Automate Flashcards
Use ___ to automate most of your orgs repetitive business processes
Flow Builder
Use ___ for approval processes that use a single step
Jump start wizard
When your approval process is more complex and you want to define specific steps use ___
standard wizard
What four automations do approval processes support?
task
email alert
field update
outbound message
In what ways can a user respond to an approval request?
in the org, email, chatter or slack
Field updates can trigger automations except when the field update is executed as ___
an approval action
Use ___ instead of ____ and ____. It has all the capabilities plus more, providing a single no-code automation home
Flow Builder instead of Process Builder and Workflow Rules
What can trigger a flow?
Record is created/updated/deleted (record triggered)
A specified time and frequency (schedule-triggered)
User clicks a custom button or link (autolaunched)
Another flow (autolaunched)
Platform event-triggered
What can trigger a flow?
Record is created/updated/deleted (record triggered)
A specified time and frequency (schedule-triggered)
User clicks a custom button or link (autolaunched)
Another flow (autolaunched)
platform even message is received (Platform event-triggered example: printer out of ink sends a platform event message)
What can a flow automate?
(more than an approval process)
create, update, delete records
send an email/custom notification
collect input from external/internal users
send a survey
submit for approval
send outbound messages
What are the building blocks of flows?
elements(an action the flow can execute)
connectors (defines an available path the flow can take)
resources (value that you can reference throughout the flow)
___ flow requires user interaction
___ flows do not require user interaction
screen flow
autolaunched
Use ___ to automate a process for records where the closed date changed for US based accounts that have more than 100 employees
Flow Formula Builder
Keep users informed about which stage they are in or how far they’ve progressed in a ___
flow
A ___ can trigger a workflow rule
Flow
