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SF Process Automation Cheatsheet Web PDF

The document provides guidance on which Salesforce automation tool to use based on the complexity of the process needing automation and the available actions. It describes Approvals for automating approval processes, Process Builder for automating multiple conditional actions, Workflow for simpler conditional automations, and Flow for more complex conditional logic and processes that can't be done in the other tools. It includes a comparison chart of the features and supported actions of each tool to help determine the best fit.

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Samuel Altunian
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
392 views

SF Process Automation Cheatsheet Web PDF

The document provides guidance on which Salesforce automation tool to use based on the complexity of the process needing automation and the available actions. It describes Approvals for automating approval processes, Process Builder for automating multiple conditional actions, Workflow for simpler conditional automations, and Flow for more complex conditional logic and processes that can't be done in the other tools. It includes a comparison chart of the features and supported actions of each tool to help determine the best fit.

Uploaded by

Samuel Altunian
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Process Automation

Cheatsheet

Which Automation Tool Should I Use?

I want to automate
a process that...

requires someone determines what to guides a user


to approve or do when a record is through a series
reject a record updated/created of screens

Does the process


follow this pattern?
“If this, then
do that.”

YES NO, I need more


complex logic.

PROCESS
PROCESS
APPROVALS BUILDER FLOW
BUILDER + FLOW
(or Workflow)

Getting Started What’s Available in My Edition?


Approval processes automatically route a record to the right Enterprise, Unlimited,
Professional
Salesforce users, who then approve, reject, or reassign it. Based on and Developer
how users respond to the record at different steps throughout and at
the end of the process, Salesforce performs automated actions. Approvals Not available
The Process Builder is a point and click designer that lets you
automate multiple rules (sets of criteria and actions) in a single
process. When a new or updated record meets your specified Process
criteria, the process kicks off and performs the actions you Builder
configured.
Workflow rules operate as individual if/then processes that can
automate a subset of the actions available in Process Builder. Workflow Not available
Flows automate virtually any process. Use it to automate processes
that you can’t automate with the other three tools, like wizards or
background processes that use complex branching logic.
Visual
For more details about these use cases, see the Process Automation Not available
Workflow
module in Trailhead.
Process Automation Cheatsheet

Feature & Action Comparison


Here’s the breakdown of all the features and actions that are supported in each of our automation tools. Use it to figure out which tool is best for
your business needs.

Process Builder Flow Workflow Approvals

Complex branching
Complexity Multiple if/then statements One if/then statement One if/then statement
logic statement

Visual designer

Operates on
multiple objects

• User clicks button or link


• User clicks button,
• Record is changed link, or custom tab • Process or flow starts that
Record
Starts when • Process is invoked includes a “Submit for
• Process starts is changed
by another process Approval” action
• Apex is called
• Apex is called
Time-based
actions

User interaction

Supported Actions

Call Apex code Tasks only Tasks only

Create records

Delete records

Invoke a process

Launch a flow

Post to Chatter

Send email
(Email alerts only) (Email alerts only) (Email alerts only)

Send SOAP
messages to an
external web service (with Apex) (with Apex) (with clicks)

Submit for approval


(Automatic)

Any The record The record


Update field Any record
related record or its parent or its parent

For other cheatsheets:


http://developer.salesforce.com/cheatsheets 10042016

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