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AB > Business Logic and Process Automation > Flashcards

Business Logic and Process Automation Flashcards

1
Q

What is a Record Type?

A

Defines the:

  • page layout (i.e. fields)
  • picklist values
  • business process

for assigned records

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2
Q

What are some limitations of record types?

A
  • Picklist fields that are used for business processes cannot be used for record types.
  • A record type that is referenced in Apex cannot be edited/deleted
  • Orgs may have difficulty managing over 200 record types
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3
Q

Can a user view several different page layouts for a single object?

A

Yes, but only can view one if no record types are defined

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4
Q

How are record types assigned?

A
  • Profile or permission set
  • gives access to create or edit
  • all users can view record and assigned page layout, even if a given record type is not assigned to them.
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5
Q

What is the difference between a Master and a Custom record type?

A
  • Each object has a Master record type that is system created
  • All other manually created record types are custom
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6
Q

If a Master record type is selected in a profile, can custom record types be included? What about if a Custom record type is selected, would Master still be available?

A

No, no custom types would be available

No, only the other custom record types

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7
Q

Can a permission set grant access to Master record types?

A

No

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8
Q

What do record type access in profiles and permission sets control?

A

the creation and editing of specific record types

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9
Q

Is it true that users can view records of any record type? (as long as they have access to the object)

A

Yes

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10
Q

What is the high level purpose of record types?

A

Meant to improve data quality by avoiding unnecessary creation of multiple custom objects that serve very similar purposes

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11
Q

What determines whether the default record type will get used automatically?

A

The default record type preference setting in the User Settings

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12
Q

How do you specify the picklist values for a record type?

A

By choosing a subset of picklist values for each one

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13
Q

Do values added to a master picklist for an object automatically get added to each custom record type?

A

No, if you add a new value to the master, you must add it to each applicable custom record type.

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14
Q

What happens when you remove a value from a master picklist for an object –> For New and Existing records?

A

New: the value will no longer be an option
Existing: a selection is made to either replace the value or set it to blank

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15
Q

What is the impact of deactivating a value on a master picklist?

A

The old values on existing records can still be maintained.

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16
Q

Can one page layout be assigned to every record type? (even if profiles don’t have that record type assigned to them?)

A

Yes, this is because users who have access to the object are able to read records of any type, so one can configure and assign a page layout with specific fields to each record type.

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17
Q

Can page layouts be assigned through permission sets (for record types)?

A

No, when access to a record type is granted through a permission set, the user gets the page layout that is assigned to that record type through their profile, which cannot be modified.

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18
Q

What are the 4 business processes and the picklist fields that drive them?

A

Lead –> Lead Status
Opportunity –> Opportunity Stage
Case –> Case Status
Solution –> Solution Status

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19
Q

Is it true that if you are creating a custom record types for Leads, Opps, Cases, or Solutions that you must first predefine it?

A

Yes, and then associate to its record type
(Not all objects that support different record types need business process, but every business process needs a record type associated with it)

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20
Q

Scenario: How would you ensure that an account record is not edited by users once it has external ID associated?

A
  1. Create a “read only” record type and read only page layout (all fields marked as read only).
  2. Have a workflow rule update the record type field to the read only record type when the external id value has been populated
  3. You would not assign it to any profiles but activate it. This will ensure that users cannot pick it.
  4. The account name field is a standard field that would remain editable in this scenario but you could use a validation rule that prevents edits on “read only” record types.
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21
Q

What field types can have formulas?

A
  1. Checkbox
  2. Currency
  3. Date
  4. Date/Time
  5. Time
  6. Number
  7. Percent
    * all numbers and boolean
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22
Q

How many relationships away can a cross object formula reference?

A

up to 10

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23
Q

What are formula fields and when do they calculate?

A

They are read only and calculate when one of the fields it is referencing is changed.

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24
Q

What type of field and relationship of the object is a roll-up summary used?

A

It is a custom field and can only exist on the master record in a master-detail relationship

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25
Q

What are the types of calculations that a roll up summary can do?

A

COUNT
SUM
MIN
MAX

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26
Q

What are some of the standard objects that have a roll up relationship?

