How do you automate processes using Salesforce?
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In Salesforce, Record Types serve a key purpose in managing and customizing different business processes for different users, departments, or use cases within the same object. Here’s a breakdown of their primary purpose.
Automating processes in Salesforce is one of the platform’s superpowers — it helps reduce manual work, increase accuracy, and keep everything flowing smoothly. Salesforce offers several tools for automation depending on your needs and complexity. Here's a breakdown of how you can automate processes:
🔧 1. Tools for Automation in Salesforce
a. Flow Builder (💪 Powerful & Flexible)
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Use for: Complex logic, multiple steps, updates across objects.
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Types of Flows:
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Record-Triggered Flows – Auto-run when a record is created/updated.
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Scheduled Flows – Run at specific times (e.g., daily updates).
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Screen Flows – Used for guided user interactions.
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Auto-Launched Flows – Called by Apex, another flow, or process builder.
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✅ Example Use Case: When a new lead is created, check qualification criteria, assign to a sales rep, and send a welcome email.
b. Process Builder (📉 Being phased out)
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Use for: Simpler processes like field updates, email alerts, or calling flows.
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Still works, but Salesforce recommends using Flow Builder going forward.
✅ Example: If a case is marked “Escalated,” send an alert to the support manager.
c. Workflow Rules (📜 Legacy)
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Use for: Very basic automation (field updates, email alerts, task creation).
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Also being phased out in favor of Flow Builder.
d. Approval Processes
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Use for: Structured reviews (e.g., expense or discount approvals).
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Define steps, approvers, criteria, and actions when approved/rejected.
✅ Example: Sales discounts over 20% must go to a manager for approval.
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