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Explain the differences between Workflow and Process Builder in Salesforce?
Explain the differences between Workflow and Process Builder in Salesforce?
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2 Replies
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Workflows and the Process Builder are declarative automation tools that can be used to extend the Salesforce platforms functionality. Both have point and click functionality and have a variety of functionality and features to automate business processes.
Workflow Rules – An automation tool that can evaluate an argument, and kick off an automation function. These functions can include a field update, sending an email message, creating a task, or sending an outbound message. A workflow can only evaluate a single criteria before it either triggers the automation or does not.
Process Builder – The process builder is a newer automation tool that has a wider variety of functions. These include creating a record, updating child records, posting to chatter, launching a flow and more (See full list here). The process builder can evaluate multiple criteria and trigger different automation depending on the one met.
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Workflow enables you to set up workflow rules. A workflow rule identifies what kinds of record changes or additions trigger specified workflow actions, such as sending email alerts and updating record fields.
Workflow rules and actions are associated with a specific object (and can cross objects only to update fields on a related master record).
Visual Workflow:
Visual Workflow enables you to create flows, which are triggered by users rather than events. Unlike Workflow, which always executes rules and actions behind the scenes, Visual Workflow offers screens for displaying and collecting information from the user running the flow.
Flows aren’t tied to any one object. They can look up, create, update, and delete records for multiple objects.
Process Builder:
The Process Builder’s simple and powerful design allows you to:Create your processes using a convenient layout with point-and-click efficiency.
Create your whole process in one place rather than using multiple workflow rules.
Create processes by collaborating with different teams in your business.
Stop using Apex code to automate simple tasks.Hope this helps you
Thanks
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