Have you met Salesforce's new Automation tool Process Builder? It's not exactly new, but it's not exactly well known either. So we thought it was about time to arrange an introduction and discuss some of it's pros and cons so you can decide if you'd like to give it a try.
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Workflow
To Automate or not to Automate, that is the Question. Whether 'tis better to suffer the hum-drum repetitiveness of routine processes or create a set-it-and-forget it approach.
How do I know which version of Salesforce.com I need? In our 4th installment we will look at automation and what is possible in the two different license tiers.
Does Salesforce Workflow Evaluation Criteria confuse you? Not sure when to use each specific criteria? Hopefully this will help.