Tag Archives: Workflow

Difference between Process Builder and Workflow in Salesforce

Process builder allows you to do the below actions:

  • Create a new record.
  • Update any related record.
  • Quick action creates or updates record or log call.
  • Launch a flow.
  • Send an email
  • Post to Chatter.
  • Submit for approval
  • Call apex methods
  • But the process builder doesn’t support outbound messages.

Workflows can only handle four types of actions:

  • Create Task.
  • Update Field.
  • Email Alert.
  • Outbound Message.

Difference between trigger and workflow rule

Workflow Rules:

  • Workflow is an automated process that fired after an action, based on evaluation criteria and rule criteria.
  • Workflow actions are Field Update, Email alert, Task alert and outbound message.
  • Workflow will be helpful to update the same object or master object in custom master-detail relationships.
  • We cannot fire workflows after record has been deleted.
  • We cannot query from database on workflow.

Trigger:

  • Trigger is a piece of code that executes before or after, when an DML event occurs like insert, update or Delete.
  • Trigger executes before or after these types of operations insert, update, delete, merge, upsert & undelete.
  • We can access the trigger across the object and related to that objects.
  • We can use DML operations in one trigger.
  • We can use SOQL’s from data base in one trigger.

Salesforce Workflow Rule Evaluation Criteria

created :

  • The workflow rule will be evaluated the rule criteria when a record is created. If the rule criteria is met, run the rule.
  • With this option, the rule never runs more than once per record.

created, and every time it’s edited :

  • The workflow rule will be evaluated the rule criteria each time a record is created or updated. If the rule criteria is met, run the rule.
  • With this option, the rule repeatedly runs every time a record is edited, as long as the record meets the rule criteria.
  • We cannot add time-dependent actions to the rule if you select this option.

created, and any time it’s edited to subsequently meet criteria :

  • The workflow rule will be evaluated the rule criteria each time a record is created or updated.
  • For a new record, run the rule if the rule criteria is met.
  • For an updated record, run the rule only if the record is changed from not meeting the rule criteria to meeting the rule criteria.
  • With this option, the rule can run multiple times per record, but it won’t run when the record edits are unrelated to the rule criteria.
  • For example, Suppose the Director wants to be notified when an Opportunity value is > $50,000. Using this criteria, the rule would fire when the Opportunity is created with a value $60,000 and the Director would get an email notifying him of this Opportunity. Now if the record is changed from a value of $60,000 to $75,000 the rule does not fire again because it has already met the criteria at its initial creation. Now if the reverse happened, and the value went from $60,000 to $40,000 nothing would happen since the record doesn’t meet the criteria for the rule. But, if in another subsequent change, the value increased to $55,000 the criteria would again be met, and since the record didn’t previously meet the criteria during the last change, the rule would again fire and the Director would receive a new alert.