比较常用的有Flow、Process Builder、Workflow、Apex,这对于管理员来说简直就是福音呀!
业务流程Business Process Flow:流程指导是基于相同的步骤,为用户完成工作提供指导,例如销售线索流程、商机流程、案例解决流程等,它可以由用户启动或自动启动。 脚本/对话Dialog:流程指导是向导式界面交互,它是实时进程,需要由用户输入才能运行完成,它存储正在运行脚本所生成信息的实体是ProcessSession实体。 工作流Workflow:...
比较常用的有Flow、Process Builder、Workflow、Apex,这对于管理员来说简直就是福音呀!一旦部署完成,正...
复杂的业务流程,例如自动签约,可以结合flow来完成 启动一个Flow—从流程中可以启动一个自动的Flow流程 调用Apex 类—这是一个更牛的新特性。通过Process,现在你可以调用Apex类 Process Builder vs. Workflow – 我们什么时候用 Workflow vs. Process Builder vs. an Apex Trigger? 这个不是像看起来的那么简单。下面...
还有一个词是workflow,似乎也是流程的意思,那和process有什么区别呢? 有时候两种可以通用,不过一个workflow更侧重于过程中的信息流,也就是遇到关键决策点YES OR NO之后该怎么处理会有定义,在制造业中对应是是flow chart(生产工艺流程图)。 最后再考考大家,我们...
完成比完美重要 https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5 https://developer.salesforce.com/docs/atlas.en-us.salesforce_workflow_cheatsheet.meta/salesforce_workflow_cheatsheet/workflow_cheatsheet.htm
Boomi Flow For embedding in SaaS applications ClickUp Robust free plan Asana Drag and drop workflow builder, plus rules for quick automations Moxo Client-centric custom workflows to align your business processes. Related Process Workflow Software ...
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Process Builder in Salesforce vs Workflow Rules in Salesforce Issue Process Builder in Salesforce Workflow Rules in Salesforce Development Time It takes 0.5–2 days. Depending on the backlog, it takes 1–2 weeks. Testing Process Testing is done with simulated users in a sandbox environment by...
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