Process Automation

• SF provides 4 automation tools:
• Workflow
• Process Builder
• Visual Workflow – collect info
• Approvals
• The only thing you can do with workflow that you can’t do with processes is send outbound messages without code.
• Cloud Flow Designer – for more complex workflow logics.
• Can reorder criteria, but not action. Need to delete & recreate action to reorder.
• Scheduled action – only if process starts with creating a record.
• Automated process consist of:
• Criteria
• Actions – Immediate or scheduled

Process Builder

• 
• Click Advanced and select Yes (6).When you select this option, the process ignores record changes that aren’t relevant to your defined criteria. For example, if a user edits the record by adding a description, the process won’t execute the associated actions. Note: This setting isn’t available if:
  
• Your process starts only when a record is created.
  
• Your process starts when a record is created or edited and the criteria node doesn’t evaluate any criteria.
  
• The criteria node evaluates a formula, but the formula doesn’t include a reference to the record that started the process.
  
• Your process uses the Is changed operator in a filter condition.