you
can sign up for as many Developer Editions as you want.
Email Usernames
mscotton@salesforce.com
mscotton@TDX.com
mscotton@trailhead.com
mscotton@NYCtour.com
mscotton@demo.com
Gotta be a real email that you can
access right away
Must be unique across all Salesforce
& look like an email

19. Hands On Workbook
http://bit.ly/processTDX

20. Step 1 - Build with Clicks
Process Builder Actions
Requirement Action
Recruit Teaching Assistants
Via Chatter
Post to Chatter

21. Step 2 - Build with Clicks
Process Builder calls a Flow
Requirement Action
Prep for Emailing Teaching
Assistants
Lookup to Contacts to Create Campaign
Members
Flows

22. Step 3 - Build with Code
Process Builder calls an Invokable Method
Requirement Action
Thank Instructor
Post Thanks badge to Instructor’s profile
Apex

23. Wrap Up
Recruit Teaching Assistants
Via Chatter
Prep for Emailing Teaching
Assistants
Lookup to Contacts to Create
Campaign Members
Thank Instructor
Post Thanks badge to Instructor’s
profile
Automate Instructor and
Teaching Assistant Management
TBDTBD

24. Resources
Motherlode of Invokable Apex for Process Builder
https://github.com/mshanemc/processBuilderBlocks
Automation
Championhttps://automationchampion.com/learning-process-
builder/
Jenwlee's Salesforce
Bloghttps://jenwlee.wordpress.com/tag/process-builder/
Trailhead – Process Automation Module
https://developer.salesforce.com/trailhead/module/business_proc
ess_automation

25. Questions?

26. thank y u