Declarative Automation Tools in Salesforce

Hello everyone, today we are going to discuss about very interesting stuff of Salesforce. Before going ahead, I want to ask one question to you.   

Do you like coding?  

If your answer is yes, then it’s awesome and if your answer is no. Then no need to worry. This article helps you a lot to deal with some automation processes without coding. Yup, Salesforce provides some declarative automation tools which help you out to process some automation and process internally. Automation process fire when given criteria match.   

Example: – If you want when Opportunity created/Updated with an amount greater then 50,000. Then the Opportunity stage updated as Closed Won.   

So, when criteria (Opportunity: Amount GREATER OR EQUAL 50,000) met stage field update automatically.   

Following are tools which are provided by Salesforce: –  

Workflow Rule  

Process Builder  


Workflow Rule

It is a very basic automation tool for Salesforce. We can use this tool for four purposes.   

New Task  

New Email Alert  

New Field Update  

New Outbound Message  

Workflow rule has some limitations one of them is you can’t update the field of the child object. So, we will talk about process builder which has some extra features than workflow.   

Process Builder

The process builder is more powerful than workflow. We can update any field or related object. You can perform more process using this tool. Here, you can play with more than one criteria or you can perform if/else condition.   

Example: – If you remember the above example, we were updating the field when criteria have met. With process builder, we can set else condition like if criteria are met then update the field otherwise send the mail to the user.   

We can use a process builder to perform around eleven automation. Below is the list of automation.   


Create a Record  

Email Alerts  


Post to Chatter  


Quick Action  


Send Custom Notification  

Submit for Approval  

Update Records  


Flow is a very powerful automation tool. Using this tool, you can deal with complex logic. You can collect, create, edit and update the field.  

Using app builder, you can set your flow as a component on the page. You do not need to write a single line of code, it’s just a drag and drop. 

Below chart give you clarity about the strength of the tool and the different functionality provided by these tools. 

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