What is the business value of using Process Builder versus Workflow? Process builder automates your business processes and provides a visual flow as you are creating the process. There are three types of automation processes that Process Builder supports. A record change process starts when a record is created or updated. An event process starts…
Category: Business Process Automation
Business Process Automation
How do you decide on which automation tool to use? Salesforce provides several tools to automate repetitive business processes. Approvals Process Builder Workflow Flow Builder Record Approvals Example: A manager needs to approve an employee’s time off for vacation. When the employee submits the request, the manager needs to receive the request. To automate this…