Tool | Information |
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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.
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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.
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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.
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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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