Salesforce Automation Tools
Hey there, Salesforce provides different tools to automate your organization’s business processes.Every Automation tools are given below.
- Process Builder
- Flow Designer
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|
|Browser support||All (Chrome recommended)||All (Safari not recommended)||All||All|
||Record is changed||
|Supports time-based actions|
|Supports user interaction|
|Call Apex code|
|Create records||Tasks only||Tasks only|
|Launch a flow||(Pilot)1|
|Post to Chatter|
|Send email||(Email alerts only)||(Email alerts only)||(Email alerts only)|
|Send outbound messages without code|
|Submit for approval|
|Update fields||Any related record||Any record||The record or its parent||The record or its parent|
Reference: Salesforce Dev Docs