How to Guide: Process Builder - Think! Organize.

Organize

My mom provided a rough outline of a process that would help her sales team.  The next step is to translate this to Salesforce terms. Start with the basic questions:

1. What is the end goal of the process?  Automate tasks for opportunities
2. Which object should trigger the process? Opportunities
3. Are multiple tools needed? Process Builder, Chatter, Email Alerts & templates
4. What should drive the order of your process? Opportunity stages

Items for each opportunity stage - Translating the Process:

• Prospecting - If an opportunity for a new customer is opened, associate all open tasks on the account with that opportunity. (Opportunities can open in several stages)
• Evaluating - Same as above.
• Quote - same as above.
• If the opportunity is over $20,000, post to a chatter group. 
• Invoiced
• Close any open tasks.
• Add task for invoice follow up 
• Add task to extend trial licenses.  (I added this for mom even though she didn’t ask for it!)
• Closed/won
• Notify the opportunity owner that the deal has been won.
• If it’s a new deal, add new customer on-boarding tasks plus a mid-year follow up task.
• If it’s a renewal opportunity, add renewal follow-up tasks. 
• For big deals - over $10,000 post to the chatter group.
• Close any task related to the opportunity
• Closed/lost
• Close any task related to the opportunity.
• Notify opportunity owner when it’s time to check back in on the deal.
• Notify the sales manager with the closed / loss reason. 

Now that the process is organized, we are finally ready to start clicking!