TrailblazerDX Motihari, India In-Person Event.

1. Welcome!
Salesforce Developer Group, Motihari, India

2. TrailblazerDX Highlight
Salesforce Developer Group,
Motihari, India
#TrailblazerDX #TrailblazerCommunity #MotihariMeetup

3. Agenda
01
02
03
04
05
06
Beginner Session & Inspiration
TrailblazerDX Highlights & Learning
Career Guidelines Q&A
Summer '22 Highlights for Dev & Admin
Lunch, Photo Session, Fun, Connect & Giveback
Breakfast, Tea & Know each other
Salesforce Developer Group, Motihari, India

4. Beginner Session
& Inspiration
Salesforce Developer Group, Motihari, India

5. Om Prakash
Salesforce MVP
Technical Architect
Salesforce Developer Group, Motihari, India

6. Salesforce
Customer 360

7. Customers
Employees
Partners
151.7B
Einstein
predictions
a day
Customer 360 Platform
Built on trust
Bots

8. (1)a pioneer; an innovator; a lifelong
learner; a mover and shaker.
(2)a leader who leaves a path for others
to follow.
(3)most importantly, a person who builds
a better world for others.
Trailblazers, Together
/treyl-bley-zer/ noun
Ali Duncan
Cigna
Aldo Fernandez
Holston
Rochelle Hinds
OneUnited Bank
16M
Trailblazers
1300
Community Groups
90
Countries

9. 16M
Trailblazers

10. 16M
Trailblazers

11. trailhead.salesforce.com/career-path
That demand extends across multiple career paths...

12. Thank You
Salesforce Developer
Group, Motihari, India

13. App Development
with Salesforce DX

14. SFDX Feature
Overview

15. Component Reuse
Look before you build!
Environments
are easily
created and
disposable
Metadata
and code is
modular
Flexible
packaging
supports agile
distribution
model
Everything is
driven from
source code
Development
is organized
around team
collaboration
Development
is based on
open
standards and
extensibility
Processes and
tools facilitate
continuous
delivery

16. Scratch Orgs and
Developer Hubs
Salesforce DX is a suite of
products, tools, and capabilities
to facilitate development and
release management.

17. Salesforce CLI
Features and capabilities
Aggregate all the tools you need to develop with &
perform commands against your Salesforce org.
• Manage and create scratch orgs.
• Synchronize source to and from scratch orgs.
• Import and export data.
• Create Apex, Visualforce, and Lightning artifacts.
• Create, execute, and monitor tests.
• Create and install packages.
• Create and install plugins.
• Store authorization tokens for various orgs.
• Leverage the Metadata API to Deploy and Retrieve.
• Run SOQL Queries.
• Execute anonymous Apex.
• Display Call and Event limits.
And since the CLI is an executable, all this
functionality can be scripted!

18. VS Code and Salesforce Extension Pack
Features and capabilities
Runs on Visual Studio Code
Lightweight, modern, and free IDE created by
Microsoft
Runs on Any Platform
Support Windows, Mac, Linux
Free and Open Source
Open Source product, fully supported by Salesforce
Accessible through VS Code Marketplace
Download directly from within VS Code by
searching for “Salesforce

19. Become a Salesforce DX Trailblazer
Earn 7 new badges: Getting Started with Salesforce DX trail
Quick Start : Salesforce DX
Package Development
Model
App Development with
Salesforce DX
Package Development
Readiness
Create Permission Sets for
Unlocked Packages
Quick Start: Unlocked Packages
Unlocked Packages for
Customers
Getting Started

20. Automate Your
Business Processes

21. Agenda
01
02
03
04
Overview: Automation with Salesforce
Flow
We’ll review common process automation use cases.
Salesforce Flow: Tips, Tricks, and Best
Practices
We’ll take an in-depth look at Salesforce Flow and
recommended approaches to process automation.
Planning & Executing your Transition
Outline your successful transition
Next Steps and Resources
What’s next and where you can learn more.

22. Overview: Automation
with Salesforce Flow
Let’s start with a common process
automation scenario.

23. Today’s Customers Expect Seamless
Experiences
Get an update
on your watch
Replace a credit card
in just one tap
Track deliveries
with your voice
8 9 %
of companies
compete on
the basis of
customer
experience

24. STOLEN
DAMAGED
Dispute
Transactions
Action
Action
Decision
Decision
Damaged
or Stolen?
Confirm
Address
Every Process Involves
Complex Business Logic
There are many decisions and actions behind every step of
the process

25. Reimagine Processes
with Salesforce Flow
Innovate fast with enterprise-scale
automation
Design business processes with clicks
Build enterprise-scale automation with visual elements
and reusable building blocks
Automate across connected systems
Bring disparate systems and data sources together in a
seamless workflow
Embed guided workflows everywhere
Enhance user experience and business agility with guided
instructions
+ Pre-built solutions in the AppExchange

