Salesforce provides great tools to automate your organization’s repetitive business processes, such as Process Builder and Workflow. They both available in Lightning Experience. The best Automation tool for your needs depends on the type od business that you are automating.
What is Salesforce Process Builder?
Process Builder help you to automate your business processes and gives you a graphical representation as you build. You can perform several actions, such as create a record, update record, post to chatter, send push notification, etc…
Additionally, when the rules fires, it can be set complete a number of the following actions:
- Create a record
- Update any related record
- Use a quick action to create a record, update a record, or log a call
- Launch a flow
- Send an email
- Send survey invitation
- Send Custom notification
- Post to Chatter
- Submit for approval
- Call Apex methods
What are Workflow Rules?
Workflow enables to set up workflow rules that identify what kinds of record changes or additions trigger specified workflow actions, such as sending email alerts, create a task, updating record fields and send an outbound message
Additionally, when the rule fires, it can be set to complete a number of the following actions:
- Field Updates
- Email Alerts
- Create Tasks
- Send an Outbound Message
So, what is the difference between Workflow and Process Builder?
To give you a high-level breakdown between the two, let’s compare them side-by-side:
According Salesforce Process Builder is the future of Salesforce. All new functionality for the workflow use case will come through Process Builder only. If we want to use the shiny new functionality in Salesforce Lightning. Start to use Lightning Process builder from today.
Mira Shah is 2X Salesforce Certified / Platform Champion / 2X Salesforce Ranger / 7X Superbadge / Answer Leader on Salesforce community / Downunder Dreaming Speaker (Brisbane Edition)
She is a active blogger and founder of Miraforce.