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How to Guide: Process Builder - Stop! Which tool?

Which tool?

 What is the Trailhead Baby's secret to dominating process builder challenges?  It's simple:
Stop
Think
Click


Before I start clicking, I consider which Salesforce tool is the best fit to solve the challenge.  I'm not - yet - an Apex guru, so coding is not an option.  How do you pick between Process Builder, Flow, Workflow, and Approvals?  





Essentially, process builder offers the most flexibility, and I usually prefer it unless….

  • User interaction is necessary or you need to update a non-related record = use flow. (Or trigger a flow through process builder!  I try to keep my flows as simple as possible.)
  • You need to send an outbound message (not an email alert) = use workflow.
  • Something is being approved = approval process. (duh!)

When in doubt, look for clues.  You may recognize some of these from Superbadges.

  1.  “This approval process...is available whenever the opportunity stage is….”  Approval!
  2. “Create a process named...to automatically create a fulfillment record whenever…” -Process Builder!  Why?  Only Visual Workflow and Process Builder can create a non-task record.  You could use visual workflow- but it would be much more difficult.
  3. When an opportunity is closed/won, create a installation record, prompting the user to choose an installation date. -Visual Workflow! Why?  User interaction is needed and a non-related record must be created.

    Next...Make a plan!

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