A

Opp to Opp Product
Account to Opp
Campaign to Campaign Member

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27
Q

What are some implications of the roll up summary fields?

A
  • It is not possible to convert a master-detail to a lookup relationship if there is a roll up summary on the parent object
  • Roll up summary fields are not available for mapping lead fields of converted leads
  • It is not possible to aggregate Autonumber fields with roll up summary
  • It is not possible to use a roll up summary as the location of an error in a validation rule
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28
Q

What is the maximum number of roll up summary fields per object?

A

25 (but can increase to 40 by creating salesforce support ticket)

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29
Q

What are some field types that a roll up summary can’t be used?

A
  • The field being rolled up cannot:
    1. Reference another object
    2. Use dynamic date functions like NOW() or TODAY()
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30
Q

What are some strategies for overcoming limitations of roll up summary fields?

A
  • Roll up helper from AppExchange
  • Batch/Scheduled Apex
  • a trigger on DML evens on the child object
  • Process Builder or Visual workflow can be used.
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31
Q

When do validation rules fire?

A

Before saving a record (creation and update)

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32
Q

What field types can validation be applied to?

A

Both standard and custom fields on standard and custom objects

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33
Q

When does a validation rule show its assigned error message?

A

When the formula it executes evaulates as True

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34
Q

Can you clone a validation rule? What is a common reason why a validation rule isn’t working?

A

Yes

It has not been activated yet.

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35
Q

Are validations rules enforced during lead conversion?

A

only if validation and triggers for lead conversion are enabled

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36
Q

Are validation rules run for records created via Web-to-Lead and Web-to-Case?

A

Yes

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37
Q

What are other mechanisms that can cause records to fail validation?

A
  • Assignment rules
  • field updates
  • field-level security
  • fields hidden on page layout
  • API call
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38
Q

Which mechanisms don’t trigger validation rules?

A
  • Workflow rules
  • Processes
  • Quick Create
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39
Q

What are some use cases for validation rules?

A
  • prevent incomplete records
  • ensure appropriate value ranges
  • ensure proper formatting
  • check validity based on another field
  • checking type of value
  • checking cross object validation (i.e. same product family)
  • ensure a standard field is not blank (make it required)
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40
Q

What is the difference between assigning the default record type at the profile level or as a user setting?

A

If the record type is set to default at profile level, user is still prompted to select which record type.
If the default record type is set at the user setting level it is used automatically.

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41
Q

A field does not display any picklist vaues, even though picklist values exist. What could cause this?

A

The object has record types defined and no picklist values were added to the field for the record type

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42
Q

What happens to picklist values of a record type if a value is removed from the master picklist?

A

No new records will have that option and existing records will have a prompt to either replace value or leave blank.

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43
Q

What does record type access control?

A

Record type access controls which record type is used when a user creates or edits a record. Users can view records of any type if they have read access to the object.

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44
Q

Where is record type access assigned?

A

At the profile or a permission set

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45
Q

What are the three reasons for using a record type?

A
  1. Supporting different business processes
  2. Showing different page layouts based on record type/profile combo
  3. Displaying different picklist values on the same field, depending on record type
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46
Q

Which operator connects two or more strings?

A

& (concatenate)

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47
Q

Which data types can be returned by a formula field?

A
  1. Text
  2. Number
  3. Currency
  4. Checkbox
  5. Percent
  6. date/date-time/time
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48
Q

What are the high level categories of formulas used in formula fields?

A 
Date and Time
Logical
Math
Text
Advanced
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49
Q

What is the REGEX function commonly used for?

A

Formatting (i.e. SSN)

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50
Q

Where can errors from validation rules appear?

A

top of page or next to a given field.

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51
Q

What does the CURRENCYRATE function do?

A

used to return the conversion rate to corporate currency for a given currency ISO code

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52
Q

What formula would be needed to add 6 months to a custom field titled start_date__c?

A

ADDMONTHS(start_date__c, 6)

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53
Q

Where is a manager configured when using the approve by manager option for an approval process?

A

The assigned manager configured on a users record detail.

