You can automate business processes to save users' time and enforce consistency. Salesforce has point-and-click tools to automate your business processes. Learn how to use these tools with Pulsar to automate processes for offline use.
Four ways to automate business processes
Tool | Information |
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Process Builder |
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Workflow |
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Approvals |
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Which tools does Pulsar support?
Pulsar only supports fully offline use for automation using one of the four tools mentioned above: the flow builder.
Note - 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 will only run when online during a sync.
If you want to use the other workflow solutions with Pulsar when you are completely offline, you will need to rewrite these 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.
Automation tips
Coordinate offline/online record updates
if it runs in SFS mobile app then will run in Pulsar
If you use Apex triggers or want to send emails, you cannot do this while offline. The triggers will fire and the emails will send the next time you are online.
Lightning pages, Visualforce pages, or Apex triggers do not work with Pulsar. See the page about this...VisualForce, Lightning Components, and Apex Triggers
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.
Questions
Which process automation tool - https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5
What are tasks in relation to creating records?
Is a lightning page the same as a lightning component?
What is a time-based action?
Does method 1 from VisualForce, Lightning Components, and Apex Triggers work with the other three tools?