16% Workflow & Process Automation Flashcards
What is workflow automation in Salesforce?
Workflow automation in Salesforce refers to the use of tools like Workflow Rules, Process Builder, and Flow to automate business processes, such as task creation, email alerts, and field updates.
What are Workflow Rules in Salesforce?
Workflow Rules are automated processes that trigger actions based on specific criteria, such as sending email alerts, updating fields, or creating tasks.
What are the components of a Workflow Rule?
The components of a Workflow Rule include criteria for triggering the rule and immediate or time-dependent actions that occur when the criteria are met.
What is Salesforce Flow?
Salesforce Flow is a powerful automation tool that lets users create complex business processes with a visual, drag-and-drop interface, including both Screen Flows and Autolaunched Flows.
What is Process Builder in Salesforce?
Process Builder is a point-and-click tool that allows users to automate multi-step processes by defining criteria and actions for record changes.
What is an approval process in Salesforce?
An approval process is an automated process that routes records to designated approvers for validation and approval, ensuring compliance with business rules.
What are time-dependent workflow actions?
Time-dependent workflow actions are actions that are scheduled to execute at a specific time after the workflow rule criteria are met, such as sending reminders or updating records.
How does Process Builder differ from Workflow Rules?
Process Builder provides more advanced functionality than Workflow Rules, allowing for multiple if/then conditions, actions across multiple objects, and more complex logic.
What are invocable actions in Salesforce Flow?
Invocable actions are reusable pieces of automation that can be called from Flows, Processes, or other Apex code, allowing for modular and efficient automation design.
What is an Autolaunched Flow in Salesforce?
An Autolaunched Flow runs automatically, without user interaction, to perform background processes such as data manipulation or integration tasks.
What is a Flow Builder in Salesforce?
Flow Builder is a tool within Salesforce Flow that enables users to design and build Flows using a graphical interface, making it easier to automate business processes.
What is a Screen Flow in Salesforce?
A Screen Flow is a type of Flow that requires user interaction, guiding users through a series of screens to collect data and perform actions.
What is a Record-Triggered Flow?
A Record-Triggered Flow is an Autolaunched Flow that is triggered automatically when a record is created, updated, or deleted.
What is the purpose of the “Send Email” action in Workflow Rules?
The “Send Email” action in Workflow Rules automatically sends email notifications to specified recipients when the workflow criteria are met.
How can Salesforce Flow be used to integrate with external systems?
Salesforce Flow can integrate with external systems using invocable actions, HTTP callouts, or third-party integration tools to send and receive data.