26. Design Business Processes Fast with Clicks
Build business logic with reusable building blocks
Model Logic
Evaluate decisions
and assign values
Integrate
Connect to
external data
Start
Define how
automation is
launched
Take Action
Update database
or perform
actions
Create Screens
Collect or
display
information

27. Sales Service Marketing IT HR
Order Processing
Payment Processing
Debt Collection
Tier 1 Answer
Resolution
Case Preparation &
Pre-Processing
Service Fulfillment
Managing Email Lists
Triggered Emails
Sales Rep
Notification
Incident
Management
Asset Management
Employee
Onboarding
Employee
Offboarding
Recruiting
Finance &
Accounting
Budget Approvals
Governance
Vendor Onboarding
Reconciliations
Procure-to-Pay
Automation Across the Customer 360 and
Employee 360

28. AppExchange Solutions
And learn from industry best practices
Flow Templates
Configurable end-to-end processes
Flow Actions
Standalone automation
functionality
Open Source Solutions
Automation Components NEW
Flow actions and UI building
blocks
Get a Jump Start with
Pre-Built Automation

29. Salesforce Flow: Tips,
Tricks & Best
Practices

30. What does your flow do?
How is it invoked?
Is it launched by
● The flow builder?
● A button?
● Another flow?
Tip # 1 - Document
Everything
Alternate tip:
Standardize a naming
convention for variables.

31. Use debugger instead of saving
multiple versions
Enter variables manually
Limitations
● Testing flows executes all actions,
including DML
● You can’t set collections and sObject
variables
● You can’t set the running user
Tip # 2 - Use the
Debugger

32. Tip # 3 - Find Failed Flows
Faster
In the Paused and Failed Flow Interviews
section of Setup
Skip your inbox and go straight to the Failed
Flow Interviews list view.
Failed flow interviews for these flow types are
saved and available:
● Screen flows
● Record-triggered flows
● Schedule-triggered flows
● Autolaunched flows that aren’t triggered
Note: There are a handful of exceptions to when a failed
flow interview is saved.
RESOURCE: Debug Failed Flows

33. Designed to handle when a flow
encounters an error
Common Uses
● Showing errors on screen-based flows
● Sending an email alert to a group of
people
Tip # 4 - Always Set a
Fault Path

34. ● You can call a flow from a flow
● Reduce clutter
● Reuse flows
● Modular programming
Tip # 5 - Use Subflows

35. Only if warranted
(and collection is minimal)
Be mindful of Salesforce Governor
Limits
Instead
● Create an sObject collection variable(s)
and assignment step
● Add the Data elements outside of the
loop
Tip # 6 - Avoid Data
Elements in Loops

36. Planning and Executing
Your Transition
Let’s outline a seamless and successful
transition to Salesforce Flow.

37. Automation Tool Migration
Resources
Architect’s Guide to Building
Record-Triggered Automation on
Salesforce Using Clicks and Code
The Ultimate Guide to Flow Best
Practices and Standards
‘Go With the Flow’ Migration
Updates
Updated Resources on Flow
Changes
Great Flow Video with new
concepts
3 Ways to Innovate Fast with
Enterprise Scale Automation
Existing Automation
Start to migrate Workflows (migration
tool) and later Processes (safe harbor:
Summer 22) to Flow - increase
performance, avoid recursions, avoid
WF/PBs inefficient initialization phase,
simpler metadata, etc.
If you review/update existing
programmatic automation, review if this
capability can be moved completely or
partially to Flow
Use this effort to not just ‘lift & shift’, but
to improve processes and reduce
unnecessary tech debt
New Automation
Flow should be your automation tool of
choice - no more Workflow / Process
Builder
Programmatic automation should only
be used in certain scenarios
New features (Orchestrator, trigger
ordering, Flow trigger explorer,
evaluation Flows, etc.) push Flow’s
capabilities way into former
programmatic capabilities

38. Tip # 1 - Don’t Panic
● Your current automations will continue to work
for the foreseeable future
● The only change on the roadmap is the inability
to create new Workflow Rules and Process Builder
processes
● In general, we’re prioritizing migration for
Workflow Rules before Process Builder
● After the Migration Tools are released, you’ll have
plenty of time to transition your Workflow Rules
and Process Builder processes

39. Tip # 2 - Catalog Current
Automations
● Use an Excel spreadsheet
● Organize by Object
○ Category
○ Entry Criteria
○ Related Actions
● Evaluate whether processes are
still needed or can be improved

40. Tip # 3 - Look for and Remove
Redundant Processes
Common Culprits
● Multiple entry points per Object
○ Example: Multiple Processes and Workflows on Account
Update
● Recursive updates
○ Example: Process Builder 1 update triggers Process Builder
2
○ Example: Process Builder 2 triggers Process Builder 3
○ Example: Process Builder 3 re-triggers Process Builder 1
● Conflicting actions
○ Example: Before-Save Flow updates Field
○ Example: Workflow overrides field value

