Understanding the use cases for approvals, Workflow, Flow, and Process Builder
Understanding the use cases for process automation tools in the Lightning Platform is considered an important skill for an app builder and this competency is tested in the Salesforce Certified Platform App Builder Exam as part of the test criteria:
- Describe the capabilities of and use cases for approval processes.
- Describe the capabilities of and use cases for Workflow, Flow, and Process Builder.
Let's look at the use cases for approvals, Workflow, Flow, and Process Builder and begin by considering the use cases for approvals.
Use cases for approvals
Approval processes are manually triggered by users and also automatically when the approval is specified for auto launching by other process automation tools (provided that the entry criteria matches the specified record field values). Approval processes consist of multiple steps, whereby actions are executed depending upon whether...