Guy Bickel (NuAge Experts, @gbickel) presentation at the Salesforce Denver User Group on May 21, 2015 on using Lightning Process Builder as a way to quickly build workflows without coding.

1. Lightning Process Builder
The Latest Workflow Tool from
salesforce.com

2. Who am I?

3. Existing Technologies
Workflow Apex Triggers
Email  
Create Tasks  
Update Record  
Update Parent Record  
Outbound Messages  
Update Children Records 
Create New Records 
Launch Flow 
Post to Chatter 
Submit for Approval 
Execute Apex 

4. Enter Lightening Process Builder
Workflow LBP Apex Triggers
Email   
Create Tasks   
Update Record   
Update Parent Record   
Outbound Messages  
Update Children
Records
 
Create New Records  
Launch Flow  
Post to Chatter  
Submit for Approval  
Execute Apex  

5. Under the Hood
Workflow LBP Apex Triggers
Point and Click  
Quick Activation  
Requires Dev Resources 
Bulkified  * Maybe *
When do you still need Apex?
• Aggregation of values
• Multiple field queries
• Complex logic with bulk loads

6. LPB
Example

7. Demo
• Real World Example
– When a Lead’s status changes to Disqualified
we need to cancel future tasks
• 2 Approaches
– 100% LPB
– LPB and Flow for more advanced abilities

8. Thanks!