Workflow & Process Builder

Workflow & Process Builder

Workflow is an automated process that fires an action based upon evaluation criteria and rule criteria

This is configuration

Workflow is an automated process that fires an action based upon evaluation criteria and rule criteria

Time-dependent workflow action cannot be created for: "created, and every time it's edited".

Avoid recursion with: Re-evaluate Workflow Rules after Field Change
Actions:

• tasks
• field updates
• outbound messages
• email updates

Example: accounts have a checkbox based on it we need to restrict the creation of tasks: workflow

Process Builder is similar to workflow but with many advanced features.

When you create a process in the Process Builder, you start by choosing an object. 

Then you tell the Process Builder what to evaluate when someone creates or changes a record on that object. 

With the Process Builder, you can even schedule actions to trigger at specified times.

can even call Apex from a process.

Process builder we can update child records, if we annotate invocable we can call this from process builder

Recursion can be allowed.

• Workflow can only have one criteria whereas process builder can have multiple.
• Process builder allows you to update child records whereas workflow does not. Thus we can avoid multiple workflows and use one process builder to achieve all the functionality.
• Process builders can call apex but workflow can not. process builder calls the apex methods which are marked as @InvocableMethod
• Workflow supports outboud messages whereas process builder does not but we can write apex code to trigger mail and call that from process builder.