Business problems

As a Salesforce administrator or developer, you may get multiple requirements from the business to streamline sales or support processes. If something can't be achieved using Workflow Rule, then we may have to Apex code to automate it. Let's start with a business scenario.

The use case goes like this: Sara Bareilles is working as a Salesforce administrator in Universal Containers. She has a requirement to auto-update the related contacts Other Phone field with the account Phone once the account is activated.

There are several ways of solving the preceding business requirement. These are mentioned as follows:

  1. To achieve this business requirement, we can create a Flow and embed it in a Visualforce page. Then, we can use it as an inline Visualforce page in an account page layout.

  2. Since we can't achieve the business requirement using a Workflow Rule, the next possibility is to use an Apex trigger. A developer writes an Apex trigger on an Account object to update all contacts when the account gets activated.

  3. You can also use Process Builder. We will discuss this in detail later in this chapter.

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