Salesforce Q&A Part 3:


Q) What are the automation tool in salesforce?
Ans. Approvals, Process Builder, Workflow, and Visual Workflow.

Q) What is a process builder?
Ans. A process builder is a workflow tool with improved functionality to improve business processes.
It provides user friendly graphical representation (like a flow chat)to build process.
Process builder is easy  to create using point and click  efficiency and design entire process at one place rather than creating several workflow.
Process builder is a mighty tool for Admins to create small automation without using any apex code. It can be designed by collaborating with different teams also.
A process builder can be configured in three types:
1. Criteria that determine when to execute Action group.
2. Immediate action on meeting the criteria.
3. Scheduled action on meeting criteria.(not for in-vocable processes)
Process Builder perform the same actions as workflow except for outbound messages. But with the Process Builder, you can:
 Create a record
 Update any related record—not just the record or its parent
 Use a quick action to create a record, update a record, or log a call
 Invoke a process from another process
 Launch a flow—you can’t schedule this action with workflow
 Send an email
 Post to Chatter
 Submit for approval

Q) Difference b/w process builder and workflow.
Ans. A workflow is an automation process/tool that perform certain actions(below) whenever the rule associated with it (while creation) is met.

Workflow does only 4 actions
 Create Task
 Update Field
 Email Alert
 Outbound Message

Process Builder perform more actions than workflow.But the process builder doesn’t support outbound messages.
 Create a record
 Update any related record—not just the record or its parent
 Use a quick action to create a record, update a record, or log a call
 Invoke a process from another process
 Launch a flow—you can’t schedule this action with workflow
 Send an email
 Post to Chatter
 Submit for approval.

Q) What do you mean by approval process?
Ans. An approval process is an automated process your organization can use to approve records in Salesforce.
An approval process specifies the steps necessary for a record to be approved and who must approve it at each step.
A step can apply to all records included in the process, or just records that have certain attributes.
An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.

Q) What is an Approval process?
Ans.  Approval process is an automation process to approve records. This approval is again divided into steps, each step has one or several records to be updated by assigned to approvers.


Q) Explain the Order of multiple Approval process?
Ans. Multiple approval process works explicitly and can only work for a single object once i.e. one approval process is completed fully then another will run.

Q) How does dependent approval process execute in case of delay?
Ans. There are no dependent approval process.

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