-
What is the difference between Workflow, Process builder and Visual flow?
What is the difference between Workflow, Process builder and Visual flow in Salesforce?
-
2 Replies
-
Hello Shweta,
All of the above tools come under automation in Salesforce but there are many differences among them.
Workflow is used to perform only 4 actions automatically and is based on a single if-then condition.
Workflows actions:
1. Assign task
2. Email alerts
3. Field updates
4. Outbound messageProcess builder is the advanced version of workflow and can work upon multiple if then conditions and also there are many more actions available in Process builder.
Process Builder actions:
1. Create and update records
2. Send an Email alert
3. Submit a record for approval
4. Invoke a process from another process
5. Launch a flow
6. We can call apex methods
7. Post to chatter
<b style="font-family: inherit; font-size: inherit;">
<b style="font-family: inherit; font-size: inherit;">Visual Workflow can execute business processes, interact with the database, invoke Apex classes (an Apex class implements the Process.Plugin interface), and create a series of screens to take user input in order to collect and update data in Salesforce; Flows can also be built with no user interface to allow them to be run from automated processes. -
Workflow:
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.
Log In to reply.
Popular Salesforce Blogs
All You Need to Know About the Salesforce Service Cloud
In this Blog, we will take a look at the topic of Service Cloud in Salesforce. As Customer service has a greater impact on the…
Salesforce Consulting Services: How does the Salesforce IoT Cloud System Build Customer Experience?
There has been a buzz around IoT technology, and some are branding it as revolutionary. Due to it, the popularity of IoT devices has soured…
8 Best Strategies for Effective Salesforce Marketing Cloud Implementation
Introduction In today's digital age, businesses are increasingly turning to powerful marketing automation platforms to streamline their marketing efforts and enhance customer engagement. Salesforce Marketing…
Popular Salesforce Videos
Creating Multi Screen Wizard Using Apex and Visualforce Salesforce
Watch this video to learn how to create a Multi-screen wizard using Apex and Visualforce Salesforce. If you have any questions do let us know…
How to Build an Offline Salesforce App, Part 1: Authenticate with Salesforce
This video tutorial will guide you through the following steps: * Integrating the Salesforce connector * Modifying the login screen and process * Authenticating with…
Run UI Tests with UTAM | Salesforce Developer Tutorial
Testing apps is critical to ensure quality and there are different types of tests such as unit tests, integrations tests or end-to-end tests just to…