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Salesforce Process Builder Quick Start Guide

You're reading from   Salesforce Process Builder Quick Start Guide Build complex workflows by clicking, not coding

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Product type Paperback
Published in Jul 2018
Publisher
ISBN-13 9781789344318
Length 170 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

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)

You have been reading a chapter from
Salesforce Process Builder Quick Start Guide
Published in: Jul 2018
Publisher:
ISBN-13: 9781789344318
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