Every friday our team get together to learn and share the awesome! If you are passionate for Salesforce, Scrum methodology and everything related to technology you can't miss it! Presentation presented by Chris Franklin and Egor Cole.

1. KT Sessions
Sharing the awesome!
14-08-2015

2. Process Builder vs Triggers
YOU DECIDE

3. Process Builder Overview
ü Release as Beta in the Winter 15 Salesforce release
ü Enables Admins to be less reliant on development resources
ü And be utilized to automate all workflow actions (with the exception of
outbound messages)

4. Process Builder Benefits (1)
Here are a few of the bigger features of Process Builder that weren’t possible with
configuration before:
Workflow was limited to just field updates, creating tasks and email alerts. With Process
Builder we can:
Create Records – in addition to updating a record you
can create a record and set the field values within the
record.

5. Process Builder Benefits (1)
Here are a few of the bigger features of Process Builder that weren’t possible with
configuration before:
Workflow was limited to just field updates, creating tasks and email alerts. With Process
Builder we can:
Create Chatter Posts – push a Chatter update into
a Group or Feed.

6. Process Builder Benefits (1)
Here are a few of the bigger features of Process Builder that weren’t possible with
configuration before:
Workflow was limited to just field updates, creating tasks and email alerts. With Process
Builder we can:
Create an Approval – traditionally you needed a trigger
to automatically push a record into an approval process.
With Process Builder you can do this automatically based
on the criteria of the Process.

7. Process Builder Benefits (1)
Here are a few of the bigger features of Process Builder that weren’t possible with
configuration before:
Workflow was limited to just field updates, creating tasks and email alerts. With Process
Builder we can:
Easily Consolidate Workflow – consolidate multiple
workflow rules that into one process.

8. Process Builder Benefits (2)
And more:
Launch a Flow – Right from a Process, you can launch an
automated flow process.
Call an Apex Class – you can now call an Apex class.
Be extremely careful when doing this!

9. Process Builder Benefits (2)
And more:
Simple triggers like populating a lookup field based on certain
criteria, can now be automated in process builder without any
code required.
Complicated business processes, such as renewal
automation, can be automated in conjunction with Flow.

10. Round 1 – Process Builder VS Trigger
Populate a lookup
field on record update
SCENARIO
Process Builder
Trigger
OPTIONS
Traditionally been
something that requires
a trigger, Process Builder
allows administrator
can do this without the
use of code.
REASON

11. Round 1 – Process Builder VS Trigger
Set an Account
Owner based on
Record Criteria
SCENARIO
Process Builder
Trigger
OPTIONS
Process builder can be
used to assign
ownership on records
based on criteria in
the object.
REASON

12. Round 1 – Process Builder VS Trigger
Post a Chatter
message based on
record criteria
SCENARIO
Process Builder
Trigger
OPTIONS
Process builder can be
used to post to
Chatter based on
record criteria.
REASON

13. Round 1 – Process Builder VS Trigger
Submit a Quote
for Approval when
Opportunity Stage
= Proposal
SCENARIO
Process Builder
Trigger
OPTIONS
Requires two Processes, One
to update the Quote based
on the Opportunity stage
and another to Submit the
Quote for approval when the
criteria on the quote had
been met.
REASON

14. Round 1 – Process Builder VS Trigger
Launch a Flow via
record criteria vs. a
button or link
SCENARIO
Process Builder
Trigger
OPTIONS
Process Builder can be
used to set record
criteria and then launch
a trigger ready flow. NB.
Only ‘trigger-ready’
flows can be selected.
REASON

15. Round 1 – Process Builder VS Trigger
Populate a text
field with object ID
SCENARIO
Process Builder
Trigger
Workflow
OPTIONS
If it is a cross object and
can’t be done with workflow
use process builder. If it is
part of a complex trigger
leave the field set within the
trigger due to conflicts with
the order of operations
REASON

16. Round 1
Process Builder Trigger
6
0

17. Round 2 – Process Builder VS Trigger
Assign Ownership to a Custom
Object based on criteria
SCENARIO
Process Builder
Trigger
Depends on complexity
OPTIONS

18. Round 2 – Process Builder VS Trigger
Process builder can assign ownership based on object criteria and
set an order of actions.
However, processes require a user to create a new process each
time a change is needed. It can become a burden to administer
these rules via Process Builder as the more rules you have, the
more unwieldy it will become. Once you get too complex a custom
option may be required.
REASON

19. Round 2 – Process Builder VS Trigger
Clone an opportunity and change
field values
SCENARIO
Process Builder
Trigger
OPTIONS

20. Round 2 – Process Builder VS Trigger
Although Process Builder can create a new record it cannot
reference any of the values from the cloned opportunity without
the use of a Flow to capture the opportunity values (NB this can
probably be done with Flow and Process Builder but the quickest
approach right now is to use a trigger).
REASON

21. Round 2
Process Builder Trigger
0
1

22. The Champion is…
Process Builder x Trigger

23. Process Builder Limitations
ü Editing – Users cannot edit a process once it has been activated.
Therefore much like with flow a new process needs to be created by
cloning the initial process and making modifications to that cloned record.
ü Autosave – Won’t allow a user to cancel out of a process when they have
made unwanted changes (Autosave + Undo = Perfection).
ü Troubleshooting - UI does not allow an Admin to tell who created a
Process, when it was created, or the ID for that Process. Also all trouble
shooting must be done in the debug log.

24. Process Builder Limitations
ü Validation – Processes DO NOT trigger Validation rules and can therefore
invalidate data.
ü Deletion – Inactive Processes cannot be deleted for at least 12 hours after
inactivation and do not appear in the Recycle Bin.
ü Error messages – You cannot specify error messages when creating a
process that doesn’t trigger like you can with flow or validation rules.
ü Formula Help – When utilizing a formula in criteria there is no function
help preview next to the Syntax.

25. Process Builder Limitations
ü Order – You can’t change the order of criteria nodes or actions, after you
add them the only way to reorder is to delete them and start over.
ü Syntax – Picklist fields are evaluated as text fields in process builder so
they won’t support any picklist formulas like ISCHANGED or ISNEW. Note
– with Spring 15 the formula ISCHANGED is now a function vs. a formula
and will work with picklists.
ü Setting field values - You cannot populate a field with a formula in
process builder. You can only manually enter a literal or select another
variable (i.e. field). To populate a text field with a formula create a
separate formula field and then reference that in your process

26. Process Builder Best Practices
Check– to see if there are any workflows on the object doing the same
thing as the process. Also verify no active Apex triggers.
Avoid– interweaving Apex, Workflow, and Processes together for the
same process. As Workflows and Triggers don’t always place nice
together so holds true for Processes.
Even if you do get them to work, it’s a bad practice to spread logic over
multiple methods. Keep it all together in one place so you can see what’s
happening down the entire flow.

27. Process Builder Best Practices
Document – Use the description field to populate information such as
when it was created by who and what the process does. In addition, if
processes work in conjunction with each other, reference the other(s)
process names in the description field.
Test – And then test some more. Especially when you’re first starting to
use this please practice in a sandbox first and really test out what you’re
trying to do. There’s a lot of ability to impact users and data here if you
do something wrong.

28. Process Builder Screenshots

29. Questions?

30. Process Builder vs Trigger
By Chris Franklin and Egor Cole
THANKS!