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How to determine which automation tools is suited best for automating particular bussiness process in certain condition in salesforce?
How to determine which automation tools is suited best for automating particular business process in certain condition in salesforce?
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1 Reply
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Hi Saurabh,
Salesforce provides multiple tools to automate your organization’s repetitive business processes: Approvals, Process Builder, Workflow, and Visual Workflow.
The best automation tool for your needs depends on the type of business process that you’re automating.
- When a Record need to be Approved
To automate your organization’s processes for approving records, create approval processes.
- When a Record Has Certain Values
You can Use Workflow, Process Builder, and Visual Workflow.
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