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We are a branch based organization that operates off of one org.  Each sales team wants to be able to have their own automated task flows that reflect the way they run business.  Which is easy right just use process builder or workflow rules to generate these tasks, but at this point we have over 200 different branches and our team nor salesforce can sustain calling that much unique process automation.  

 

Is anyone aware of a tool out there that could accomplish the level of customization that each team desires, but also does not burden our team or system.  Or is there any creative ideas out there that are salesforce native? 
5 réponses
  1. 6 déc. 2018, 15:14
    That's fair. Let's see if we can help change your mind about consultants ;)

     

    It sounds like you have a strong team in-house, so it's good to know you can utilise it if need-be. Now, the thing about process builder is that you can check lots of different criteria, and perform lots of actions, in a single process. So one of the things you can do is begin to merge some of your processes on the same object. Since there are a lot, you might want to group them by topic.

     

    Now, ask yourself what the difference is between the different task flows for your various teams. It could be that several stages could be merged from across teams if the differences are insignificant enough.

     

    If you find that you truly have 200 different processes to follow, then you can consider a coded or hybrid solution. You can still use process builder to trigger the creation of tasks, but you can use an invocable method to do all the heavy lifting and complex decisions. I'm obviously not familiar with the types of processes you have, but in theory they could build a sort of templating model for the various teams. From the process builder point of view, you'd then be able to merge a lot of steps into one, and the logic wil be carried out by Apex code.

     

    I'd love to be able to offer more advice, and to do that we'd need to discuss some of the specifics. For example, take two teams and tell me how (and why) each is configured differently, and we'll see what solutions we can come up with to reduce some of that configuration.
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