By Sharif Shaalan
As a Salesforce Admin and/or Developer, you will have many tools at your disposal. Automation is a key for many business processes and Salesforce provides several options for Automation. These options can be divided into two categories: Clicks (declarative development) and Code (programming using APEX).
- Approval Processes
- An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process.
- Workflow Rule
- Workflow allows you to automate standard internal procedures and processes to save time across your organization. A Workflow Rule is the main container for a set of workflow instructions.
- Process Builder
- The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.
- APEX Trigger
- Apex Triggers enable you to perform custom actions before, or after changes to Salesforce records, such as insertions, updates or deletions.
With all of these Automation Tools at your disposal, which one should you use?
- If you are BUILDING AN APPROVAL, you should use the Approval Process. If you have a complex approval that requires dynamic routing, you may need to use Dynamic Approvals, which would require APEX.
- If the Automation Triggers on one object, has only ONE criteria and uses the actions Field Update, Send Email, Outbound Message or Create a Task, you would use a WORKFLOW RULE.
- If the Automation Triggers on one object, has only ONE criteria and DOES NOT use the actions Field Update, Send Email, Outbound Message or Create a Task, you would use a PROCESS.
- If the Automation Triggers on multiple objects that are not directly related, you would use an APEX TRIGGER.
- If the Automation Triggers on multiple objects that are directly related with multiple IF/THEN criteria, you would use a PROCESS.