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Herish Surendran
Hey everyone. Yesterday I was told to perform an automation task using workflow rule. The task was to set the description field ( in Account object) to Account Name when ever an Account record is created.
And he asked me can we use Process Builder for this scenario. I said Yes. So he asked which automation tool is better to perform this scenario. I couldn't answer to this question. Can anyone tell when to use workflow rule and when to use Process Builder, I mean in which scenario should we use workflow rule and in which scenario should we use Process Builder.
But lets say,after sometime your requirement got changed and you are poulating description fields on some multiple conditions.
E.g
if record type = 'A'
Description = Account Name
If record type= 'B'
Description = some other field value
If you are using workflow rule,you will need a new rule for each condition.
But if you had used process builder,you can modify same process builder and add more criteria.