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
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
Supports user interaction
Supported Actions
Call Apex code
Create records			Tasks only	Tasks only
Invoke processes
Delete records
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