Thursday, June 4, 2015

Workflows and Process Builder - What's the Difference?

Recently SalesForce introduced a new feature called Process Builder (available to Enterprise and Unlimited editions).  The purpose of the Process Builder is to further enhance on the Workflow functionality already available in SalesForce.  

Presently, with Workflows, you can do any of the following with ease:
  • Perform field updates
  • Send automated emails
  • Create tasks
However, as you can see in the list above, you can’t post to Chatter.  Additionally, with a workflow rule, if you want to have three different automations dependant on a field, like Account>Account Type, you have to have three different workflow rules.  However, with Process Builder you can put all your logic in the “same process”.  That is because all your logic is running off the same field.  So, you could create a process that handles all the values for the same field.  

Example of SalesForce Process Builder

Of course, it isn’t as simple as the above.  Additional details on how to choose which automation tool, Workflows or Process Builder, can be found on the SalesForce Help Site here.

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