Salesforce Developer Process Automation


// Salesforce - Developer - Process Automation - Overview:

Salesforce provides multiple tools to automate your org’s repetitive business 

1. Lightning Process Builder (Process Builder)
2. Visual Workflow
3. Workflow
4. Approvals

The automation tool that you need depends on the type of business process that 
you’re automating.  Common scenarios:

1. What to do when a record has certain values. Example: Notify the account 
   owner when a related case is escalated.

2. Collecting information from users or customers and then doing something 
   with that information. Example: Customer support uses a wizard to step 
   through a call script, and cases are created based on the information that 
   they enter.

3. How a record gets approved. Example: Managers approve their direct reports’ 
   requests for vacation.

// What to Do When a Record Has Certain Values:

Three of our tools can address this use case: 

1. Workflow
2. Process Builder
3. Visual Workflow. 

These tools create workflow rules, processes, and flows.  We recommend starting 
with Process Builder, especially for business processes that can be simplified 
to if/then statements. For example: if a case is escalated, then notify the 
account owner.

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 cannot do with processes is sending outbound messages without 
code. However, you can work around this limitation by calling Apex code from a 

If the process is too complicated for the Process Builder or requires more 
advanced functionality, create a flow by using the Cloud Flow Designer. For 
example, create a flow to:

1. Use complex branching logic (if certain conditions are true, evaluate for 
   further conditions). 

   Example: First, check whether a case is escalated. If the case is escalated, 
   check the account’s region and route the case accordingly.

2. Sort through, iterate over, and operate on several records.

   Example: After an opportunity is closed and won, calculate the opportunity’s 
   discount. Then apply that discount to all the related opportunity products.

// Get Information from Users or Customers and Do Something with It:

If you need to build a wizard to collect information, Visual Workflow is the 
tool for you. 

Create a flow that displays information to and requests information from a user. 
Then take the information that they enter and perform actions in Salesforce with 

For example, create a flow that walks customer support representatives through 
a call script. The flow uses information that the representative entered, such 
as the caller’s name and account number, to create a case that’s assigned to the 
right person.

We can add more complexity to the flow to match our business process. For 

1. Route the representative to different screens, depending on earlier choices. 
   This prevents the representative from doing things like trying to upsell a 
   product to a customer who already bought that product.

2. Check whether the reported problem is blocking the customer’s business and 
   the account is high-value. If so, the flow notifies the region director.

// How a Record Gets Approved

For example, when an employee requests time off, that time has to be approved by 
the employee’s manager. You need to ensure that when a time-off request is 
submitted for approval, the right person (the employee’s manager) receives the 

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

// Automation Tool Features:

Here’s a breakdown of all the features and actions that are supported in each 
automation tool. Use it to determine which tool is best for your business needs:

To choose the appropriate automation tool, check the table on (scroll to the section labeled with  
"Automation Tool Features"

The Process Builder has superseded flow trigger workflow actions, previously 
available in a pilot program. Orgs that are using flow trigger workflow actions 
can continue to create and edit them, but they are not available for new orgs.
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