Process Builder

• Can be initiated by Pulsar

• Has a visual designer

• Useful for multiple if/then statements

• Creates records but does not delete them

• Updates fields in related records

• Invokes other processes, launches a flow, or submits for approval.

• Posts to Chatter, sends email alerts, or sends a custom notification

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

Flow Builder

• Has a visual designer

• Good for complex processes with multiple layers of evaluation

• Starts with:

  • a button or link click

  • access to a page or tab

  • access from a utility bar

  • a process starting

  • an Apex call

• Supports user interaction

• Cannot invoke other processes

• Can send outbound messages without code

• Updates any record

Workflow

• Good for a single if/then statement

• Requires customization with Pulsar as a platform and HTML/JS or Pulsar Settings Language (PSL).

• Starts when a record is changed

• Supports time-based actions.

• Creates records for the Task object

• Updates the record or its parent

• Sends outbound messages without code.

Approvals

Good for a single if/then statement

• Starts when:

  • A user clicks a button or link

  • A process or flow starts with a Submit for Approval action

  • Apex is called

• Creates records for the Task object

• Sends email alerts and outbound messages without code.

• Updates the record or its parent