Book Image

Salesforce Process Builder Quick Start Guide

By : Rakesh Gupta
Book Image

Salesforce Process Builder Quick Start Guide

By: Rakesh Gupta

Overview of this book

Salesforce Management System is an information system used in CRM to automate business processes, such as sales and marketing. Process Builder is a visual tool created to automate business processes in Salesforce. It enables users with no coding expertise to build complex Salesforce workflows. The book starts with an introduction to Process Builder, focussing on the building blocks of creating Processes. Then you will learn about different applications of Process Builder for developing streamlined solutions. You will learn how to easily automate business processes and tackle complex business scenarios using Processes. The book explains the workings of the Process Builder so that you can create reusable processes. It also explains how you can migrate existing Workflow Rules to Process Builder. By the end of the book, you will have a clear understanding of how to use Flows and Process Builder to optimize code usage.
Table of Contents (12 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Foreword
Contributors
Preface
Index

Differences between Process Builder and other tools


Salesforce offers various tools to automate business processes; for example, Visual Workflow, Workflow Rule, and Process Builder. So, it is necessary to understand the differences between these tools, and when to use which one. The following table describes the differences 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

Yes

Call Apex code?

No

Yes

Yes

Create records

Only task

Yes

Yes

Invoke processes

No

No

Yes

Update records?

Yes, but only fields from the same record or parent (in case of master-detail relationship)

Yes, any record

Yes, any related record

Delete records?

No

Yes

No

Launch a Flow?

No

Yes

Yes

Post to Chatter?

No

Yes

Yes, but only textpost

Send an email?

Yes

Yes

Yes

Submit for approval?

No

Yes

Yes

Send outbound messages?

Yes

No

No

Supports user interaction?

No

Yes

No

Version control?

No

Yes

Yes

Supports user input at runtime?

No

Yes (through screen elements)

No

Supports unauthenticated access?

No

Yes (through Force.com sites)

No

Can pause on runtime?

No

Yes

No

Allows modification

After deactivation, you can modify the Workflow Rule

Once Flow is activated, you can't modify it, and the same applies after deactivation

Once process is activated, you can't modify it, and the same applies after deactivation

Delete

Once Workflow is deactivated, you can immediately delete it

Once Flow is deactivated, you can immediately delete it

Once process is deactivated, you can immediately delete it

Version Control

No

Yes (number of versions you can create for a Flow is 50)

Yes (number of versions you can create for a process is 50)