Salesforce workflow rules automate tasks based on specific conditions, allowing actions like field updates and email notifications, but are complex and require more development time. In contrast, the Process Builder offers a user-friendly interface for creating automated processes quickly, typically in 0.5 to 2 days, facilitating collaboration across teams and requiring less technical expertise. Key differences include ease of use, testing environments, and the levels of skills needed for implementation.

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SALESFORCE WORKFLOW RULES
VS. PROCESS BUILDER
TM

2. What are Salesforce Workflow Rules?
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Workflow rules are the orders
created by a Salesforce user to
perform automated actions when
certain conditions or series of
conditions are met. These tasks
can happen instantly or can be
scheduled at a particular time,
based on a trigger.
TM

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Various actions that are performed
by Salesforce Workflow:
Field
Updation
Sending email
Assigning Task
Sending a message to a
different system
Displays new data
after altering a field
when certain
conditions are met.
Salesforce users can
generate preset emails
by including plain text
and HTML.
Once predefined
conditions have
taken place, you
can set a new task
for a particular
user.
Sending an outgoing
XML message to a
specific URL outside
the Salesforce
ecosystem.
TM

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What is Salesforce Process Builder?
Process Builder is a powerful yet automated tool for Salesforce
admins that allows them to:
Easily create processes through a
convenient layout with point-
and-click functionality.
Create the whole process in one
place rather than using various
workflow rules.
Create processes by interacting
with different teams in your
business.
Automate simple tasks
without using Apex code.
Post on chatter to share
information with any user.
Launch or trigger the flow from
your process to automate
multiple processes.
TM

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Difference between Workflow Rules in
Salesforce and Process Builder in SalesforceTMTM
Development Time Workflow Rules take 1-2 weeks depending on the backlog. On the
other hand, the process builder takes 0.5 to 2 days.
Testing Process In Workflow rules, testing takes place in a sandbox by the
developer whereas in process builder testing takes place in
the Sandbox environment by the administrator.

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Workflow Design Workflow rules are difficult to understand but process builder is
easy-to-use as it uses visual breakdown.
Skills Required
Process Tracking
In workflow rules more innovative developer resources are
needed while business analyst skills with admin help are
needed in process builder.
Visual representation is not required for monitoring in Workflow
rules but visual representation is required for monitoring the
status in process builder.

7. Thank
You
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