2 cents on Salesforce Process Builder


OK, maybe .25 cents worth!

I started playing around with Salesforce Process builder and I figured I would give the world my 2 cents on this new functionality!

The process builder is a HUGE step forward. It is really cool, especially considering this functionality is less than a year old. If you were amazed by what you can do with #ClicksNotCode before, this will be mind blowing.

3 things I like:

  • Up to 5 decision points. Raise your hands if you have ever had to dissect a HUGE workflow with multiple gnarly logic steps…OK, this one is for you all. Stop weeping, process builder is going to help tremendously. What I like is that you can have up to 5 conditions grouped under a process that run really as separate statements.
  • Run LOADS of Actions. There is NOTHING quite a fun has building out a super awesome workflow and then rebuilding the logic so you can run an approval process #sarcasm. One place for all this stuff now!

Only one not present Make me coffee

  • Great UI. I love Visio. Seriously, love it. The UI of process builder makes documentation a snap since you can just grab a screen shot and see in pictures what the heck is going on. You know what would make this better though? A Nice “Click here to Print” button that would print out the process along with all the “stuff” with it. Yes, I used “stuff” as a technical term.

3 things I don’t like:

  • Versions are a PAIN. To be fair, this is a beef I have with Flows as well. I should be able to deactivate, make changes and then reactivate. One of the MAGIC things with workflows is that you could make a change, save it, test it and be done. With Process Builder, you have to clone, enter a new name (WHY!), save then activate. If you find something goofy, guess what, same dang process. Much like flows, you very quickly generate a TON of versions.

Speak it Grumpy Cat!

  • Can’t edit an inactive version. Yep, this is another versioning thing. One of the things I particularly like about flows is that I can step into a previous version, make edits and save it. Of course, there is a warning that I cannot over write the previous version, I have to save it as a new flow or new version of the flow. Sometimes, if your versions are different enough, you have to dig in and see what you could have done differently.
  • Replacing Precision Tools. You could create a flow trigger stupid fast. You could do it from multiple screens and you could edit it after you have associated it with a workflow. Here is a corny analogy. Let’s say that you noticed you have a screw loose on a piece of furniture. To tighten the screw, you would go and grab the cool screw driver with multiple bits out of your tool box and tighten the screw. This is like using a flow trigger. Just the minimum to get the job done! If you were to do this same action the process builder way, you would grab the WHOLE toolbox which includes tape measures, hammers, pliers, pencils etc…and bring it back to the furniture. Sure, the toolbox contains the screw driver and you are accomplishing the goal, but you just don’t have to lug that toolbox around.

So, that is that. Let me reiterate again…I love process builder and I think it is a  fantastic piece of tech, but don’t take away the precision tools because the tool box is getting fancier!

Cleaner Page Layouts using Flows and Formulas (1 of 3)


Back in the day, when I was just a transfer student at Everett Community College, “one week” was a hit single and I was a newbie coder taking visual basic.

(Your welcome for this ear worm)

During this class, we had a discussion on page layouts, that went a little something like this:

If you design a layout that has a bad tab order, and it reduces the speed of a transaction by one second, is it a big deal? Well, consider it this way: If your software is bought by a million people, and they can complete 500 transactions a day, your one second reduction of efficiency is costing the consumer 500000000 seconds per day…which is 8,333,333 minutes or 138,888 hours. If the average wage of those users is ten dollars an hour, your one second in efficiency now has cost 1.3million dollars per day.

Not even a Lego Calculator could make that discussion cool

With guilt trip thusly set to “argh”, I focused my efforts on UI design and making things work efficiently. Even now, I can remember the tab order of one of my first CRM’s I worked on…because it was out of order.

The stakes have changed since I was taking Visual Basic. I (we) support sales, and lost productivity is not simply about lost time, but about what your sales teams COULD have been doing. The math is pretty easy…and pretty scary:

Time spent clicking / scrolling / using salesforce in an inefficient manner

X by Number of times

X by Number of Users

X by days in year

= Time wasted = Money Lost = No free coffee

For the sake of this blog post, I am going to clean up the contact layout. I have sat with my users and estimated that they waste about 2 seconds every time they hit the layout  because of a section that Marketing has requested. This section consists of four check boxes, three text boxes and one URL field in a two column layout. This section was created for marketing and was placed near to the top of the layout in return for the data not being required. This section pushed a much more used section down below the scroll line (IE, users would have to scroll to see it). Marketing has given the OK on making this section not visible as long as there is some visual refernce to these fields still on the page layout.

