automation

Question 1

salesforce flow

Answer 1

it is product which provides declarative automation for every salesforce app, experience and portal - two tools which provides point and click automation tools: Process Builder which lets you build process and Flow Builder which lets you build flows

Question 2

what you can do with salesforce flow tools ?

Answer 2

• create a guided tutorial
• set up automated tasks and processes
• connect to external systems
• add automation to pages and apps
• reuse what already build

Question 3

when use process builder ?

Answer 3

when you need to start a behind the scenes process automatically, process can start when:

• a record is created
• record updated
• platform event occurs

Question 4

when use flow builder ?

Answer 4

• to automate a guided visual experience
• add more functionality for process
• start behind the scenes process:
• when user click sth like button
• when record created
• when record updated
• event occurs in platform
• at specific time

Question 5

when use apex ?

Answer 5

when you need more functionality than is available in process or flow builder

Question 6

approval process

Answer 6

is not included in salesforce flow but it offers a declarative way to automate sth that salesforce doesn’t cover

Question 7

components of process

Answer 7

every process consists of trigger, at leat one criteria node and at least one action

Question 8

trigger actions

Answer 8

• trigger - identifies when the process should run, the trigger determines which object and which changes the process should pay attention to

Question 9

criteria actions

Answer 9

while the process gets one trigger, you can add many criteria nodes, criteria node controls whether or not the process executes the associated actions

Question 10

actions

Answer 10

after a criteria node evaluates to true, the process executes the actions or wait until a scheduled time;

• you can create records with actions
• update the records that started the process
• submit that record
• send email using a template
• post to chatter feed

Question 11

process types:

Answer 11

• record change
• invocable - it is called by another process
• platform event - a platform event message is received

Question 12

approval process

Answer 12

automates how salesforce records are approved in org

Question 13

the flow builder user interface elements

Answer 13

toolbox - contains elements and resources you use to build flow

• canvas - working are
• button bar - provides info about flow

Question 14

flow building blocks

Answer 14

elements - appear on the canvas

• connectors - define the path that the flow takes at runtime
• resources - containers that represent a given value, such as fields values or formulas