When a record has certain values or meets certain criteria

Three of the Salesforce declarative features can handle this use case:

  • Workflow rules
  • Process Builder
  • Visual Workflow
  • Apex triggers

In my opinion, I will always try to solve this requirement with workflow rules first, if it can be done within its limitations. If not, I will evaluate whether it can be done with Process Builder and use that to solve the requirement. If there is some specific requirement that cannot be done with Process Builder, I will look at Visual Workflow to solve the requirement. If none of those tools can solve the whole use case, then I will consider using Apex triggers to solve the problem, as a last resort.

For the exam, Salesforce will prefer Process Builder before workflow rules (except for sending an outbound message!). Keep that in mind when choosing your answers. Although I don't agree with that principle, since workflow rules don't count against governor limits and Process Builder does (using an SOQL query for each action that needs to be performed), you need to be aware of the fact that Salesforce actively promotes the use of Process Builder above workflow rules and the exam questions will reflect this.
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