Book Image

Learning Salesforce Visual Workflow

By : Rakesh Gupta
Book Image

Learning Salesforce Visual Workflow

By: Rakesh Gupta

Overview of this book

Table of Contents (14 chapters)
Learning Salesforce Visual Workflow
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Differences between Process Builder and other tools


Salesforce offers various tools to automate business processes, for example, Flow, Workflow Rule, and Process Builder. So, it is required to understand the difference between these tools and when to use which. The following table describes the difference between these tools:

 

Workflow

Flow

Process Builder

Visual designer

Not available

Available

Available

Starts when

A record is created or edited

  • The user clicks on a custom button/link

  • A Process starts

  • Apex is called

  • Inline Visualforce page

  • The user accesses a custom tab

A record is created or edited

Supports time-based actions?

Yes

Yes

Supported, but only one scheduled-actions per criteria. This means that in the same Process, you can't send an e-mail after 5 days, 10 days, or 20 days, and so on.

Call Apex code?

No

Yes

Yes

Create records

Only task

Yes

Yes

Update records?

Yes, but only fields from the same record or parent

Yes, any record

Yes, any related...