Process Builder vs Flows: navigating Salesforce automation

Process Builder and Flows are both built using the same Salesforce feature called Lightning Flow.

But what are the differences between the two, and when should you be using each? Below, we’ve answered some of the most common questions we get asked.

What is Process Builder?

Process Builder is an automated Salesforce tool that allows you to control the order of actions or evaluate the criteria for a record.

Process Builder gives you the ability to use straightforward ‘If/Then’ logic to easily add automation to your Salesforce environment. Process Builders consist of a triggering event, criteria, then an action that will take place (you can also make these time dependent).

For example, If a user updates a field/creates a new record that matches the criteria Then the system will trigger an action. The UI of Process Builder allows creators to ‘point and click’ to create automation which lends itself nicely for a technical Business Analyst or a less technical system admin persona – however, it doesn’t come with as many ‘bells and whistles’ as Flows.

Limitations of Process Builder

Each Process Builder only relates to one object that you set up to start on
Once you have the triggering object, you can only use child objects in relation to the current object
Cannot delete records
Cannot do more complex actions
Actions are evaluated in the order they appear in process builder

Key actions you can complete with Process Builder

Launch Apex *this will only show apex classes with an invokable method
Updating a field
Creating a record
Sending an Email Alert
Launching a flow *This now flows can be launched without a process builder, however, if you would like to add a ‘Wait’ element in your flow you will need to launch the flow from a process builder
Post to Chatter
Processes * Allows you to launch invokable processes
Quick Actions
Quip
Send Custom Notifications
Send Survey Invitation
Submit for approval

What are Flows?

In Salesforce, a Flow is an application that gives you the ability to automate complex processes and even allows you to provide end-users with quick screens to input the data you need.

With each new release of Flow, Salesforce is paving the way for a declarative solution that has a lot of the same capabilities as code. Flow also takes up a lot less processing time than Process Builder (depending on how you build them) so it should be taken into consideration if you are building multi-node process builders.

If you have a background in technology and have dabbled with code before, the logic of Flow tends to make more sense. If that’s not your background you can still learn, and Salesforce has some great Trailheads to help you quickly get up to speed!

How flows can be triggered:

Screen flows: if you need a user-friendly interface to collect data, this is your key
Scheduled-triggered flows: before this could only be done using code!
Auto launched flows: triggered from Process builder, apex, platform events
Record-triggered: When a record updates or is created that meets criteria it can fire a flow
- Used to need a process builder to do this for you
- These can now run before or after the record is saved, process builder can only do after a record is saved
Platform event-triggered flow: when an event message is received it can trigger a flow

Key actions you can complete with Flows

Update records
Loop through records
Search for unrelated objects/records
Submit for approval
Adding in pause or ‘Wait’ elements
Post to Chatter
Create new records
Sending email alerts
Apex
Using ‘PRIORVALUE’ if you are using a record-triggered flow

When to use each

Process Builder

BEST FOR: Simple automation to update the current record or child records

Flows

BEST FOR: Complex automation

On Opportunity stage = close won: Create one project from a template
For meeting creation: Create a project kick-off meeting as soon as a project is created
For ticket creation: If the health of a project turns red create a risk ticket

On Opportunity stage = close won: Create multiple projects from templates related to the opportunity products sold
For meeting creation: Create a scheduled meeting that gets created weekly for implementation projects
For ticket creation: Create a flow screen to guide users to create tickets on the Account page

AUTHOR

Cloud Coach

Cloud Coach specializes in enterprise-class project, PSA & PPM software built for businesses that want to make strategic investments in their success.

Unleashing the Power of AI: Revolutionizing Customer Success Teams

In today’s rapidly evolving business landscape, organizations are constantly looking to find innovative ways to improve customer satisfaction and retention....

Cloud Coach

Jun 20 2023 7 min read

Driving Customer Success: Key Metrics for Optimal Performance

In today’s customer-centric business landscape, customer success is increasingly taking center stage. With large and diverse customer bases, organizations understand...