Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases now! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Learning Salesforce Visual Workflow and Process Builder

You're reading from   Learning Salesforce Visual Workflow and Process Builder Flows and automation for enhanced business productivity

Arrow left icon
Product type Paperback
Published in May 2017
Publisher
ISBN-13 9781787284999
Length 448 pages
Edition 2nd Edition
Arrow right icon
Author (1):
Arrow left icon
Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
Arrow right icon
View More author details
Toc

Table of Contents (9) 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 Efficient and Performance Optimized Processes 7. Building Applications without Code 8. Enabling Flows to Work with Lightning Experience

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 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

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...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime