Salesforce Obscura: Stop! Put That Process Builder Down!

Mickey Mouse as the Sorcerer’s Apprentice from Disney’s Fantasia. We all know what happens next.

Do you really need to automate that?

A wiser Micky, getting trampled by his relentless automations and wondering if he should sorcel some fire to burn the brooms. Because how could brooms on fire go wrong?

A Simple Checklist that Is Really Hard to Complete

1. Can I speak to the manager (of this process)?

2. How much of this process is “always” or “never” (versus “mostly except for the exceptions”)?

3. Can the requester walk you through it in Salesforce with manual data entry?

4. Can you build a list or report that shows all of the records to be acted on?

  • Which records that should show up don’t?
  • Which records that do show up shouldn’t?
  • Are there patterns? Do those patterns need to be incorporated into your logic?
  • Can you use the information on the list to bulk edit or bulk change the data that you want to automate?

Congratulations! You might have an automation candidate!

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Operationalizationer — one who defines a fuzzy concept so it becomes clear, measurable, and empirically observable. Founder @ deepwhydesign.com

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Jenn Taylor

Operationalizationer — one who defines a fuzzy concept so it becomes clear, measurable, and empirically observable. Founder @ deepwhydesign.com