Workflow / Process Automation

Question 1

What’s a workflow used for?

Answer 1

works best when you want to send outbound messages without code,

Question 2

What’s process builder used for?

Answer 2

• used to refine existing processes* and works great with simple processes that can be simplified to if/then statements. can do almost everything work flow can do.
  ex. if a case is escalated then notify the account owner.

Question 3

What’s flow builder used for?

Answer 3

• recommended to be used for all behind-the-scenes automation tools and to create a new automated process*
  ex. Use complex branching logic, sort through iterate over, and operate on several records

Question 4

start with what automation tools first?

Answer 4

start with declarative tools first then work yourself up to code

Question 5

For all behind-the-scenes automation needs use

Answer 5

Flow builder

Question 6

When should you use apex?

Answer 6

When you need more functionality than is available in flow builder.

Question 7

which tools are included in the salesforce flow product?

Answer 7

Flow Builder and Process Builder

Question 8

what is process builder?

Answer 8

is a point-and-click tool that lets you easily automate if/then business processes and a graphical representation of your process as you build.

Question 9

what are the main triggers of a process in process builder

Answer 9

Record Change: Only when a record is created or edited most common

Invocable: It’s called by another process

Platform Event: A platform event message is received

Question 10

salesforce flow, Flow builder, flow

Answer 10

salesforce flow: The products in which you can build, and manage flows and processes. process builder/ flow builder
Flow builder: a point-and-click tool for building flows
Flow: the actual thing you built to automate a business process