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Business Layer of Salesforce

This is the layer where we applied business logic. Mandatory data in the correct form.

We need to enforce some rules to enforce end users to follow them up.

Incomplete, incorrect, and invalid data to the system.

For example, ssn number must be 9 digits only.

Validation Rules

Workflow Rule

It is a declarative automation tool, which helps us to automate various business process, which is being executed manually as of now.

It supports 4 different actions:

-Email alert, field update, create task, outbound message.

Approval Process

It is an automation tool to automate the manual approval process for any record in salesforce.

For example, quote approval or leave approval

If quote discount <= 10% – it should be auto approved, if quote discount

Process Builder

It is also a declarative automation tool, however more advanced than workflow rule.

It supports below actions:

-Email alert, create a new record, field update, flow, apex, process, chatter post, submit for approval, quick action.

Flows

Screen flows- guide users through a business process, and capture users’ input.

Auto launched Flows-launches when a record changes or the user clicks a button.

  • Record-Triggered Flow- launches when a record is created, updated, or deleted.
  • Schedule-Triggered Flow-launches at a specified time and frequency for each record in a batch.
  • Platform Event-Triggered Flow- launches when a platform message is received
  • Auto-launched Flow(No Trigger) – launches when invoked by Apex, processes, REST API, and more.