Business problems

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

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

There are several ways to fulfill the preceding business requirement:

1. To fulfill this business requirement, we could create a Flow and embed it in a Visualforce page. Then, we could 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 is activated.
3. You can also use Process Builder. We will discuss that in detail later in this chapter.