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54
Q

What are the options when multiple users are designated as approvers?

A

Unanimous

First Response

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55
Q

What are the four main actions that can be done on an approval?

A
  1. Email Alerts (specify upto 5 additional external besides SF users)
  2. Creating Tasks
  3. Field Updates
  4. Outbound Messages
    * *record can also be locked/unlocked
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56
Q

Who can an approver be?

A
  • User or Queue that the user chooses manually
  • A user, users, related users, or a queue created by admin (upto 25 users per step) that admin defines
  • The designated Manager
  • A delegated approver
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57
Q

What are the steps for creating an approval process?

A
  1. Specify entry criteria
  2. Specify approver field and record editability
  3. Select Email/Chatter post notification template
  4. Configure Approval Request Page Layout
  5. Specify Initial Submitters
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58
Q

What are the steps for Adding Approval Steps?

A
  1. Specify criteria to enter step
  2. Specify action if records don’t meet criteria
  3. Specify who must approve at this step
  4. Specify rejection actions
  5. Specify approval actions
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59
Q

How do you specify Approval Actions?

A
  1. Define actions for initial submission, final approval, final rejection, and recall
  2. All actions can include:
    - Create a task
    - Email Alert
    - Field Update
    - Outbound Message
  3. Record is locked by default on initial submission
  4. Record is unlocked by default on recall
  5. Record can be locked/unlocked on final approval/rejection
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60
Q

What does the record editability option do in an approval process?

A

allows the assigned approver to and admin to edit a locked record that has been submitted for approval.

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61
Q

What is the email template used for during approval process setup?

A

The email template used to notify approvers of a record that is pending approval

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62
Q

What are some limitations when approving from the salesforce mobile app?

A

Approval requests cannot be:

  1. recalled
  2. reassigned
  3. record cannot be unlocked
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63
Q

Is Chatter approval only supported for approval processes w/ an object that has been enabled for Feed Tracking?

A

Yes

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64
Q

Approval Request Scenarios – Management wants to take PTO requests from emails and put them into Salesforce, with management and HR still approving records

A

Create a two-step approval process. First step should be assigned to the user’s manager and the second to HR. Use email alerts to notify employee once approved.

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65
Q

Approval Request Scenarios – When the opp amount is reduced, the sales lead wants to approve before it can be sent to a customer.

A

Create an approval process with entry criteria of opp amount less than previous value. Direct approval to sales lead. Set a field update for approval, and create a validation rule that cannot be sent to customer unless status is approved.

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66
Q

Approval Request Scenarios – To help ensure new sales people are quoting projects correctly, management has suggested that all employees of less than 6 months need their manager’s approval on any new quotes.

A

Create an approval process where entry criteria is created by user’s start date is greater than TODAY - 180 days. Make the approval go to their manager. Set a field update for approval, and create a validation rule that cannot be sent to customer unless status is approved.

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67
Q

Approval Request Scenarios – Before a new product can be used in quotes, it must be approved as a carried product.

A

Create an approval process that updates the status of the product to approve. Create a validation rule that quotes cannot have products without a status of approved.

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68
Q

Any new campaign must get approval from Marketing to ensure that it is appropriate for business goals and Finance to approve budget.

A

Create a two-step approval process directed to Marketing and then Finance.

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69
Q

What are the main areas you can add actions for an approval process?

A
  1. Initial Submission Actions
  2. Each Approval Step (Approval Actions and Rejection Actions)
  3. Final Approval Actions
  4. Final Rejection Actions
  5. Recall Actions
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70
Q

Is it possible for a workflow to update a field with invalid value?

A

Yes, because workflow rules are executed after validation rules

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71
Q

What are the three options for when a workflow trigger fires?

A
  1. created
  2. created, and eveytime it’s edited
  3. created, and any time it’s edited to subsequently meet criteria
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72
Q

When using a workflow rule by formula (instead of meets criteria fields/filters), what must the formula evaluate to for the actions to fire?

A

True

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73
Q

What function can you use in a formula to see if a field has been updated?

A

ISCHANGED

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74
Q

Who can tasks be assigned to from a workflow rule?