41. Tip # 4 - Learn Salesforce
Flow
Salesforce Admins
Automation Home
Automation Trailblazer
Community
#OhanaSlack
(#processes-flows-wfrs)
Trailhead

42. Tip # 5 - Create New,
Consolidate Existing, and
Rebuild Automations in
Salesforce Flow
● Start with Record-Triggered
Automations
● Consider Scheduled Actions
● Always test in sandbox
● Be sure to deactivate old
automations as you rebuild

43. Load Original
Record
Overwrite with
New Record Field
Values
Flow(s): Before
Save Updates
Validation Rules
Duplication Rules
Save to Database
but Not
Committed
After Trigger(s)
Assignment Rules
Auto Response
Rules
Workflow Rules
Before Trigger(s)
Process Builder Flow(s)
Before + After
Trigger(s)
Process/Flow
Update Same
Record ?
Workflow Update
Same Record ?
Escalation Rules
Entitlement Rules
Roll-Up Summary
Commit DML
Operations to
Database
Yes
Recursion
Yes
Order of Execution
Insert, update, or upsert statement
RESOURCE: Triggers and Order of Execution

44. Tip # 6 - Consider Apex for Some Use Cases
Before-Save
Flow Trigger
After-Save
Flow Trigger
After-Save Flow
Trigger + Apex
Apex Triggers
Same-Record Field Updates Available Not Ideal Not Ideal Available
High-Performance Batch
Processing Available Not Ideal Not Ideal Available
Cross-Object CRUD Not Available Available Available Available
Complex List Processing Not Available Not Available Available Available
Fire & Forget Asynchronous
Processing Not Available Not Available Available Available
Other Asynchronous
Processing Not Available Not Available Not Available Available
Custom Validation Errors Not Available Not Available Not Available Available
Available = should work
fine, with basic
considerations.
Not Ideal = possible, but
with important and
potentially limiting
considerations.
Not Available = no plans
to support in any
capacity in the next
twelve months.

45. Example: What Process Tool to Use -
Flow or Apex?
It’s not that simple - it depends on the
requirements!!
Same concept applies for a lot of other
customizations (e.g. UI)
Main takeaway is – if you go custom, you get all the
functionality and options in the world, but you
have to accept a higher risk/complexity
Great quote: ‘Workflow rules never ruined an org,
but many orgs die because of APEX’ - well, they can
also catch real cold with process builders…
Declarative Customization vs Customization
with Code
● Record-Triggered Automation Guide from Salesforce Architects
● Great presentation by David Liu.

46. Next Steps & Resources
Accelerate your path to success
TRAILHEAD
Learn new skills from
anywhere.
TRAILBLAZER
COMMUNITY
Learn, connect, have
fun, and give back
together.
ASK-AN-EXPERT
OFFICE HOURS
Get real-time answers
and ideas from experts
and peers.
ADDITIONAL
RESOURCES
Salesforce Architects
Guide
Explore this go-to
resource for an overview
record-triggered
automation.
Screen Flow Distribution
Make sure your users can
easily access the flows
you built.
Build a Simple Flow
Use Flow Builder to
capture and update
contact information with
a flow.
Salesforce Automation
This group is for all
customers who are
interested in automating
their work in Salesforce,
and covers Flow, Process
Builder, Workflow Rules,
and Approvals.
Ask About Automation
Learn about a variety of
automation topics in
sessions led by Salesforce
experts.
Salesforce Flow
Developer Center
Find more great resources
and guides for all your
Flow needs.
Learn on Trailhead Join the Community See Upcoming Sessions Flow: Help & Training

47. Thank You
Salesforce Developer
Group, Motihari, India

48. Summer ‘22
Highlight
Salesforce Developer Group, Motihari, India

49. Thank You
Salesforce Developer
Group, Motihari, India

50. Career Guidelines Q&A
Salesforce Developer Group, Motihari, India

51. Trailblazer Talk
Munna Kumar
L.N.D College
Professor
Salesforce Developer Group, Motihari, India

52. Trailblazer Talk
Akhilesh Kumar
Salesforce Tech Lead
Evoke Technologies
Salesforce Developer Group, Motihari, India

53. Trailblazer Talk
Sunny Kumar
Salesforce QA Lead
360 Degree Cloud
Admin Group Patna, Leader
Salesforce Developer Group, Motihari, India

54. Trailblazer Talk
Aditya Kaushik
Salesforce Developer
TCS
Salesforce Developer Group, Motihari, India

55. Trailblazer Talk
Ravi Prakash
Salesforce Developer
Salesforce Developer Group, Motihari, India

56. Lunch, Photo Session,
Fun, Connect & Giveback
Salesforce Developer Group, Motihari, India

57. Thank You