Logo
X
  • Who We Serve
    • By Role

      • CEO / Business Executives
      • CTO / IT Professionals
      • COO / Operations Head
    • By Industries

      • Healthcare
      • Digital Commerce
      • Travel and Transportation
      • Real Estate
      • Software and Technology
  • Our Technology Focus
    • Web
    • Mobile
    • Enterprise
    • Artificial Intelligence
    • Blockchain
    • DevOps
    • Internet Of Things
  • Discover Daffodil
    • About
    • Leadership
    • Corporate Social
      Responsibility
    • Partners
    • Careers
  • Resources
    • Blog

    • E-Books

    • Case Studies

    • View all resources

  • Who We Serve
    • By Role

      • CEO / Business Executives
      • CTO / IT Professionals
      • COO / Operations Head
    • By Industries

      • Healthcare
      • Digital Commerce
      • Travel and Transportation
      • Real Estate
      • Software and Technology
  • Our Technology Focus
    • Web

      Create responsive web apps that excel across all platforms

    • Mobile

      User centric mobile app development services that help you scale.

    • Enterprise

      Innovation-driven enterprise services to help you achieve more efficiency and cost savings

      • Domains
      • Artificial Intelligence
      • DevOps
      • Blockchain
      • Internet Of Things
  • Discover Daffodil
    • About
    • Leadership
    • Corporate Social Responsibilities
    • Partners
    • Careers
  • Resources
    • Blog

      Insights for building and maintaining your software projects

    • E-Books

      Our publications for the connected software ecosystem

    • Case Studies

      The impact that we have created for our clients

    • View all resources
daffodil-logo
Get in Touch
  • What We Do
    • Product Engineering

    • Discover & Frame Workshop
    • Software Development
    • Software Testing
    • Managed Cloud Services
    • Support & Maintenance
    • Smart Teams

    • Dedicated Teams
    • Offshore Development Centre
    • Enterprise Services

    • Technology Consulting
    • Robotic Process Automation
    • Legacy Modernization
    • Enterprise Mobility
    • ECM Solutions
  • Who We Serve
    • By Industry

    • Healthcare
    • Software & Technology
    • Finance
    • Banking
    • Real Estate
    • Travel & Transportation
    • Public Sector
    • Media & Entertainment
    • By Role

    • CEO / Business executives
    • CTO / IT professionals
    • COO / Operations
  • Our Expertise
    • Mobility
    • UI/UX Design
    • Blockchain
    • DevOps
    • Artificial Intelligence
    • Data Enrichment
    • Digital Transformation
    • Internet of Things
    • Digital Commerce
    • OTT Platforms
    • eLearning Solutions
    • Salesforce
    • Business Intelligence
    • Managed IT Services
    • AWS Services
    • Application Security
    • Digital Marketing
  • Case Studies
  • Discover Daffodil
    • About us
    • Partnership
    • Career & Culture
    • Case Studies
    • Leadership
    • Resources
    • Insights Blog
    • Corporate Social Responsibility
Get in Touch
blog header image.png

Software Engineering Insights

Salesforce Workflow Vs Process Builder: Which one to use?

Nov 11, 2020 4:31:06 PM

  • Tweet

Salesforce Workflow vs Process Builder

Workflow and Process Builder are Salesforce business process automation tools. 

While Workflow has been there for a while, Process Builder is a newer and more powerful tool capable of more complex tasks.

With more and more admins switching to Process Builder from Workflow, it only makes sense to anyone which one is better. But that doesn’t mean that Workflow can be ruled out. 

It may seem that Process Builder is better but it essentially was launched to create complex Workflow rules only. 

In this article, we explain the difference between the two and which tool should you use.

What is Salesforce Workflow?

In Salesforce, Workflow is where you automate or build ‘rules’ for all your actions. It converts your single action to a series of actions. Essentially it reduces the amount of time and effort of the sales reps enabling them with more bandwidth for other processes. 

Next question is, how different is Workflow from Workflow Rules? 

When a Salesforce user creates an order for an automated action – that is called a workflow rule. These individual or sets of actions can either take place instantly or be scheduled for later. 

Workflow on the other hand is the complete list of tasks that you perform throughout the customer journey. 

What is Salesforce Process Builder?

A point and click admin tool by Salesforce – Process Builder is used – for automation of sales processes. A successor to Workflow, Process Builder is the feature to swear by. 

If your team is familiarized with Workflow the transition to Process Builder is only going to be smooth and you will notice the difference as well. 

On the other hand, if you have been using Workflow for long and are content with its use why would you want to migrate to a much costlier Process Builder? Some organizations find Workflow better to manage large scale automation. 

But the glitch here is that there are no more updates on Workflow. Process Builder gets updated by Salesforce regularly, so if there’s an issue you know it will be fixed in no time. 

