Automation Flashcards
The sales manager at Prestige Worldwide has requested that anytime a new account is created in Salesforce, a new opportunity should automatically be created and associated with the newly created account. What can be used to accomplish this? Choose one
A. Create a workflow rule
B. Write a before trigger
C. Write an after trigger
D. Create a formula field
C
C is correct because an after trigger can be used for two purposes, to access field values that are set by the system and to effect changes in other records
What are the four actions that a workflow rule can perform?
Four actions are: assigned a task send an email update a field send an outbound message
Why would someone use a before trigger?
Before triggers are used to update or validate record values before their save to the database.
This means you do not have access to a record ID since the record has not been saved yet.
What is a Formula field?
formula field is used to calculate the value of a field based off one or more other fields.
formula field cannot be used to create records
Which of the following can be used to automatically create and associate an opportunity to an account when it is created? Select all that apply
A. Process Builder B. Workflow rule C. Assignment rule D. Before trigger E. After trigger F. Flow
A, E, F
Process Builder, after trigger, and Flow can be used to automatically create an opportunity and Associate it to an account when it is created.
What type of field cannot be used in a formula field?
Long text area, encrypted, or description fields
Does a field being referenced by a formula field prevent that field from being deleted?
Formula fields prevent a user from deleting a field if it is being referenced by a formula field
What are the return types of a formula field?
8 return types
Checkbox, currency, date, date and time, time, number, percent, text