A user will typically hit the contact layout 25 times per day and I have 25 users. If I can compact the layout, I should be able to reduce scroll time by about half, which should save about 45 (sales) hours per year. Notice, I didn’t just say hours, I said sales hours. Sure, saving 45 regular hours might not be much in the whole scheme of things, but sales hours is like a force multiplier. If you enabled your sales teams to have even a few more minutes per week, they can make a few more calls, make a few more emails, make a few more dollars.

Take a minute to enjoy this worn out cat.


I am beat just writing about this!

I am going to break this whole thing out into three distinct chunks:

1)      Create the Summarizing Formulas (In this blog)

2)      Create the Visual Prompts (Next Blog)

3)      Make Data Entry awesome with Flows (Next Next Blog)

Summarizing Formulas

Personally, I tend to write smaller, nested formulas that analyze bits and pieces of data. This makes it a bit easier (in my opinion) to write that final formula that presents the results to the user. While you could probably write this all in one huge formula, for the sake of troubleshooting and scalability, I am going to create the following fields:

1)      Create a formula to look at the 3 text fields (Return Type is Text)




if(len(Test_Text_3__c)>0,1,0))&” out of 3 populated; ”

Text Box Formula

2)      Create a formula to look at the URL field (Return Type is Text)

if(len(Test_URL__c)>0,”URL Present”,”URL Not Present”)

URL Formula

3)      Create a formula to look at the check box fields (Return Type is Text)





if(Example_Check_Box_4__c=TRUE,1,0))&” out of 4 set to True; “Check Box Formula

4)      Create a formula to aggregate the above

Check_Example_CheckBox__c &” “& Check_Test_Text__c &” “& Check_Test_URL__cAggregate Formula

The net result is a field that will present the user with data facts not data entry points. Aside from having a cleaner layout, I a firm believer that if presented with text, most humans brains at least acknowlege that text before moving on. By reducing the clutter, you are making your overall page layout less fatiguing.

End Result

Individual Results

In the next post, I am going to discuss how we are going to visually prompt the user to give us data, but until then consider the other benefits of this type of functionality:

1) You could use these fields in reports to give better summaries

2) You could write validation rules off of these formulas rather than the individual fields

3) You could write workflows off of these formulas

See you all next week, same BatTime, same BatChannel where I will show you all how to kick it up a notch and grab your users attention!

Kick it up a notch

You totally thought I was doing Batman pic, weren’t you?


My two cents on the Salesforce / Microsoft Mashup


Back in the day (Dreamforce 2010) there was a full blown nerd version of sharks vs jets going on. Benioff said choice words like “”There’s an old industry … and they’re trying to do everything they can to stop this,”” . Fast forward to now and the big news is Microsoft and Salesforce are partnering up.



Literally, my eyes were like this

I have been chewing on this news for a week now and figured it was time for me to weigh in.

1)      This is great news for both companies. Salesforce is sometimes not exactly treated as a full on enterprise app, and Microsoft doesn’t always have the best reputation. By par   tnering with Microsoft, and by proxy SQL and inhouse data, Salesforce gains some legitimacy with old skool IT folks. Microsoft gets access to some of the most loyal geeks around (#wetweetalot)

wonder twin nerd powers activate

Old Skool IT & #ClicksNotCodeFTW

2)      This is great news for both companies (Sales). Having a better integration to Outlook and Excel, which, let’s be honest here are still the most prevalent CRM, breaks down the barriers to entry for Salesforce. By having a tighter integration to Salesforce, Microsoft plays a long game against other communication / app companies that a business might be tempted to look at. In otherwords, Microsoft is going to make more money keeping businesses in tight with Office then they will with Dynamics.

3)      This is great news for admins. I really don’t like the outlook integration as it stands now and part of that is outlooks fault. If it becomes less “installed after thought” functionality and more “Click and Work” functionality, then I have happier coworkers.

So, who are the losers in this deal?

1)      Any CRM provider not named Dynamics or Salesforce. I would be shocked if some sort of connector for Dynamics to Salesforce isn’t released, which will help Dynamics with CRM and Salesforce with ERP. The “Magic Quadrant” for CRM is already DOMINATED by the two companies, this will only keep that dominance rolling.

SAP being in the magic quadrant shook my faith in humanity

2)      Any software guy who’s last name is Ellison. Really though, the dude doesn’t worry. Oracle has so many fingers in so many pies, it is nuts. Though, Ellison does tend to try to buy out companies he finds intersting / a threat, so there is that. Like the saying goes, “No one ever got fired for buying Oracle”…Err, take that back, someone from the State of Oregon might be fired (or at least talked to in a stern voice).

Enjoy your cubicle.



Overall, I am excited to see where this goes.