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
A brief summary of the four Sales
Tool | Information |
---|---|
Process Builder |
|
Flow Builder |
|
Workflow |
|
Approvals |
|
Which tools does Pulsar support?
Fully offline use
Pulsar only supports fully offline use for automation using one of the four tools mentioned above: the flow builder.
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.
Offline initiation
For the process builder and approval tools only, you can initiate a process while offline, using a custom button, for instance, and mark a field on the object. The process would then watch for this change to the and kick off the process when you are back online. An example of this a Submit for Approval button.
Alternative solutions
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 and online record updates, to avoid overwriting data.
If your process runs in SFS mobile app then will run in Pulsar, because they use the same engine.
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, they will not work with Pulsar. Refer to 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.