Given a set of business requirements, recommend a solution to automate business processes.
Salesforce provides several business processes automation tools, such as Approval Processes, Workflows, Visual Workflows, and Process Builder. Depending on the use case, either of the tools can be used.
Which tool to choose depends on the type and complexity of the process to be automated:
|Approval Process||Workflow||Visual Workflow||Process Builder|
|Logic||Single if/then statement||Single if/then statement||Complex||Multiple if/then statements|
|Trigger||User, process, flow, or Apex||Record change||User, process, or Apex||Record change, or process|
It is generally recommended to automate processes with Process Builder, whenever possible. Process Builder includes almost all functionality available in workflows. On the same time, Process Builder is more powerful and flexible. A single process can therefore incorporate the logic for which multiple workflows would be required. Only outbound messages cannot be implemented in Process Builder without code. However, this can be achieved by calling Apex code from within a process.
If business processes are too complicated for Process Builder or require more advanced functionality, then the Cloud Flow Designer should be used. Flows support complex branching logic and can iterate over, and operate on several records.