Process Builder, Flow Designer, Workflow, Approval Process | Salesforce Automation Tool

salesforce automation tools

Salesforce Automation Tools

Hey there, Salesforce provides different tools to automate your organization’s business processes.Every Automation tools are given below.

  • Workflow
  • Process Builder
  • Flow Designer
  • Approvals

Why This Automation Tools ?

Workflow Rule : Workflow Rules are involed with send E-mails alerts, assign tasks, update fields on trigger criteria based requirements. First you need to create a new rule, then Select the object to which the workflow rule applies.

Process Builder : Process builder support you to automate business processes like record update, email alerts and any tasks you assign. It’s just like a updated version(But its totally new one) of workflow rules containing more features also its more powerful compared with workflow rule.

Flow: It’s is an automation tool inside the Salesforce that automates a business process by collecting user data and performing operations in your salesforce org or an external system. It can fetch, delete, update and create records on one or multiple objects. 

Approvals : An approval process is an process used to approve a records in salesforce based on certain criteria. The approval process will do two types of process one is approval then another one is rejection of a record. This approvel and rejection based on the criteria. 

Automation Tools Consideration

  • Salesforce Workflow rule only supports four types of actions
  • Workflow field update only possible on MD relationship
  • Outbound messagees only suppored with Workflow and approvel process
  • Our Process builder supports field with both MD and Lookup relationship
  • Delete action action only possible with Flow.

Automation Tools Comparison For You

  Process Builder Flow Designer Workflow Approvals
Complexity Multiple if/then statements Complex A single if/then statement A single if/then statement
Visual designer check icon indicating true check icon indicating true    
Browser support All (Chrome recommended) All (Safari not recommended) All All
Starts when
  • Record is changed
  • Invoked by another process
  • Platform event occurs
  • User clicks button or link
  • User accesses Lightning page, Community page, Visualforce page, or custom tab
  • User accesses item in a utility bar
  • Process starts
  • Apex is called
Record is changed
  • User clicks button or link
  • Process or flow starts that includes a Submit for Approval action
  • Apex is called
Supports time-based actions check icon indicating true check icon indicating true check icon indicating true  
Supports user interaction   check icon indicating true    
Supported Actions
Call Apex code check icon indicating true check icon indicating true    
Create records check icon indicating true check icon indicating true Tasks only Tasks only
Invoke processes check icon indicating true      
Delete records   check icon indicating true    
Launch a flow check icon indicating true check icon indicating true check icon indicating true(Pilot)1  
Post to Chatter check icon indicating true check icon indicating true    
Send email check icon indicating true(Email alerts only) check icon indicating true check icon indicating true(Email alerts only) check icon indicating true(Email alerts only)
Send outbound messages without code     check icon indicating true check icon indicating true
Submit for approval check icon indicating true check icon indicating true    
Update fields Any related record Any record The record or its parent The record or its parent

Reference: Salesforce Dev Docs

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