Remedyforce What is the difference between process builder and workflows?

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    This document contains official content from the BMC Software Knowledge Base. It is automatically updated when the knowledge article is modified.


    PRODUCT:

    Remedyforce Service Desk


    COMPONENT:

    Remedyforce



    DETAILS:

     

       
        
         
          
           
            
             

    Salesforce provides multiple tools to automate your org’s repetitive business processes: Lightning Process Builder, Visual Workflow, Workflow, and Approvals. The automation tool that you need depends on the type of business process that you’re automating.

             
              
    • What to do when a record has certain values

      Example: Notify the account owner when a related case is escalated.

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    • Collecting information from users or customers and then doing something with that information

      Example: Customer support uses a wizard to step through a call script, and cases are created based on the information that they enter.

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    • How a record gets approved

      Example: Managers approve their direct reports’ requests for vacation.
       

                 
                  
                   
                    
                     
                      
                       

      Automation Tool Features

                       
                        
                         

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

                         
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
       Process BuilderVisual WorkflowWorkflowApprovals
      ComplexityMultiple if/then statementsComplexA single if/then statementA single if/then statement
      Visual designercheck icon indicating truecheck icon indicating true  
      Browser supportAll (Chrome recommended)All (Safari not recommended)AllAll
      Starts when                        
                               
      • Record is changed
      •                        
      • Invoked by another process
      •                       
                              
                               
      • User clicks button or link
      •                        
      • User accesses custom tab
      •                        
      • Process starts
      •                        
      • Apex is called
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      Record is changed                        
                               
      • User clicks button or link
      •                        
      • Process or flow starts that includes a Submit for Approval action
      •                        
      • Apex is called
      •                       
      Supports time-based actionscheck icon indicating truecheck icon indicating truecheck icon indicating true 
      Supports user interaction check icon indicating true  
      Supported Actions
      Call Apex codecheck icon indicating truecheck icon indicating true  
      Create recordscheck icon indicating truecheck icon indicating trueTasks onlyTasks only
      Invoke processescheck icon indicating true   
      Delete records check icon indicating true  
      Launch a flowcheck icon indicating truecheck icon indicating truecheck icon indicating true (Pilot)1 
      Post to Chattercheck icon indicating truecheck icon indicating true  
      Send emailcheck icon indicating true(Email alerts only)check icon indicating truecheck icon indicating true(Email alerts only)check icon indicating true(Email alerts only)
      Send outbound messages without code  check icon indicating truecheck icon indicating true
      Submit for approvalcheck icon indicating truecheck icon indicating true  
      Update fieldsAny related recordAny recordThe record or its parentThe record or its parent
                         
                         

      1The Process Builder has superseded flow trigger workflow actions, previously available in a pilot program. Orgs that are using flow trigger workflow actions can continue to create and edit them, but they aren’t available for new orgs.

      Source: https://trailhead.salesforce.com/modules/business_process_automation/units/process_whichtool

                        
                       
                      
                     
                    
                   
                  
                 


       

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    Article Number:

    000130868


    Article Type:

    Product/Service Description



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