In this lesson we look at the actions which are available for use in the Process Builder. We also compare and contrast which of those actions are also available via Workflow Rule Actions and if they have greater or lesser scope and abilities in a Process.
We also look at the one action that can be performed in a Workflow Rule Action that is not supported via the Process Builder. We then look at Actions which are available in Processes but not via Workflow Rules.
Resource:
Which Automation Tool Do I Use? https://help.salesforce.com/articleView?id=process_which_tool.htm&type=5
In this lesson we begin to create a process to take the place of our workflow rule. We deactivate our workflow rule to avoid any future conflicts and place the first two actions in the process. We then activate version 1 of our process and put it to the test.
Workflow Rule Migration -
https://t...
In this lesson we create a new version of our process and add the remaining two actions to our process. One of these actions is immediate while the other is scheduled.
In this lesson we look at Paused Flow Interviews to see the pending action that is scheduled from our process
