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Automation Tool Features – process builder vs visual workflow vs workflow vs approvals


Automation Tool Features

Here’s a breakdown of all the features and actions that are supported in each automation tool. Use it to determine which tool is best for your business needs.

Process Builder Visual Workflow Workflow Approvals
Complexity Multiple if/then statements Complex A single if/then statement A single if/then statement
Visual designer check icon indicating true check icon indicating true
Browser support All (Chrome recommended) All (Safari not recommended) All All
Starts when
  • Record is changed
  • Invoked by another process
  • User clicks button or link
  • User accesses custom tab
  • Process starts
  • Apex is called
Record is changed
  • User clicks button or link
  • Process or flow starts that includes a Submit for Approval action
  • Apex is called
Supports time-based actions check icon indicating true check icon indicating true check icon indicating true
Supports user interaction check icon indicating true
Supported Actions
Call Apex code check icon indicating true check icon indicating true
Create records check icon indicating true check icon indicating true Tasks only Tasks only
Invoke processes check icon indicating true
Delete records check icon indicating true
Launch a flow check icon indicating true check icon indicating true check icon indicating true(Pilot)1
Post to Chatter check icon indicating true check icon indicating true
Send email check icon indicating true(Email alerts only) check icon indicating true check icon indicating true(Email alerts only) check icon indicating true(Email alerts only)
Send outbound messages without code check icon indicating true check icon indicating true
Submit for approval check icon indicating true check icon indicating true
Update fields Any related record Any record The record or its parent The record or its parent

1The Process Builder has superseded flow trigger workflow actions, previously available in a pilot program. Orgs that are using flow trigger workflow actions can continue to create and edit them, but they aren’t available for new orgs

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