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.