Comparing workflows and approval processes
Both workflows and approval processes help us automate business processes. Let's quickly have a recap of both:
Workflow rules |
Approval process |
---|---|
Workflow rules are triggered immediately and automatically after saving |
The record has to be sent for approval manually by clicking on Submit for approval |
Workflow actions are executed immediately or are time-dependent |
There is a separate action for each step of the approval process |
They have a single set of criteria and action |
This is a multi-step process |
They are completely automated |
This requires a manual decision at every stage |
This covers automating a business process using workflows and approvals. It is worth noting that the records can be approved ...
Get Salesforce Platform App Builder Certification Handbook now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.