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Tool

Information

Process Builder

  • Has a visual designer

  • Useful for multiple if/then statements

  • Creates records but would not delete them

  • Updated fields in related records

  • Can invoke other processes, launch a flow, and submit for approval.

  • Can post to Chatter, send an email alert, or send a custom notification

  • Starts when records change, or when a platform event is received. Can be invoked by another process.

Flow Builder

  • Works with Pulsar

  • Has a visual designer

  • Good for complex processes with multiple layers of evaluation

  • Starts on a button or link click, on access to a page or tab, on access from a utility bar, when a process starts, or when Apex is called

  • What sets the flow builder apart is that it supports Supports user interaction.

  • It cannot Cannot invoke other processes

  • Similar to the Process builder with except that it can send outbound messages without code and update any record, not just related records.

Workflow

  • The workflow tool is the simplest option and a good choice if you only have a single if/then statement in your process.

  • It only starts when a record is changed, and supports time-based actions.

  • The workflow can only create record tasks and only updates the record or its parent.

  • It can send outbound messages without code.

Approvals

  • The approvals tool is also good for a single if/then statement, but

  • it starts in more ways - when a user clicks a button or link, when a process or flow starts with a Submit for Approval action, or when Apex is called.

  • The approvals tool only creates record tasks, only sends email alerts, and can send outbound messages without code.

  • Like the workflow tool, the approvals tool only updates the record or its parent.

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