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Learning Salesforce Visual Workflow

You're reading from   Learning Salesforce Visual Workflow Click your way to automating your various business processes using Salesforce Visual Workflow

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Product type Paperback
Published in Apr 2015
Publisher
ISBN-13 9781785289835
Length 264 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

Table of Contents (8) Chapters Close

Preface 1. Getting Started with Visual Workflow FREE CHAPTER 2. Creating Flow through Point and Click 3. Manipulating Records in Visual Workflow 4. Debugging and New Ways to Call a Flow 5. Developing Applications with Process Builder 6. Building Applications without Code 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...

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