Audience Question
Q: Hello
A: Welcome to the webinar!
Salesforce Developers (to All - Entire Audience):
8:05 PM: Good day all! Welcome to the webinar! Your host @SoniaAdvani
Salesforce Developers (to All - Entire Audience):
8:05 PM: Our speakers today:
Salesforce Developers (to All - Entire Audience):
8:05 PM: Michael Gerholdt
Admin Evangelist @MikeGerholdt
Salesforce Developers (to All - Entire Audience):
8:05 PM: Bill Takacs
Director of Product Management, Visual Workflow
@SFDCBill
Salesforce Developers (to All - Entire Audience):
8:06 PM: Josh Kaplan
Director of Product Management @JoshSfdc
Salesforce Developers (to All - Entire Audience):
8:06 PM: Adam Torman
Director of Product Management @atorman
Salesforce Developers (to All - Entire Audience):
8:06 PM: This webinar is being recorded!
The video will be posted to YouTube
& the webinar recap page
(same URL as registration)
Audience Question
Q: A co-worker can't get - it says the session is full. Whats up?
A: Goto Webinar caps the participation at 1001 unfortunately
Salesforce Developers (to All - Entire Audience):
8:07 PM: Please allow a week or so after the webinar! Thank you!
Salesforce Developers (to All - Entire Audience):
8:07 PM: Go social with us!:
Salesforce Developers (to All - Entire Audience):
8:07 PM: Twitter: @salesforcedevs / #forcewebinar
Audience Question
Q: Hi, I have a colleague who is trying to get in but it's saying the meeting space is full
A: Sorry, the service maxed out with so many listeners. We will be posting the recording soon after for all those who couldn't get into the webinar.
Salesforce Developers (to All - Entire Audience):
8:08 PM: FB/LI/YouTube/Google+ : Salesforce Developers
Salesforce Developers (to All - Entire Audience):
8:08 PM: Have Questions?
Salesforce Developers (to All - Entire Audience):
8:08 PM: Don’t wait until the end to ask your question!
Technical support will answer questions starting now.
Respect Q&A etiquette
Please don’t repeat questions. The support team is working their way down the queue.
Stick around for live Q&A at the end
Speakers will tackle more questions at the end, time-allowing.
Head to Developer Forums
More questions? Visit developer.salesforce.com/forums
Audience Question
Q: There about four or five groups called "Salesforce Developers" on fb. What is the 'true' group?
A: www.facebook.com/salesforcedevs
Audience Question
Q: Duplicate Mnagement GA?
A: Yes in Spring 15. Requres Admin setup
Audience Question
Q: Is this only for data.com for duplicate management?
A: Duplicate management uses our data.com engine, but doesn't require a data.com license.
Audience Question
Q: Duplicate Management - Do we need Data.com in order to use this feature?
A: No.
Q: What is the maximum number of filter criteria inside one step of process builder? What is the maximum number of actions fired by one step of process builder?
Q: What is maximum number of versions inside process builder?
Audience Question
Q: how is this different from dupeblocker or demandtool features?
A: It's similar, but works at the point of data entry. Not for existing duplicates.
Audience Question
Q: The Duplicate Prevention is "only" on Accounts, Leads and Contacts objects. Is it also possible to extend this future to Custom Objects as well?
A: Maybe in a future release, but for Spring it's only on Accounts, Leads, and Contacts.
Audience Question
Q: Not available on the desktop?
A: Sales path? No. Only available on Salesforce1
Audience Question
Q: Is Sales Path available on the desktop client also?
A: No only on mobile- Salesforce1
Audience Question
Q: Is Sales Path like a workflow?
A: No. Sales path is a visualization of steps of the sales cycle that show where a salesperson is in the sales process.
Audience Question
Q: Is salespath available on the desktop application too ?
A: No only on the Salesforce1 for Spring 15.
Audience Question
Q: Is this Sales Path only going to be showing the Stages for that Opp record t ype? or can you customize the path steps?
A: Sales Path is totally customizable. You decide what it shows.
Audience Question
Q: Sales Path - Will this be available for other objects, such as cases?
A: For Spring 15, only Opportunities. This would be a great idea to post to the IdeaExchange.
Audience Question
Q: How many Criteria can you have in a single Process?
A: You can have up to 50 criteria in a single process
Audience Question
Q: will salespath just work with opportunities, or will it work with cases as well?
A: For Spring 15 only Opportunities. But this would be a great idea to post to the IdeaExchange
Audience Question
Q: Is sales Path only for mobile, or is it available on PCs as well?
A: For Spring 15, yes only Salesforce1 mobile.
Audience Question
Q: Is Sales Path available in "desktop" version?
A: For Spring 15 only on Salesforce1 mobile.
Audience Question
Q: Is the traditional workflow still available post Spring '15 release ?
A: Absolutely. Workflow Rules will still exist and your rules will continue working
Audience Question
Q: Is Sales Path available on Service Cloud as well as Sales Cloud?
A: For Spring 15 Sales Path is available for Opportunities.
Audience Question
Q: What does GA mean?
A: Generally Available, Availabe as part of the product
Audience Question
Q: Will Salespath and Deduplication be avalible in Profesional editions?
