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Piyush Nandrekar Should i call approval process from process builder or call approval process from apex using approval class ? I have tried it and done this both way . I need to what is difference , which is preferred and why
Should i call approval process from process builder or call approval process from apex using approval class ? I have tried it and done this both way . I need to what is difference , which is preferred and why
The short answer is that you should use a Trigger when you cannot do what you want to do with the declarative features of Salesforce. Salesforce best practice states that one should leverage the declarative features of Salesforce first (#8) (https://developer.salesforce.com/blogs/developer-relations/2015/01/apex-best-practices-15-apex-commandments.html).
Process Builder is improving with almost every release, and can be used with more and more complicated use cases. This link (https://salesforce.stackexchange.com/questions/78774/is-process-builder-a-complete-alternate-for-the-triggers)provides very helpful scenarios where Process Builder would be preferable to Triggers.
For mor info , see this link:-
https://salesforce.stackexchange.com/questions/126970/trigger-vs-process-automation
Hope it helps.
Thanks
All Answers
The short answer is that you should use a Trigger when you cannot do what you want to do with the declarative features of Salesforce. Salesforce best practice states that one should leverage the declarative features of Salesforce first (#8) (https://developer.salesforce.com/blogs/developer-relations/2015/01/apex-best-practices-15-apex-commandments.html).
Process Builder is improving with almost every release, and can be used with more and more complicated use cases. This link (https://salesforce.stackexchange.com/questions/78774/is-process-builder-a-complete-alternate-for-the-triggers)provides very helpful scenarios where Process Builder would be preferable to Triggers.
For mor info , see this link:-
https://salesforce.stackexchange.com/questions/126970/trigger-vs-process-automation
Hope it helps.
Thanks
It's always good, if we can acheive our business usecases using configuration.
In your case, If you can call an approval process using process builder then go with that. Else, if you have complex usecases and can't achieve through configuration then go for Apex.
Thanks,
Govindaraj.S