Automation

Question 1

What can actions can be automated with Workflow Rules?

Answer 1

Tasks—Assign a new task to a user, role, or record owner.

Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.

Field Updates—Update the value of a field on a record.

Email Alerts—Send an email to one or more recipients you specify.

Question 2

What do workflow rules consist of? 3 parts

Answer 2

Criteria that cause the workflow rule to run.

Immediate actions that execute when a record matches the criteria.

Time-dependent actions that queue when a record matches the criteria, and execute according to time triggers.

Question 3

Can Workflow Rules be attached to multiple objects?

Answer 3

No, each workflow rule can only be attached to one object

Question 4

What evaluation criteria can be used for workflow rules?

Answer 4

created

created, and every time it’s edited

created, and any time it’s edited to subsequently meet criteria

Question 5

What rule criteria can apply to Workflow Rules?

Answer 5

Criteria are met

Formula Evaluates to be true

Question 6

You must activate a Workflow Rule for it to be available for use?

Answer 6

True

Question 7

Can you add time dependent actions to an active workflow rule?

Answer 7

NO