Workflows, Flows and Processes - what's the difference?

Many of the automations build into HandsOn Connect were created using workflows.  With the advent of Salesforce Lightning however, Process Builders is the newer way to automate actions in Salesforce.

Learn about workflows to learn how to manage existing HOC workflows.  But if you're going to create a new workflow - consider creating a Process instead.

If you've had HandsOn Connect customized for you to create new automations - its quite likely they were created using Processes instead of Workflows.

Salesforce has three automation tools

Workflows - This is the long-running automation tool in Salesforce. Much of the automation in HandsOn Connect was built by using workflows.  Read further in this chapter to learn about working with workflows, and the many workflows that are part of HandsOn COnnect.

Processes - Processes are built using "Process Builder" - and have largely replaced workflows as the easiest and most powerful way to create automations in Salesforce.  We recommend learning about Process Builder and using it, rather than workflows, to create new automations in your HandsOn Connect instance.

Flows: Flows are even more powerful than Processes but requiring a greater amount of progammng knowledge.  They are built using Cloud Flow Designer and have a relatively steep learning curve. They allow for user interaction and can handle complex looping processes.

To learn more about which automation tool to use, see this article in Salesforce Help.

To learn more about Processes and Flows — see this training module in Trailhead:

Lightning Flow


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