Difference between Process Builder, Workflow and Visual workflow, which one to use when?

A lot of time students get confused between Process Builder,Workflow, and Visual workflow. So today I am going to cover  the differences in all three and also which one to use when. I hope this blog post will help you.

Let’s start with Process Builder:

Process Builder:
Salesforce recently unveiled the Lightning Process Builder. This is the one of the best tool salesforce introduced because it opened up lof of opportunities for Salesforce administrators and consultants to build complex processes with just a few clicks, without writing any code. That’s powerful.

Most powerful features of the Lightning process builder are:
1) Great functionality: The process that took 10 different workflows for different outcomes, now the same thing can be done with just one process. This is because of the if-else criteria introduced in Process Builder.So you can define different set of actions for if and another set of action for else.In addition to multiple outcomes, the number of actions that we can perform has also increased. Now we can post to chatter, update record, assign tasks, create records at the same time.Process builder also allows to setup default fields for automatically created records.

2) Process builder also has a powerful and easy to use UI (User interface): You can add multiple workflows based on different criteria. Process builder are way more powerful then workflows.You can build complex processes using Process Builder.As you can see in the diagram, we have different workflow based on different criteria. In the above flow diagram, I am working with an account object, and the criteria that i have is ( if the account type is Prospect) if that’s true, then I have added an immediate action of creating an opportunity.


When you click on create Opportunity, another tab will open where I can set my default fields.
Similarly, I can add another action if it didn’t meet the criteria.


In addition to great functionality and powerful UI, process builder can do a lot more than workflows.

Workflows can only handle four types of actions:

  • Updating a field.
  • Assign task.
  • Sending email alerts.
  • Outbound messages.

But with process builder you can do additional things like:

  • Quick action creates or updates record or log call.
  • Update any related record .
  • Post to chatter.
  • Launch a flow.
  • Submit for approval.

If you have additional actions to perform, you can also call Apex class from a process.

Visual workflows:

With visual workflows, you can automate the business process by building flows and pass them to the right users or systems. A flow is an application that interacts with salesforce database, execute logic, call Apex classes and also collects data from users. Using Cloud Flow Designer you can build flows.

Flows may or may not require user interaction.You can use a wizard or UI for data entry or you can also run this in the background. With Visual workflow, you can automatically transfer records when the role of a user changes.

Limits for Visual Workflow:

Max. Number of versions per flow: 50
Max. number of executed elements at run time: 2000
Max. number of active flows and processes per org: 500
Max. number of flows and processes per org : 1,000



This Post Has 39 Comments

  1. ramandeep

    hello, best post! i got to know a lot. even before, i was confused what was difference between these all. but, now got cleared.! keep going..

  2. Gail

    Excellent blog you have here but I was wondering if you knew of any discussion boards that cover the same topics talked about here?
    I’d really like to be a part of online community where I
    can get responses from other knowledgeable individuals that share the same interest.

    If you have any recommendations, please let me know.

  3. layarkaca21 semi

    Hi there mates, its impressive article regarding tutoringand completely explained, keep it up all the time.

  4. Hello to every body, it’s my first pay a
    visit of this website; this web site carries awesome and in fact
    excellent stuff designed for visitors.

  5. Pasquale

    First off I would like to say superb blog!

    I had a quick question that I’d like to ask if you
    don’t mind. I was interested to know how you center yourself and
    clear your thoughts prior to writing. I have had a tough time clearing my
    mind in getting my thoughts out there. I truly do
    take pleasure in writing but it just seems like the first 10 to 15 minutes are generally lost simply just trying
    to figure out how to begin. Any suggestions or tips?


  6. What’s up Dear, are you in fact visiting this web site daily, if so then you
    will without doubt get nice know-how.

  7. Ahaa, its pleasant conversation on the topic of this post here
    at this blog, I have read all that, so now me also commenting at this place.

  8. Barry

    Superb blog! Do you have any tips and hints for aspiring writers?

    I’m hoping to start my own site soon but I’m a little lost
    on everything. Would you recommend starting with a free platform like
    Wordpress or go for a paid option? There are so many choices out there that I’m
    totally confused .. Any ideas? Bless you!

  9. Hi, Neat post. There’s a problem with your site in web explorer,
    may test this? IE nonetheless is the market leader and a good element
    of other people will miss your fantastic writing because of this problem.

  10. excellent points altogether, you simply won a logo new
    reader. What could you recommend about your
    publish that you just made some days ago? Any sure?

  11. Asking questions are actually pleasant thing if you are not understanding something fully,
    however this post gives good understanding yet.

  12. Very nice post. I simply stumbled upon your blog and wanted to mention that
    I have truly enjoyed browsing your weblog posts. After all I’ll be subscribing to your rss
    feed and I’m hoping you write once more soon!

  13. layarkaca21 xxi

    I read this article completely regarding the comparison of newest and preceding technologies, it’s awesome article.

  14. layarkaca21 semi

    This is a topic that’s near to my heart… Best wishes!

    Exactly where are your contact details though?

  15. Wonderful goods from you, man. I have understand your stuff previous
    to and you’re just too excellent. I really like what you have acquired here, certainly like what you’re saying and the
    way in which you say it. You make it entertaining and you still care for to keep it sensible.
    I can’t wait to read much more from you. This is really
    a wonderful site.

  16. I’m gone to convey my little brother, that he should also pay a
    quick visit this weblog on regular basis to obtain updated
    from hottest news.

  17. layarkaca21 semi

    Excellent article. Keep writing such kind of info on your page.
    Im really impressed by it.
    Hey there, You have performed a fantastic job.
    I’ll definitely digg it and individually suggest to my friends.
    I am confident they will be benefited from this site.

  18. layarkaca21 semi

    Hello to every single one, it’s really a fastidious for me to
    go to see this site, it consists of priceless Information.

  19. I am not sure where you’re getting your information, but good topic.
    I needs to spend some time learning more or understanding more.
    Thanks for excellent info I was looking for this information for my mission.

  20. Spencer

    Thanks designed for sharing such a good opinion, paragraph is good, thats why i have
    read it entirely

  21. Reginald

    Hello, i think that i noticed you visited my weblog thus i came to return the want?.I am trying
    to in finding issues to enhance my website!I assume its ok to
    use a few of your ideas!!

  22. Audra

    Remarkable things here. I am very happy to see your post.
    Thanks so much and I’m looking ahead to contact you.
    Will you kindly drop me a e-mail?

  23. Florentina

    Hey I am so excited I found your web site, I really found you by error, while
    I was looking on Bing for something else, Regardless I am here
    now and would just like to say many thanks for a tremendous post and a all round enjoyable blog (I also love the theme/design), I don’t have time to read it
    all at the moment but I have book-marked it and also added in your RSS feeds, so when I have time I will be back to read more, Please do keep up the fantastic

  24. Zara

    Spot on with this write-up, I seriously feel this amazing site needs a lot more attention. I’ll probably be back again to read through more,
    thanks for the info!

  25. Willard

    At this time it appears like Drupal is the best blogging platform
    out there right now. (from what I’ve read) Is that what you’re
    using on your blog?

  26. Sonja

    I was excited to find this great site. I wanted to
    thank you for ones time for this wonderful read!! I definitely really liked every part of it and I
    have you book-marked to see new stuff on your blog.

  27. Lance

    I always spent my half an hour to read this blog’s articles every day along
    with a mug of coffee.

  28. Its not my first time to visit this web page, i am visiting this
    website dailly and obtain pleasant facts from here

  29. Anthony Bergsma

    How can I copyright all original content current and future on my website?

Leave a Reply