In CRM Management

At Dreamforce 2016, Better Partners’ VP of Delivery and Operation, Brian Kwong, presented on when to use the various automation tools available in Salesforce.

This is becoming a more important topic as Salesforce automation tools are becoming more robust, admin-friendly, and often working with each other.

There are three primary automation tools in Salesforce:

  • Process Builder / Workflow Rules
  • Visual Workflow (Flow)
  • Apex

Workflow rules is the original admin-friendly automation tool. This tool is being replaced by Process Builder, another admin-friendly tool that is more robust with more functionality.

Visual Workflow, or Flow as it’s commonly called, is also an admin-friendly tool. It is more complicated than Process Builder. To be successful, the user needs to understand some basic programing vocabulary and some basic programming processes. Flow cannot be called on its own and requires a user to specifically call (Click a button) or be called by another feature like Process Builder or Apex.

The final tool is Apex which is the programming language of the Salesforce platform. It’s not considered to be admin-friendly and does require knowledge of programming.

Knowing when to use each of these tools and when to use them together is a very important part of creating a holistic solution. Each has it’s own benefits and downsides. For example, the Admin-friendly tools are easy to update and maintain since they require not code. These tools can be used directly in production, although Better Partners strongly recommends using  a sandbox for creating and testing before any automation is done in your live environment.

Salesforce recorded the video. You can see the chatter session and video at the following URL, but you will need to have attended Dreamforce:

You can also see the video at this link: 

Or just view it down below

Hope you enjoyed this blog post on When to Use Salesforce Flow, Workflow and Apex!

Contact Better Partners for more Salesforce tips or business consultation on Flow, Workflow and Apex!

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