Which Salesforce Automation Tool Would You Use For The Following Use Case?
There are several Automation Tools in Salesforce like Workflow Rules, Process Builder, Flows which helps us to automate our tasks using Point and Click Approach without getting into Code. But we often get confused about which tool to use when.
SCENARIO 1:
# As an account's expiration approaches, send recurring email notifications to the owner (2 weeks before, 1 week before, 3 days before, and 1 day before).
# Update parent field based on the child field You can update parent field based on the child field using workflows. This is known as Cross-Object field update using workflow rule. To do this the objects need to be in a master detail relationship(This is mandatory).
=> Workflow Rule.
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SCENARIO 2 :
When an opportunity closes, automatically close all activities related to that opportunity and create a renewal opportunity.
=> Process Builder
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SCENARIO 3 :
Launch a troubleshooting wizard from a button, at the end of which a knowledge article is created if it'd be helpful to other users.
=> Visual Workflow
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SCENARIO 4:
When an opportunity has a discount of more than 40%, notify the CEO via email and request sign-off. Provide a way for the CEO to leave comments.
=> Approvals
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“We're fighting an army of clients, And I got a Process Builder"
