How to Guide: Process Builder

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:

What is the end goal of the process? Automate tasks for opportunities
Which object should trigger the process? Opportunities
Are multiple tools needed? Process Builder, Chatter, Email Alerts & templates
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!

Comments

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