A
  1. Specific users
  2. Record Owners
  3. Roles
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75
Q

What fields can be specified when assigning a task?

A
  1. Assigned To
  2. Subject
  3. Due Date
  4. Status
  5. Priority
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76
Q

What types of users can be specified for Assigned To field when auto-assigning a task?

A
  1. User
  2. Role
  3. Record Owner
  4. Portal User
  5. Portal Role
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77
Q

For Email Alerts, who can be a recipient?

A
  1. Account Owner
  2. Case Team
  3. Creator
  4. Email Field (will list Email field available on record)
  5. Opportunity Team
  6. Owner
  7. Public Groups
  8. Related Contact
  9. Related Lead or Contact Owner
  10. Related User
  11. Role, Role/Subs
  12. User
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78
Q

What are two other things a field can be set to besides a specific value?

A
  1. blank (Null)

2. apply a formula

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79
Q

What does the ‘Re-evaluate Workflow after Field Change’ option do?

A

It allows all workflow rules on the same object to be evaluated/run again after update to a specific field (when the worfkflow action is a field update)

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80
Q

If multiple actions are defined for a workflow, which will fire first?

A

There is no guaranteed order of execution but field update actions fire first

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81
Q

What are some reasons why Add Time Trigger button (for time-dependent workfllows) will not be available?

A
  1. Workflow rule is already active
  2. There are pending actions in the workflow queue
  3. Rule criteria is set to: Everytime a record is created or edited
    * New orgs from Winter ‘18 limited to 1000 time triggers per hour
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82
Q

When is Flow Builder best utilized?

A
  • For more complex business processes

- For when user input is required

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83
Q

What is Flow Builder?

A

An automation tool that allows building a Flow, which can:
-receive user input
-execute logic
-interact with Salesforce data
-display output
without using Apex code.
It is all done through a visual interface
*Accessible to users with ‘Manage Force.com Flow’ permission

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84
Q

What are some capabilities of Flow Builder?

A
  1. Receive user input
  2. Query Records
  3. Lookup, create, update data on external system
  4. Create, Update Delete records
  5. Calculate values using formulas
  6. Branch to different path based on logical conditions
  7. Pause for a certain time period
  8. Assign values to variables that can be used throughout the flow
  9. Loop through variable or record collections
  10. Create wizards for the user (series of screens for the user)
  11. Perform Actions (Quick Actions, Email Alerts, Static Actions)
  12. Allow uploading files
  13. Create templates/download them from AppExchange
  14. Implement attribute-based routing
  15. Use Apex-defined variables to manipulate complex data objects returned from calls to web services
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85
Q

What are the three high level elements used in Flow Builder?

A
  1. Resources
  2. Elements
  3. Connectors
86
Q

How do you always need to start a Flow?

A

With the ‘Start’ element

87
Q

What are resources in Flow Builder?

A

Containers for holding data values, such as input from user, data queried in SF, global constant, calculated field, etc.

88
Q

What are elements in Flow Builder?

A

Define the behavior of the flow –> actions for each step, such as Get Records, Create Records, Apex Action, Screen, etc.

89
Q

What are connectors in Flow Builder?

A

The paths defined between various elements that represent order of execution.

90
Q

How is error handling implemented in Flows?

A

Using a ‘Fault’ connector to specify what should happen upon failure (display meaningful error to user, etc.)

91
Q

What does the Screen element do in Flow Builder?

A

Allows you to display information to the user and collect information (can even validate user input)

92
Q

What are some Core Actions that can be used in a Flow and what are they for?

A
  1. Activate session-based permission set
  2. deactivate session-based permission set
  3. Post to Chatter
  4. Global or Object-specific action
  5. Send Email
  6. Submit for Approval
    Used to perform an action outside of the flow
93
Q

What is needed on an apex class to be able to call it from Flow Bulider? What about for Legacy Apex actions?

A

‘@InvocableMethod’ annotation

Needs to implement ‘Process.Plugin’ interface

94
Q

What does the Subflow action do?

A

Can be used to launch another flow from an existing one.

95
Q

What does the Assignment element do?