Also Read: 7 Reasons Why You Should Switch to Salesforce Lightning right now

Difference between Salesforce Workflow and Process Builder

By now you are aware that both are automation interfaces that carry out similar functions. The features are different though. Here are some of those features. 

Workflow can handle Task Management, Process Flow, automated approvals, and is used for sending messages, emails, or updating an existing field. 

Process Builder on the other hand can be used to create records, trigger a flow, Apex codes, post to chatter, send email alerts, approval submissions, and taking quick actions. 

Which one should you use?

As mentioned above Process Builder performs the same tasks as Workflow. The two things that set it apart from Workflow are calling Apex methods and business-oriented processes. 

If you are a startup or a medium-sized business, it’s futile to invest in a Process Builder. 

Process Builder is meant for users who want to handle a specific task with a complex, bulk configuration.

Workflow comparatively is easier to use and implement for any business irrespective of size or scale. The readymade application can be used to create workflows with respective fields. All you need to do is fill up the forms and your data will be securely uploaded to a centralized location. Teams can use it to perform daily tasks with effective results. 

Also Read: Salesforce Sales Cloud vs Service Cloud: All you need to know

Takeaway 

Salesforce is developing Process Builder to be the main tool to build your automation and future updates will only make it more powerful. But when building complex automation, extra care needs to be taken to make sure errors are avoided. Errors in automation result in major consequences. If you are looking to transition your existing processes to Process Builder or looking to implement Salesforce from scratch our team can help you with the right solution. Book a free consultation.  

Topics: CloudOps

Devi Singh

Written by Devi Singh

Content crafter at Daffodil. Eager to bring the latest ideas and developments in technology.

Previous Post

previous_post_featured_image

5 ways Electronic Health Record (EHR) improves Patient experience

Next Post

next_post_featured_image

Why do you need ATS and HRIS integration?

Stay Ahead of the Curve with Our Weekly Tech Insights

  • Recent
  • Popular
  • Categories

Lists by Topic

  • Software Development (175)
  • Artificial Intelligence (169)
  • Mobile App Development (166)
  • Healthcare (137)
  • DevOps (80)
  • Digital Commerce (60)
  • Web Development (57)
  • CloudOps (54)
  • Digital Transformation (37)
  • Fintech (36)
  • UI/UX (29)
  • Software Architecture (27)
  • On - Demand Apps (26)
  • Internet of Things (IoT) (25)
  • Open Source (25)
  • Outsourcing (24)
  • Blockchain (21)
  • Newsroom (21)
  • Salesforce (21)
  • Technology (18)
  • Software Testing (16)
  • StartUps (16)
  • Customer Experience (14)
  • Robotic Process Automation (13)
  • Voice User Interface (13)
  • Javascript (11)
  • OTT Apps (11)
  • Business Intelligence (10)
  • Data Enrichment (10)
  • Infographic (10)
  • Big Data (9)
  • Education (9)
  • Microsoft (6)
  • Real Estate (5)
  • Banking (4)
  • Game Development (4)
  • Enterprise Mobility (3)
  • Hospitality (3)
  • eLearning (2)
  • Public Sector (1)
see all

Posts by Topic

  • Software Development (175)
  • Artificial Intelligence (169)
  • Mobile App Development (166)
  • Healthcare (137)
  • DevOps (80)
  • Digital Commerce (60)
  • Web Development (57)
  • CloudOps (54)
  • Digital Transformation (37)
  • Fintech (36)
  • UI/UX (29)
  • Software Architecture (27)
  • On - Demand Apps (26)
  • Internet of Things (IoT) (25)
  • Open Source (25)
  • Outsourcing (24)
  • Blockchain (21)
  • Newsroom (21)
  • Salesforce (21)
  • Technology (18)
  • Software Testing (16)
  • StartUps (16)
  • Customer Experience (14)
  • Robotic Process Automation (13)
  • Voice User Interface (13)
  • Javascript (11)
  • OTT Apps (11)
  • Business Intelligence (10)
  • Data Enrichment (10)
  • Infographic (10)
  • Big Data (9)
  • Education (9)
  • Microsoft (6)
  • Real Estate (5)
  • Banking (4)
  • Game Development (4)
  • Enterprise Mobility (3)
  • Hospitality (3)
  • eLearning (2)
  • Public Sector (1)
see all topics

Elevate Your Software Project, Let's Talk Now

Awards & Accolades

dj
dj
dj
dj
dj
Aws-certification-logo
microsoft-partner-2-1
microsoft-partner
google-cloud-partne
e-UI-Path-Partner-logo
partner-salesforce-reg-consulting-partner-1-1
daffodil-logo
info@daffodilsw.com
  • Home
  • About Daffodil
  • Locations
  • Privacy Policy
  • Careers

© 2025 Daffodil Unthinkable Software Corp. All Rights Reserved.