A: Available in:
• Professional • Enterprise
• Performance • Unlimited
• Developer
Audience Question
Q: Will Process Builder be able to invoke an APEX class that has a callout to an external web service?
A: Yes, Process Builder can invoke any APEX class. Webservice callout is one of the primary use cases
Audience Question
Q: Will Process Builder still fail on Apex Limitations like Mixed DML Operations, etc.?
A: Yes, Process Builder is built on the Salesforce Platform. It will respect the limits. #safeharbor, we are working to update how we handle limits. Moving from a fixed number to a time based limit.
Audience Question
Q: Is paths also available for custom objects?
A: In Spring 15, only for Opportunities.
Audience Question
Q: Is the social starter pack an add-on purchase? If so, is pricing available?
A: I would contact your Account Executive.
Audience Question
Q: If you pause a flow, does the same user have to pick it back up or can anyone pick it up?
A: For now the same user has to pick up back up. #safeharbor, we are working on the ability to handoff a flow interview (an interview is a running instance of a flow) to another user.
Audience Question
Q: Creating records with this? That is awesome.
A: We think so too!
Audience Question
Q: If we have an existing process consisting of multiple workflow rules/triggers that were developed prior to process builder/flows being available, it would be nice if the platform could interpret these/import them into a Flow or Process. Is this on the roadmap?
A: Automated migration isn't poss
Audience Question
Q: Hi - Process Builder goes GA in the upcoming release, but what is the status of Visual Workflow - is that GA now?
A: Visual Workflow is GA and has been for many releases.
Audience Question
Q: Process Builder is delivering some features wanted for a lonnnnnnngggg time Good work team!!!
A: :)
Audience Question
Q: Can APEX be executed from Process Builder?
A: Yes, you can use the new APEX Action to call / APEX from Process Builder
Audience Question
Q: Are there any other limits around process builder, besides number of criteria?
A: All the standard Apex limits apply (same as in Flow) see the help doc for all the details. Thx
Audience Question
Q: In process builder example, if you update your Stage picklist names, will it automatically update on the process builder or do you have to update there also?
A: It will be updated in Process Builder, PB 'reads' what is in your salesforce data/config
Audience Question
Q: Is the add-on additional cost?
A: Can you clarify which Add-on you are asking about?
Audience Question
Q: Flows today would automatically be migrated into Process Builders?
A: Acutally Process Builder uses Flow, so when you build a Process it builds a Flow "under the hood". #safeharbor we are working on away that you'll be able to migrate your Process to Flow.
Audience Question
Q: Is this process builder avilable in Developer addition org?
A: Yes, DE also Performance, Enterprise and Unlimited Editions
Audience Question
Q: If you decide to use Process Builder, will you have to re-write all your current workflows in there? Or can they run side by side?
A: Existing workflows can continue to run along with any new Processes you create. You can migrate at your own pace.
Audience Question
Q: Is the Process Builder publicly available or pilot?
A: It is publicly available - what we mean by GA (genrally available).
Audience Question
Q: Will Process Builder allow incorporation of custom objects, or just standard ones?
A: Yes, Process Builder works on Custom objects as well
Audience Question
Q: can we have multiple criterias in Process builder WF ?
A: Yes
Salesforce Developers (to All - Entire Audience):
8:39 PM: Want to know about more great webinars like this? Follow me, your SFDC webinar host on twitter! @SoniaAdvani
Audience Question
Q: Does Duplicate Management only work for records you have access to? If I want to create Contact A, and it matches Contact B, but I don't have access to Contact B...will it show a duplicate exists?
A: You can have Duplicate management respect sharing rules, or override sharing rules.
Audience Question
Q: Can you add additional criteria to the right after you meet a criteria and execute an action?
A: Not yet. Currently it works like this: Criteria = True>Actions>Stop. It is on the near-term roadmap to allow additional criteria after actions.
Audience Question
Q: how is process builder different from visual workflow?
A: Think of Process Builder as the next generation of Workflow. If you need to use screens (build forms) or need complext logic / decisions you'll want to use Flow.
Audience Question
Q: Process builder - can you add another criteria if your from a true branch?
A: Not yet. Currently it works like this: Criteria = True>Actions>Stop. It is on the near-term roadmap to allow additional criteria after actions.
Audience Question
Q: what about quick deploy ?
A: Will talk about that shortly
Audience Question
Q: If I well understand, Process Builder coexists with flows and approval rules and permits to build "real" processess that integrates that existent features ?
A: Yes, think of it as the next generation of workflow rules - in the future we will add Approvals functionality as well.
Audience Question
Q: Sales Path! Is it avaialbel only on mobile?
A: Yes Salesforce1.
Audience Question
Q: Using the process builder, in the demonstration, can we filter on the contacts to update s specific contact rather than all contacts? Or should that still be implemented using Triggers?
A: Right now you can't - but this is on our short term roadmap as the next step in more power/control for users. Currently you can do this with Flow & Triggers.
Audience Question
Q: How is Flow different from the Process Builder?
