Create workflow rules, approval processes, and automation using Flow and Process Builder (16% of exam).
Covers workflow rules and approval processes for business process automation. Includes Process Builder and Flow for more complex automation scenarios. Also covers best practices for process automation and choosing the right tool.
5 minutes
5 Questions
Workflow and Process Automation in Salesforce refers to the powerful tools that enable administrators to automate repetitive business processes, reducing manual effort and ensuring consistency across the organization.
Salesforce offers several automation tools:
**Workflow Rules** are the most basic automation tool, allowing you to automate standard internal procedures based on record changes. When a record meets specified criteria, workflow rules can trigger four types of actions: Field Updates (modify field values), Email Alerts (send notifications), Tasks (create task records), and Outbound Messages (send data to external systems).
**Process Builder** provides a more robust solution with a visual interface. It supports multiple if-then statements, can update related records, create records, post to Chatter, submit records for approval, launch flows, and invoke Apex code. Process Builder handles more complex scenarios than workflow rules.
**Flow Builder** (formerly Visual Workflow) is the most powerful declarative automation tool. It allows administrators to build complex business processes with screens for user input, decision elements, loops, and data manipulation. Flows can be launched from various entry points including buttons, links, Lightning pages, or scheduled times.
**Approval Processes** automate the approval of records by routing them to designated approvers based on criteria. They include initial submission actions, approval steps, final approval actions, and rejection actions.
Salesforce recommends using Flow Builder as the primary automation tool going forward, as it combines the capabilities of workflow rules and Process Builder while offering greater flexibility.
Key considerations for administrators include understanding record-triggered automation order of execution, avoiding recursive loops, and choosing the appropriate tool based on complexity requirements. Best practices suggest documenting automation logic, testing thoroughly in sandbox environments, and considering performance implications when designing automated processes.
Mastering these tools is essential for Platform Administrators to streamline operations and improve organizational efficiency.Workflow and Process Automation in Salesforce refers to the powerful tools that enable administrators to automate repetitive business processes, reducing manual effort and ensuring consistency across the organization.
Salesforce offers several automation tools:
**Workflow Rules** are the most bas…