Today, Salesforce is the world’s leading Customer relationship management solution provider that helps grow businesses efficiently. Salesforce users leverage the core capabilities and enriched functionalities of Salesforce, from sending reminders to follow up with customers to creating sales projections and reporting accurately for top-level management.
Fortunately, Salesforce enables to create workflows and program tasks to automate business processes. Workflow rules and program tasks can be created with simple drop-down menus and flow charts. You can create a number of rule-based on certain criteria you set like sending an email, task creation, or field updation. These fantastic automation features within Salesforce help eliminate manual entry of data and save valuable time and efforts of sales representatives.
In this blog post, we will discuss the Workflow rules and Process Builder and the steps that are followed to create a Process Builder in Salesforce.
What are Salesforce Workflow Rules?
Workflow rules are the orders created by a Salesforce user to perform automated actions when certain conditions or series of conditions are met. These tasks can happen suddenly or can be scheduled at a particular time based on a trigger.
Various actions that are performed by Salesforce Workflow:
1. Field Updation – Displays new data after altering a field when certain conditions are met.
2. Sending email – Salesforce users can generate preset emails by including plain text and HTML. These emails can be automatically sent when certain conditions have taken place in Salesforce. You can use mail merge for displaying the recipient’s first name, company, and other personal information.
3. Assigning Task – Once predefined conditions have taken place, you can set a new task for a particular user.
4. Sending a message to a different system
Sending an outgoing XML message to a specific URL outside the Salesforce ecosystem.
Salesforce Workflow has two components for salespeople to get the information about the quantity, type, and results that can be expected based on a certain scenario.
- Criteria – These are the “if” part of the procedure that is associated with the rule and must be true in order to perform the action with the linked expression.
- Actions – These are “then” part. It consists of actions that take place when conditions are met.
What is Salesforce Process Builder?
Salesforce Process Builder is a powerful yet automated tool for Salesforce admin that allows them to:
- Easily create processes through a convenient layout with point-and-click functionality.
- Create the whole process in one place rather than using various workflow rules.
- Create processes by interacting with different teams in your business.
- Automate simple tasks without using Apex code.
- Post on chatter to share information with any user.
- Launch or trigger the flow from your process to automate multiple processes.
Difference between Workflow Rules in Salesforce and Process Builder in Salesforce
With Process Builder, you perform a lot more actions than Workflow Rules such as :
- Create a record,
- Update any related record(Master-Detail – Lookup)
- Using a quick action to create a record, update a record, or log a call
- Launch a flow
- Send an email
- Publish to chatter
- Send for approval
- Call Apex methods
But the process builder does not support outgoing messages.
However, the Workflow can only perform 4 actions:
- Create Task
- Update fields (Same Object or Master Object in Master-Detail Relationship)
- Email notification
- Outbound Message
Scenario 1 – If there is any change into Contact Name then you need to update the Latest Contact custom field of Associated Account with the latest Changes into the account name.
In this scenario, the Process Builder is perfect because when using workflow we cannot update related records other than master-detail.
Scenario 2 – Update Latest Opportunity custom field of Account Object with the opportunity name that was recently closed.
Workflow is the right and innovative automation tool for the scenario described above, because the relationship between Account and Opportunity is Master-Details and using workflow rule we can update the master record and the same record.
Scenario 3 – Update all related cases and Contacts with the same phone of account whenever the account phone changed.
Process Builder is the perfect tool here because we need to update all contacts and cases. There may be more than one, and the Process builder allows you to do the same thing.
Steps to Create Process Builder in Salesforce
Setup–> Build–> Create–> Workflow and approvals–> Process builder
Step 1: Click on New to create a new process builder. A popup box appears where you need to fill name, description, and choose when to start the process from the following options
- A record changes
- A platform event occurs
- It’s invoked by another process
Then, click Save.
Now the screen will show the flowchart of what a Process Builder in Salesforce looks like.
Step 2: To begin the process, click on the Add Object. A screen appears on the right-hand side where you have to select the object name and the option to start the process and then click on save.
In an advanced option below, select yes if you want to enable the process to evaluate a record many times in a single transaction.
Step 3: Now, select criteria to evaluate the process. Click on Add Criteria, enter the name of criteria, and choose one of the below options for executing actions.
- Conditions are met
- Formula evaluates to true
- No criteria—just execute the actions
Step 4: Click on the add row to add multiple conditions.
Set the condition and select the field and select one of the conditions among:
- All of the conditions are met (AND)
- Any of the conditions are met (OR)
- Customize the logic
If required, we can schedule the action by setting a schedule button that has time and date to select. To Stop the flow click on stop. We can add more flows one after another or click on the activate button to assign data in the correct format and check validation rules. Process builder can perform more actions than Workflows in Salesforce.
Process Builder or Visual representation based Workflow Rules allow users to create customized processes and personalized user experiences. Both tools provide a large selection of actions they can perform based on criteria defined by the user. Available actions can be extended by packages installed in the org. This provides another way in which you can use the features for building customized scenarios.