You can automate business processes to save users' time and enforce consistency. Salesforce has point-and-click tools to easily automate your business processes. This page aims to explain if any of these processes can be used offline within Pulsar.
Four ways to automate business processes
A brief summary of the four Salesforce process automation tools follows. For more information about these tools, refer to Salesforce help - Which Automation Tool Do I Use?
Tool | Information |
---|---|
Process Builder |
|
Flow Builder |
|
Workflow |
|
Approvals | Good for a single if/then statement
|
Which tools does Pulsar support?
Flow Builder Tool - Fully Offline if you are running Salesforce Field Service within Pulsar
When creating flows using the flow builder, save them as the Field Service Mobile Flow type. Pulsar fully supports mobile flows for offline use. If you save the flow as a screen flow, your flow can not run from within Pulsar.
Process Builder and Approval Tools - Offline Initiation
For the process builder and approval tools, you can initiate a process in Pulsar while offline. For example, you can use a custom button (Submit for Approval, for instance), and mark a field in the object. The process would then watch for this change to the field and kick off the process when you are online.
Workflow Tool - Custom Solution
If you want to use the workflow process automation tool with Pulsar when you are completely offline, you will need to create your pages or triggers using one of the two methods Pulsar has to offer. You can use Pulsar as a platform and HTML/Javascript or the Pulsar Settings Language (PSL) to create a custom Pulsar app to perform the same tasks offline. For more information, refer to:
Automation tips
When using the flow builder tool, a good rule of thumb is that if your automated process works in the Salesforce Field Service mobile app, then it will work in Pulsar.
Coordinate offline and online record updates, to avoid overwriting data.
If you want to send emails, you cannot do this while offline. The emails will send the next time you are online.
If you use Lightning pages, Visualforce pages, or Apex triggers in your process automation, they will not work with Pulsar. Refer to VisualForce, Lightning Components, and Apex Triggers.