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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Difference between Process Builder and other tools


Salesforce offers different tools to automate the business process, for example, Visual Workflow, Workflow Rule, and Process Builder. So, it is important to understand the difference between these tools and when to use which. The following table describes the difference between these tools:

Workflow

Flow

Process Builder

Visual Designer

Not available

Available

Available

Start When

- A record is created or edited

- It can by invoked by another process

- User clicks on custom button/link

- A process starts

- Apex is called

- Inline Visualforce Page

- The user accesses a custom tab

A record is created or edited

Supported Time-based actions

Yes

Yes

Yes

Call Apex Code

No

Yes

Yes

Create Records

Only task

Yes

Yes

Update Records

Yes (only fields from the same record or parent)

Yes, any record

Yes, any related record

Delete Records

Yes

Launch a Flow

No

Yes

Yes

Post To Chatter

No

Yes

Yes...

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