Transcript
Page 1: Salesforce Reporting and Automation Basics

Salesforce Reporting and Automation Basics

6/13/2017

Garrett Farwell

Page 2: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 2

Garrett FarwellSenior Application Instructor, Salesforce

10 years Salesforce administration experience including system administration, consulting, and training

Three years instruction experience focusing on the Administrator, Developer, Reporting, and End User roles as well as other Salesforce University Courses

Page 3: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 3

Agenda

Lightning Process Builder

Demo

Reporting

Demo

Q & A

Page 4: Salesforce Reporting and Automation Basics

Lightning Process

Builder

Page 5: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 5

Lightning Process Builder

Lightning Process Builder lets you automate business processes using a visual interface.

A process can have multiple criteria nodes.

If a criteria node evaluates to true, the process branches to run the immediate actions, scheduled actions, and stops.

A process can continue after a branch by choosing the Evaluate the Next Criteria option instead of Stop.

Process versioning allows for easy tracking and maintenance.

Page 6: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 6

Lightning Process Builder

Send an email reminder to the account team if a high-value opportunity is still open ten days before the specified close date.

Update all the mailing addresses on all child contacts when a billing address is changed on an account.

Create records and notifications based on stages of an opportunity and schedule follow-up tasks that execute based on changes to records.

Create an order record with the data in the opportunity and associated account when the opportunity stage changes to Closed Won.

Page 7: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 7

Lightning Process Builder

Action Description

Create a record Create a new record.

Update records Update fields on records or any related records.

Send an email Send an email using an email alert.

Post to ChatterPost to the feed of a user, a Chatter group, or the record that started the

process.

Use a quick actionUse an object-specific or global action to create a record, update a

record, or log a call.

Submit for approval Submit a record for approval without requiring users to submit manually.

Launch a flowTrigger an auto-launched flow to automate complex business

processes.

Call Apex Call an Apex method to add customized functionality.

Page 8: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 8

Lightning Process Builder

General

Processes can be launched from changes on the record or when invoked by another process.

Call Apex code to communicate with outside systems

Easily reorder criteria in your process with drag and drop.

Reuse names when creating a new process version.

Scheduled Actions

A process can have multiple scheduled actions per criteria node.

Scheduled actions cannot be used in processes that evaluate every time a record is created or edited.

Scheduled actions cannot be used when using the Evaluate Next Criteria option.

Admins receive an email alert if a user who starts a process becomes inactive and scheduled actions fail.

To find pending process builder scheduled actions, navigate to Setup | Create | Workflows & Approvals | Flows and then Paused and Waiting Interviews.

Page 9: Salesforce Reporting and Automation Basics

Lightning Process

Builder Demo

Page 10: Salesforce Reporting and Automation Basics

Reporting

Page 11: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 11

Reporting

Reports are lists or summaries that allow you to aggregate and analyze your

data in different ways.

Page 12: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 12

Reporting: Report Formats

There are three types of report formats in Lightning Experience. Joined reports are only available in Salesforce Classic.

Tabular Report Summary Report Matrix Report

Page 13: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 13

Reporting: Tabular Report

Tabular reports provide simple

listings of your data with grand

totals.

Page 14: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 14

Reporting: Summary Report

Summary reports provide listings of data plus grouping, sorting and subtotaling.

Summary rows display

grouping information and

summarized values.

Sort groupings by

any summary

value.

Click column headers to

sort records within a

grouping.

Page 15: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 15

Reporting: Matrix Report

Matrix reports summarize data in a grid with horizontal and vertical groupings that provide totals for both rows and columns.

Page 16: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 16

Reporting: Building a Report

• What object and related objects do you want to report on?1. Object(s)

• Whose records do you want to see and for what time frame?2. Scope

• What fields do you want to see?3. Columns

• Do you want records displayed in a list (tabular), grouped (summary), in a grid (matrix), or in blocks (joined)?

4. Format

• Which field(s) do you want to group by? 5. Grouping

• Which numerical field(s) do you want to display as group subtotals and as grand totals?

6. Summaries

• What additional filters do you want (to limit the records you see)?7. Filters

• Do you want to display summarized data with highlights or as charts?

8. Highlights/Charts

Page 17: Salesforce Reporting and Automation Basics

Reporting Demo

Page 18: Salesforce Reporting and Automation Basics

© Global Knowledge Training LLC. All rights reserved. Page 18

Next Steps

Deepen your reporting capabilities:

What’s Possible: Salesforce Fundamentals

Register now

AND

Expand your skills with Administrator training:

Administration Essentials for New Admins

Register now

Page 19: Salesforce Reporting and Automation Basics

For more information contact us at:www.globalknowledge.com | 1-800-COURSES

[email protected]


Recommended