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What is the main difference between workflow and process builder?
The major difference between workflows and process builder is the number of operations or actions they have. But the process builder doesn’t support outbound messages. Workflows enable us to set up rules that are evaluated and the corresponding action is executed based on the type of change in record.
When should I use workflow over process builder?
For updating related records, Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship. Process Builder can also update multiple related records in a situation when all of a record’s child records need the same update.
What happens when field update is done using process builder?
If field update is done using Process builder, then the record will go through complete Save cycle again. If field update is done using Workflow field update, then Custom validation rules, duplicate rules, and escalation rules will not run again.
When to use process builder instead of workflow?
For this scenario, We will go for process builder because using workflow we cannot update related record other than master detail Scenario 2 – Update all related case and Contacts with the same phone of account whenever account phone changed.
Can a parent record be updated in process builder?
For updating related records, Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship. Process Builder can also update multiple related records in a situation when all of a record’s child records need the same update.
When does a workflow need to be initiated?
Workflow has been an admin’s friend for a long time. Workflows can: These can be initiated when a record is created, whenever it meets a certain condition, or whenever it is first set to meet a certain condition. The actions can be performed in any combination and can even have a time delay, rather than be performed immediately.