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Showing posts with the label Workflow

Workflow vs process builder

Many times we come across situations where we have to decide whether i should use workflow rules or process builder. Below are few comparisons between them to help you to decide over the two. Workflows :- 1. Can be used to fire an action when any record is created or updated. 2. Can be used to fire an action when the record subsequently meets the workflow criteria    Eg:- We have a workflow rule which should fire an action when account type is "Hot".     If we select "subsequently meets" option then the workflow will fire when account type field is changed from some value to "Hot". 3. To update a field on the record initiated the workflow or to update the parent record field. 4. To send email alerts when the workflow is fired. 5. To create a task on the record which initiated the workflow. 6. To create an outbound message.     Outbound message are single line integrations to the third party system where we specify the     ...