Explain about Salesforce Automation tools

Salesforce is a leading cloud-served Customer Relation Management (CRM) platform. It offers several resources that have gained this position because of it. Automation tools are one of Salesforce's declarative tools that make it more powerful by automating the number of administrative activities that have to be carried out manually by sales staff and their supervisors. Salesforce offers different software solutions for automating the routine business operations of the organization: Workflow, Process Creator, Permissions, and Flow Creator. Each tool comes with unique features of its own. The best automation tool for your requirements depends on the type of business operation you automate.

Salesforce WORKFLOW

Workflows are used to simplify simple procedures and can be described in a single if/then statement, meaning that if those conditions are fulfilled, the subsequent acts will be executed if they are not executed otherwise. These acts may be either direct action that takes place automatically or time-dependent action that takes place at a given time. In the case of Time-Dependent Operation, the parameters are re-evaluated at the specified time before the action is done, and if the criteria are shown to be false, the Time-Dependent Action would not be performed otherwise. The acts that can be achieved by the workflow are as follows.

Salesforce Builder for Process

Process Creator is the new automation platform from Salesforce that allows you to automate in the background almost all the company operations, you don't have any contact with the process until they are done, you only see the results. This covers all workflow functions, except for sending outbound messages without an Apex code. In a single method, it can accommodate multiple if/then statements and can execute various-different actions based on conditional statements, which will entail multiple workflows.

When a record is generated or modified, or by another mechanism, or when a platform event happens, it can be triggered. It can be used for making new documents, new assignments, sending email updates, chatting posts, posting acceptance records, upgrading any relevant records, and naming Apex code. You will not use the Method Builder.

Advantages:

The advantages are obvious from the list of features: process builders can do almost anything! You will also get several points of judgment, which means you can have far more effects than workflows. The Process Builder has also been made so quick to use by Salesforce that every administrator should have no trouble expanding their Org capabilities using this application.

Disadvantages:

The Method Designer easily runs into several limitations if you are aiming at a big scale that should be taken into consideration for a large entity. For starters, one of the limitations you might come into is the number of SOQL queries being run at once. So, if you want to use this automation feature at the same time, then choose the method.

Digital Movement of Work

For complex automation activities involving user feedback and several layers of branching logic, Visual Workflow (Flow) is well adapted. In Visual Workflow, there are two forms of flow: Screen Flow and Flow Launched Auto. Screen Flow is used to create a screen wizard to capture user data and execute user-based activities through a sequence of steps in the Salesforce company or an external framework. A user activity, such as clicking a connection or a button to start the flow, triggers it. Like other automation software, Auto Launched Flow is used to trigger flow in the context.

Processes are called in to carry out a complicated business process. Flows should not be triggered based on modifications to a record, in comparison to a process creator. They can be initiated by calling them from a Visualforce tab, from Salesforce Process Creator, or by calling them using Apex code. For deleting documents, flows may also be used.

Flow

For many managers, Flow is the unsung hero, the most effective declarative automation platform you've ever heard of. This method is also known as Visual Flow, which is mostly used to create wizard-style displays that can take a user along the way through a sequence of steps, reviewing documents.

Flow, however, can also be used without a wizard-style panel, running similarly to other automation software in the background, but far more powerful.

Features: All the features that you get from Process Builder, plus wizard-style screens, erase documents, upgrade any machine record (not just related).

Advantages:

If it can't be achieved by Process Designer, then Flow normally can. It is normally much more efficient, not only in terms of particular characteristics but in terms of the broader image. It provides administrators with access to "code-like" functions without needing to write a single line.

Disadvantages:

The drawbacks are equivalent to those of the Method Builder. There is a wide learning curve, so don't assume a screen like a Process Builder that is easy-to-use wizard style. Processes will, again, easily be interrupted.

Apex

Finally, we come to the only method that needs development expertise on this list. Apex is the very own programming language for Salesforce that can essentially do everything on the platform. For different purposes, most complicated applications would require Apex vocabulary, but even though you are not a developer, you should know why Apex is used and what it can do.

Features: All of the previous resources mentioned, and so, so much more.

Advantages:

Apex is here to save the day if declarative tools can't do the job. It can scale incredibly well, so Apex can accommodate most major deployments where constraints are usually a challenge.

Disadvantages:

Apex learning includes programming ability, and when you have to write test lessons alongside each piece of code, it can often be time-consuming. This may be seen as another gain, though, as this means it won't destroy something.

Approval

The Salesforce Approval Process automates the appropriate steps taken for the approval of a record and determines approval for approval at each level. It determines what operations will occur when applying a record for endorsement. When the record is accepted by an approver or all approvers, and even when an approver refuses a record. Field Update, Email Warning, Build Mission, and Outbound Message are the activities allowed through the Approval Process.

Initial Submission Activities occur if a user demands permission, in which the record is locked such that any user can not alter the record when approval is pending. If the approver refuses the appeal, the Final Denial Acts will be executed and the acceptance rating will be set as Refused.

What platform do I use for automation?

Each automation method has its pros and cons. One action can be taken by others while the others can not. It relies on consumer requirements. This table outlines all the functionality and behavior provided in each automation platform, go through it to decide which tool is acceptable for your organization dilemma.

Conclusion

Automation tools provide users with a clear user interface and only execute functions when a complicated set of parameters is met. Perhaps most notably, it guarantees the activities to be carried out are not neglected. To execute a complex process, you can even combine various Automation software such as Process Creator and Auto Launched Flow and can also call Apex code from the tools. In short, the roles of Salesforce Management have been made better for them. You can know more through Salesforce certification training.