10. Automating with Process Builder and Workflow Flashcards
What is a Process Builder?
A Process Builder is a tool provided by Salesforce to help you automate your process by updating or creating a record.
What is a Process?
A Process lets you automate business processes using a visual interface.
• You can add multiple groups of criteria and associate actions with each criterion.
• You can create immediate and scheduled actions.
• You can use versioning to easily track and maintain processes.
What criteria does the Process Builder have?
Evaluation Criteria - Pick a criteria for when that Process will be invoked
Rule Criteria - individual pairs of rules and one or more actions.
Time Trigger - when those rules are met time trigger determine when the actions will fire (immediate or time-dependent)
What is the difference between Immediate Actions and Time-Dependent Actions?
Immediate Actions - actions fired when record is saved
Time-Dependent Actions - actions are queued whenever the criteria is fulfilled, but will be delayed until a specified time.
note that when the time expires, the criteria must still be fulfilled in order for the action to occur
What are some actions that can be triggered by a Process?
- Create a Record
- Update Record
- Email Alerts
- Post to Chatter
- Quick Actions
- Submit for Approval
- Flows
- Processes
- Quip
- Apex
- Send Custom Notification
What are Workflow Rules?
Workflow rule sets workflow actions into motion when certain conditions are met.
What actions are supported in Workflow?
Create a task - unlike Process builder, Workflow can only create objects of the “Task” object
Update Records - limited to updating the record that invoked them OR the parent record, but only if that parent record is the master in a master-detail
Send email
Send Outbound Message
What is an outbounding message?
- Outbound messages send the information you specify to an endpoint that you designate.
- Workflow rules and approval processes can send outbound messages to an endpoint as a means of sending information to an external service.
- message is secure configurable API message
When would you use Workflow or Process Builder?
Workflow Rule can only have one set of criteria and associated actions.
Workflow Rule also has more limited actions supported (4)
What is a Platform Event?
Ben’s Def: One of the publishing/subscribing models we have on Salesforce that allows us to pass event messages from one tool to another.
Different from other events in that we can completely customize it.
We can decide when a platform event is fired, what subscribes to it, what fires that event and what information the platform event contains.
What is an Event Bus, Event Producer, and Event Consumer? How do they interact with one another?
Event Bus is a channel that consumers can subscribe to.
Event Producers publishes events to the Bus
Event Consumer receives messages from the Bus
Radio analogy on trailhead.
Bus will keep broadcasting even if no one is listening.
Consumer will keep receiving even if no one is sending anything.
