https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_process_automation 写在开篇:Flow应该是18年开始使用,当时的Flow也并没有现在这么强大,而且当时稳定性也间歇性存疑,所以项目中能使用trigger的坚决不使用SF的automation 工具,workflow / process builder / flow在一个全新的SI项目基本不太考虑。
https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_process_automation 写在开篇:Flow应该是18年开始使用,当时的Flow也并没有现在这么强大,而且当时稳定性也间歇性存疑,所以项目中能使用trigger的坚决不使用SF的automation 工具,workflow / process builder / flow在一个全新的SI项目基本不太考...
Workflow Rules in Salesforce is a way to automate business processes. Based on some criteria, many things can be done with Workflow Rules.
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Salesforce把停用Workflow Rules和Process Builder的原因归结于用户需求地不断发展。通过将资源集中在Flow Builder上,Salesforce旨在提供一个更高效、适应性更强的自动化解决方案,以满足当今动态业务环境的需求。 Flow的功能远不止Workflow Rules和Process Builder。具体而言,Flow提供以下功能: ...
Flow management: We manage flows in Salesforce from setup area. We can edit its properties, activate, deactivate, delete, or run it from here. Runtime: Flow users can then run the active flow from a custom button, tab, link, or directly from the flow URL ...
Salesforce Flowis a powerful tool that enables Trailblazers like you to bring the value of workflow automation to your business processes. With a simple drag-and-drop interface, Flow helps you automate complex processes using clicks, not code. In March 2022, customers saved109 billion hours of ...
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
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Auto-sync data across platforms (e.g., Salesforce, QuickBooks) to eliminate manual entry. AI-Driven Analytics & Insights: Monitorcustom workflowswith dashboards that highlight trends, delays, or compliance risks using predictive analytics.