In this lesson, we discuss the limitations of workflow rules. We start out by looking at the one workflow rule we have on the Contract object. We then create an additional workflow rule on the Contract object by cloning it. This gives us workflow rules related to the Sub-Status either Awaiting President Signature or Awaiting VP Signature.
In this lesson, we identify the issue with there being multiple workflow rules associated on the same object.
We create a single process to take the place of the multiple workflow rules we created in the previous lecture.
In this lesson, we create a process to create a Contract every time a Client Account is created. We set the Account ID that the contract belongs to as a Field Reference in the Process Builder.
In this lesson, we discuss the history and purpose of flows. We do a quick tour of the Cloud Flow Designer Interface (which has since been retired in favor of the Flow Builder.
Resources:
Which Automation Tool Do I Use - https://help.salesforce.com/articleView?id=process_which_tool.htm&type=0
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