A

Used to set variables, collection/record vars, and global variables

96
Q

What does the Pause element do?

A

Used to pause the flow based on conditions and resume when a specified time occurs or a platform event message is received

97
Q

What does the Loop element do?

A

Allows iterating over items in a collection var and temporarily storing each item in the loop variable

98
Q

What does the Decision element do?

A

Performs function of if-then statement by evaluating a set of conditions and routing users based on the outcome of those decisions

99
Q

What does the Create Records element do?

A

Can be used to create exactly one salesforce record using a record variable or multiple records using a record collection variable

100
Q

What does the Update Records element do?

A

Can identify Salesforce records to update and set the values to change in those records.

101
Q

What does the Get Records element do?

A

Can find records that meet specified filter conditions and store values from the records in variables

102
Q

What does the Delete Records element do?

A

Identifies Salesforce records to delete by using the IDs stored in a record variable or record collection variable, or by specifying conditions.

103
Q

How is a Text Template used in a Flow?

A

Can store text that can be changed and used throughout the flow.
*can use HTML to format

104
Q

What is a Choice in a Flow?

A

Can be created to use in a Screen component, such as radio buttons or multi-select picklist.

105
Q

What is a Record Choice set in a Flow?

A

Can be used to create a set of choices by using a filtered list of records

106
Q

What is a Picklist Choice set in a Flow?

A

Can buse used to create a set of choices by using alues of a picklist or multi-select picklist

107
Q

What is a Stage resource in a Flow?

A

Can be used to define stages that represent the user’s progress throughout the flow.

108
Q

What are the high level steps to create a Flow?

A
  1. Define the resources
  2. Define and add elements
  3. Connect the elements
  4. Test the flow
  5. Activate the flow
109
Q

How can a Flow be invoked?

A
  1. Custom Button
  2. Custom Link
  3. Visualforce Page
  4. Apex
  5. Process Builder
  6. Custom Tab
  7. Flow URL (this can be dropped into src for a button)
  8. Object-Specific Action
110
Q

What is a Flow interview?

A

Interviews are the various instances of a flow. A flow can have multiple running interviews that are processed in parallel. They represent individual ‘runs’ of a flow.
*Important not to hit the Back or Forward button in your browser to navigate these –> inconsistent data

111
Q

How can you create a new version of a flow? Can more than one be active at once?

A

Using Save As

No

112
Q

How do users Pause a flow? Or resume a paused one?

Is it possible for other users to resume a paused interview?

A

Admin has to enable this in Process Automation Settings:
1. There is a Pause button on each screen of the flow (if setup)
2. Flow can be resumed from the ‘Paused Flow Interviews component on the homepage (this needs to be added to users home page layout)
Yes, can even setup a sharing rule if needed

113
Q

How do you associate a paused Flow with a record?

A

By setting the {!$Flow.CurrentRecord} system variable to a valid record ID in the Assignment element.

114
Q

How would you design a guided process flow for upselling customers?

A
  1. ‘Screen’ element to gather info / present call script
  2. ‘Get Records’ to check if customer already in Sf
  3. ‘Create Records’ to create customer if not exists
  4. ‘Screen’ element to capture customer issue
  5. ‘Create Records’ to create a new case using captured info
  6. Create another flow that defines upsell actions
  7. ‘Screen’ element to check if customer would like to hear about promotion
  8. ‘Decision’ element to route flow to end or to the upsell flow (from step 6)
115
Q

How are Stages implemented in Flows?

A

Use a stage resource
$Flow.ActiveStages global variable identifies the stages relevant to the flow’s current path
$Flow.CurrentStage global var identifies where the flow is at (this should be included in $Flow.ActiveStages)
*to visually represent the stages a custom component can be added to the flow’s screens or a custom lightning:flow Aura component

116
Q

How can Flows be used in Lightning App Builder?

A

The Flow component can be added to an app.

  • The ‘Guided Action List’ component can be added to guide users through multi-step processes consisting of Flows
  • Guided Action List component can configure flows for specific channels, like phone and chat, and specify which flows users should complete first and last.
  • Records can be associated to flows using Process Builder
  • When a record that has an associated flow is opened in a console app, the flow is launched as a subtab
117
Q

How do you debug/troubleshoot a Flow?

