List of Automations covered by the functionality license

José congratulates Linda on the quick and well-structured configuration of Frisbii. Users quickly got to know the app, and Sneakers box subscriptions are a big hit. Overall, he is very happy with the progress. Now, he comes back to see Linda to find out how they can facilitate the work of users by automating certain processes, since there are more and more invoices and subscriptions to manage.

The automations available in Frisbii

In addition to the standard automations available on your Salesforce platform, Frisbii offers several tools to configure the automation of business processes.

Here is the list of automations offered by Frisbii:

• Generation of invoices from quotations or opportunities

• Generating quotations from opportunities (flow)

• Issuing invoices / Creation of PDFs / Sending out PDFs by email

• Renewal of subscriptions

• Generation of invoice schedules for subscriptions

• Dunning emails for unpaid invoices

These automations are based on scheduled Apex classes and invocable methods. Let's take a look at the definition of these Salesforce tools to better understand the rest of this module.

Scheduled Apex classes

They allow you to carry out the actions necessary for your processes, on a large number of records without reaching the limits of your platform. These transactions are carried out using batches, the size of the batch can be modified (the modification requires the action of Frisbii support).

The planned Apex classes allow you to perform your automations at a fixed time conditioned on a simple formula field:

• if a trigger criterion is modified, your process takes it into account the next time it is triggered,

• if records have not been taken into account, e.g. because it was modified at the same moment by a user, they can be taken into account the next time the process is triggered.

The invocable methods

The invocable methods allow access to complete Frisbii actions (generation of an invoice from an opportunity, renewal of subscriptions ...) that you can trigger if you want in real time.

They can be used by administrators in flows or in the process builder.

Overview of the configuration steps of Frisbii automations

* Possible to configure the process exclusively in real time (invocable method in a process) and therefore not necessary to do these steps.
** Only in the real time case

Here is a list of scheduled Apex classes and invocable methods that are available in the Frisbii automation package: