Activity Forums Salesforce® Discussions How to determine which automation tools is suited best for automating particular bussiness process in certain condition in salesforce?

  • Suraj

    Member
    April 5, 2017 at 2:20 pm

    Hi Saurabh,

    Salesforce provides multiple tools to automate your organization’s repetitive business processes: Approvals, Process Builder, Workflow, and Visual Workflow.

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

    • When a Record need to be Approved

    To automate your organization’s processes for approving records, create approval processes.

    • When a Record Has Certain Values

    You can Use Workflow, Process Builder, and Visual Workflow.

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