A

Use the Debug button in Flow Builder, which allows for:
-input vars can be set and quickly changed
-details of oprations, actions and var values can be viewed
Note: If a flow is restarted in the middle, previous actions, db changes, and changes are not rolled back.

118
Q

What are some use cases for Flows?

A
  • Send an email to all contacts whose age is over 60 yrs
  • Send tiered reminder emails for an expiring contract: one after a week and another after two weeks
  • Transfer all accounts of user to another on the click of a button
  • Capture/categorize leads based on incoming inquiry calls
  • Auto-submit an opp for approval based on the opp amount
  • Display a survey to gather customer feedback
  • Schedule an event or appt with a customer using the Date/Time screen field type
119
Q

What is Cloud Flow Designer? Can it still be used?

A

It is the older version of Flow Builder

It can still be re-enabled and be used to build new flows and access ones originally built in it.

120
Q

What is Process Builder? How does it different from Workflows? In which situation is it more appropriate to use Process Builder (with needed functionality being the same)?

A

Process automation feature that is similar to a standard workflow but more powerful functionality + drag-and-drop interface.
One capability that Workflow has, that Process Builder does not is the ability to send outbound messages.
Salesforce recommends using Process Builder if there is a if/then requirement

121
Q

What are the detailed high level steps for how to create a process in Process Builder?

A
  1. Select a starting option:
    - A record changes
    - A platform event occurs
    - It’s invoked by another process
  2. Define the object for the process (standard or custom)
  3. Define the criteria when it will run
  4. Define the activities that need to be automated
  5. Activate the process
122
Q

What options are there for when Process Builder actions execute?

A

Immediate

Scheduled

123
Q

What are the criteria options for when Process Builder actions will execute?

A
  1. Always
  2. Based on conditions
  3. Based on a formula
    * *Or you can make it invocable (you plan to reuse subprocess it in the same process or several different ones)
124
Q

Process Builder Actions: Apex

A

To invoke an Apex class – ideal for getting complex calculations doe or to trigger another code based on biz process

125
Q

Process Builder Actions: Create a Record

A

To create a new record of any related or unrelated object

126
Q

Process Builder Actions: Email Alerts

A

To invoke an email alert (preconfigured) in the org.

The email alert must also be configured on the same object as the process being defined.

127
Q

Process Builder Actions: Flows

A

To invoke a Flow that is already defined.
Ideal for performing operations that includes getting a user input /deleting records / updating unrelated records etc. Flow can be scheduled on a certain frequency

128
Q

Process Builder Actions: Post to Chatter

A

To make a post onto Chatter.
Can be configured to post the message to a User, Group, or in record Chatter feed.
@mentions and merge fields can be defined on the template

129
Q

Process Builder Actions: Processes

A

To select an invocable Process Builder process. Helpful for when there are many repeated steps

130
Q

Process Builder Actions: Quick Actions

A

To invoke a Quick Action that is already defined.
Can be used to invoke quick actions that creates a record update or logs a call.
Both Global Action and Object level actions can be invoked

131
Q

Quip

A

To include standard Quip actions (such as send message in chat or doc, add members to chat or doc, etc.)

132
Q

Process Builder Actions: Send Custom Notification

A

To send a notification with a custom message to selected recipients. There must be an existing notification type to be able to use this action type

133
Q

Process Builder Actions: Send Survey Invitation

A

To send email survey invitations to leads, contacts, and users. There must be an active survey to be able to use this action type

134
Q

Process Builder Actions: Submit for Approval

A

To submit the record in context for approval. Process Builder gives the option to choose which approval process to use and who to submit to.

135
Q

Process Builder Actions: Update Records

A

To update the record or related records of the specific record in context

136
Q

What are some Process Builder considerations?

A

-Be careful not to create infinite loops by having two processes that call each other
-Actions are executed in order of process definition
-Can be used to automate Chatter tasks using:
groups, group memberships, topics, and topic assignments
Note: process builder only shows options that are available for a given object (contextual)

137
Q

What are some considerations with how scheduled actions work in a Process?

