Activity Forums Salesforce® Discussions How to decide which Salesforce automation tool to use?

  • Prachi

    August 9, 2018 at 5:11 am

    Hello Chanchal,

    Step 1: Understand your project requirements thoroughly

    Step 2: Consider your existing test automation tool as a benchmark

    Step 3: Identify the key criteria suitable for a project

    • Ease of Developing and Maintaining the Scripts
    • Ease of Test Execution for Non-Technical user
    • Support to Web, Desktop & Mobile application
    • Intuitive Test Report
    • Cross Browser Testing

    Step 4: Leverage Pugh Matrix Technique for Analysis

  • shradha jain

    August 9, 2018 at 5:23 am

    Hello Chanchal,

    The best automation tool for your needs depends on the type of business process that you’re automating.

    • Approval Process: Use approval process when a record needs approval.
    • For Example: Managers approve their direct reports’ requests for vacation.

    • Process Builder: Use Process Builder when you need to start a behind-the-scenes business process automatically. Processes can start when:

    1. A record is created
    2.  A record is updated
    3.  A platform event occurs

    • Cloud Flow Designer: Use Cloud Flow Designer to automate a guided visual experience.Add more functionality for a behind-the-scenes process than is available in Process Builder. Build the more complex functionality in the Cloud Flow Designer. Then call the resulting flow from the process.Start a behind-the-scenes business process when a user clicks something, like a button.

    For example, when an opportunity is won, your company wants a renewal opportunity to be created automatically.As you see later in this module, you can build parts of that use case as a process, but the rest has to be built in a flow.

    • Apex: Use Apex when you need more functionality than is available in Process Builder or Cloud Flow Designer. Build the more complex functionality as invocable Apex methods. Then call the resulting Apex as an Apex action in the process or as an Apex element in the flow.
    • WorkFlow Rules: Process Builder includes almost all the functionality that’s available in workflow rules, and more. In fact, a single process can do what it would normally take multiple workflow rules to do. The only thing you can do with workflow that you can’t do with processes is send outbound messages without code.


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