My experience over the years has found that people can almost always come up with a reason why automation doesn’t work for their business case.
This is also known as “because I’m special” logic.
What I want to do is propose a few ways to break through that barrier and get automation going for your organization.
Once you start, everyone will love it, you just have to get over that first hump.
What I propose you do is build for 95% of situations. I could say 99% which is closer to the truth, but then it sounds like the whole 99% of people thing which was cool for awhile. It also isn’t true for this case – it’s for 100% of people, just 95% of cases.
Ever tried to explain a junction object to business users prior to implementing?
Struggle to find the right example because they can poke holes in any real business example?
Ever feel like you might as well be explaining nuclear physics to a wombat?
I want to propose one that has yet to fail me
Let’s say that hypothetically you are currently working at a place that doesn’t allow you to access Gmail/Yahoo Mail/Outlook web mail, etc because it’s blocked.
Let’s say that you see the emails come in on your phone but really hate responding to emails on your phone because:
- Typos are annoying to you to see later
- You make typos when using your phone
- You tend to be long winded, possibly why you find a blog fun to write
Let’s say that not responding to emails drives you nuts, but by the time you get home you’ll forget
Let’s say that this hypothetical workplace has Salesforce, and you can always access your own Developer Org from there
What if I told you there was a way to bring all these things together and get around this whole mess completely. Is that something you might be interested in?
I saw this request come up again on the Salesforce Community last week and thought that there must be a way to solve it. This is something I see all the time and is a common request.
I believe that much of what I’ve done here can be completed using the Process Builder but I decided to use Andy Fawcett’s Declarative Lookup Rollup Summaries instead because as of right now that’s what I’m more comfortable with. For those that want to try this with Process Builder and Flows, take a look at Michael Gill’s solution and see if you can get a hybrid version going. Hopefully I’ll find some more time soon and can take a stab at that as a follow-up post to bring the solution completely in-house