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What is the difference between Workflow, Process builder and Visual flow?
What is the difference between Workflow, Process builder and Visual flow in Salesforce?
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2 Replies
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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.
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