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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!

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