A: The short answer is yes. You can think of Process Builder as having a subset of Flow functionality with a super easy to use interface. If you have a process that requires complex logic or needs user inputs (screens / forms) you'll need to use Flow.
Audience Question
Q: Does Sales Path respect multiple Sales Processes? i.e. different stages for different sales processes and record types
A: You can set up Sales Path by Record Type.
Audience Question
Q: Please show us how to use builder with apex class.
A: Sorry we have very limited time on this particular webinar so we had to present a very simple scenario. We will have tutorials and guides online soon to help.
Audience Question
Q: If you decide to use Process Builder, will you have to re-write all your current workflows in there? Or can they run side by side?
A: They can run side by side but we'd recommend that you eventually migrate your existing WF rules to Process Builder. Process Buildeer will enable you to do more and is more efficient that existing WF Rules.
Audience Question
Q: Could you exclude some Contacts from being updated, in this last example?
A: Right now you can't select certain records- but we have filtering with criteria for update on our short term roadmap as the next step in more power/control for users. Currently you can do this with Flow & Triggers.
Audience Question
Q: Does the address have to match exactly? e.g., 1234 Main Street vs 1234 Main St. vs 1234 Main St
A: The filter criteria was simple - ISCHANGED = TRUE, so in that Process, any change to the address would trigger the Process and update all the Contacts with the updated address.
Audience Question
Q: As an ISV, can you package processes from the process builder in a managed package?
A: Yes, Processes are packagable
Audience Question
Q: Fist pump for Process Builder!!
A: Thanks! Looking forward to your feedback once you use it.
Audience Question
Q: Is there a way to add in a verification--like a message that says, do you want to update all contact addresses?
A: You'll want to use Visual Workflow if you need interact with a user when exectuing an automated process. Process Builder will execute its process based on how you configure it. Currently there is no way, in Process Builder, to have User Interaction as described.
Audience Question
Q: Can you define multiple branches in a process or are they only linear?
A: Not yet. Currently it works like this: Criteria = True>Actions>Stop. It is on the near-term roadmap to allow additional criteria after actions to allow some simple branching.
Audience Question
Q: What is the difference betwwen visual workflow and process builder
A: Process Builder is built "on top" of Visual Workflow. As of now you can have decisions with multiple outcomes (complex logic) or screens for User Interactions.
Audience Question
Q: See it
A: Great!
Audience Question
Q: Is the purpose of Process Builder to replace the usage of creating multiple workflow rules?
A: Yes - that's one of its strengths, along with more cross object workflow and more powerful actions.
Audience Question
Q: is process builder a paid feature?
A: No cost and its available in Developer, Performance, Enterprise and Unlimited editions.
Audience Question
Q: not able to see this screen
A: Thanks
Audience Question
Q: Can the process builder fire from any object, or is it only for certain objects?
A: PB can fire from all primary standard objects and custom objects. There's a limitation currently around secondary objects like Case Comments. Those are on the roadmap.
Audience Question
Q: I don't believe the Process Builder Pilot version would not allow you edit a saved Process... any changes?
A: Yes, we now have versions. The pilot req'd you to create a new process entirely.
Audience Question
Q: what happens to the existing Workflow Rules after Spring '15 release ?
A: Workflow Rules will stick around and will continue running.
Audience Question
Q: Is there a maximum number of criteria per process?
A: Max criteria is 50
Mike (to All - Entire Audience):
8:54 PM: For all the information about Spring 15 visit - http://www.salesforce.com/customer-resources/releases/spring15/
Audience Question
Q: can you add another criteria if your criteria results in true or only an action?
A: Not yet. Currently it works like this: Criteria = True>Actions>Stop. It is on the near-term roadmap to allow additional criteria after actions to allow some simple branching.
Q: Is testSetup called for all tests in organization or all tests in class where it was declared?4
A: The setup method is only run for the class in which it is declared. Each class can have its own test setup method. These can all call common utility methods if they need similar reference data.
Audience Question
Q: Does DupeBlock require data.com licenses or is it independant of that?
A: No it does not require a data.com license.
Audience Question
Q: In Process Builder pilot, we haven't been able to delete processess that have been activated within the last 12 hours, even in a sandbox - this has made it very difficult to develop and troubleshoot because we have to keep "Saving As" a new process and cannot delete the old. does versioning allow modifying when it's been recently activated?
A: The reason for the limitations is to ensure that any actions or other items in the process complete In other words nothing get "stuck" because a process got deleted. #safeharbor we are evaluating the capability to override the 12 hour limit. Possible feature for an upcoming release.
Audience Question
Q: Will process builder work any unrelated object ?
A: Not yet - right now it can access any RELATED record. Flow can access Unrelated records. It's on our roadmap to work on a simplified way for PB to access unrelated records.
Audience Question
Q: is process builder and lightning process builder are both same?
A: Yes they are sorry for the confusion
Audience Question
Q: would be nice to have a utility that moves workflows/rules to process builder automatically
A: Unfortunately it's not feasible because it's not a 1-1 mapping. Multiple workflow rules could be subsumed into a single process.
Audience Question
Q: When will we have access to use Process Builder?
A: Process Builder is available in Spring '15 Release for all UE, EE, Performance and DE editions.