A
  • Can be scheduled when a record is created
  • You can add scheduled to ‘when a rec is created or edited’ by accessing advanced section of criteria node (can choose to specify only when specified changes are made)
  • Scheduled actions are based on current data, they check the criteria again right before they execute to make sure they are still accurately going out
138
Q

What are some sample use cases for Process Builder?

A
  • After creating a new user/internal contact, create a case
  • Invoke custom approval logic that is written in Apex when a button is clicked
  • Automatically submit an opp for approval when the value in the Amount is greater than $200,00
  • When an Account is deactivated, deactivate all the associated Contacts
  • Send an email to a user everytime someone assigns the topic #SupportAdvice to a post
139
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: When an opp is created by a sales rep, the value of the Stage field should be updated to ‘New’ and an email should be sent to the Sales Manager.

A

A workflow rule can be used and it will be evaluated when a record is created. Field update and email alert actions can be created to update the Stage and send an email.

140
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: The Support Manager of an org would like to receive an email whenever a case with high priority is created or edited.

A

A workflow rule with an email alert action can be created and its eval criteria can be set as “created, and every time it’s edited”. This would send an email whenever a case with high priority is created or edited.

141
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: Whenever an opp enters the ‘Finalization’ stage, an outbound message should be sent to an external system. No other subsequent actions should be performed for the opp.

A

A workflow rule with an OB message action can be created. The rule can be evaluated when the opp is “created, and everytime its edited to meet the criteria”. Message would only be sent when the stage is reached.

142
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: Support agents of a company required a guided call center script that enables them to provide support to the customers of the company without looking at the additional documentation.

A

Flow Builder can be used to create a flow with multiple screen elements and resources to gather and present relevant information for the support agents.

143
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: A system admin of an org is required to delete related contact records whenever an account is set to inactive.

A

A flow can be created using Flow Builder to auto-delete contact records related to an inactive account. It can be invoked from the Process Builder using an inactive account criterion

144
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: When required, users should be able to perform certain update to an opp record by clicking a button

A

Flow Builder can be used to create a flow with the necessary elements and resources. It can be associated with a button on the Opp object using the flow’s URL. It would be invoked automatically when a user clicks it.

145
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: An org users a custom object for sales orders. When an opp is ‘Closed Won’, a sales order record should be created automatically with certain predefined field values.

A

A process can be created in the Process Builder which allows automatic record creation based on certain criteria

146
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: An Apex class with a custom business logic needs to be executed when a case is closed

A

A process can be created on the Case object, and the Apex action can be used to invoke the Apex class. The action can be executed when the field conditions are met.

147
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: When the discount entered on an opp is greater than 5%, the opp should be automatically submitted to the sales manager for approval.

A

A process created using the Process Builder allows the ‘Submit for Approval’ action to automatically submit a record for approval. The discount percentage can be specified in the criteria of the process.

148
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: A work item is issued, and there is a need to auto-assign it to a field agent based on the skills required to accomplish the work.

A

A flow can be created using Flow Builder to assign a work item based on the required skills by using the SkillsBasedRoutingInvocableAction on action.

149
Q

Compare Workflow, Flow Builder, and Process Builder Scenario: An Admin needs to set different maximum discount values for certain types of customers and make it easier for the sales director to change these discount values as often as required.

A

Create custom metadata type records to store the different discount values, and use Process Builder to reference the metadata type record depending on the customer type

150
Q

When should Process Builder be used?

A

When a process can be simplified to multiple if/then statements or if a simple process needs something that workflow can’t accommodate like creating records, invoking Apex, posting to Chatter, submission for approval, etc.
Or when you need to update ANY related record not just record or its parent

151
Q

When should Workflow rules be used?

A

For simple solutions or when an outbound message is needed.

152
Q

When should Flow Builder be used?

A

When a business process is very complex and/or you require deleting a record or providing user interaction

153
Q

Which Automation Tool – An email alert should be sent to the Sales Manager when an opp reaches the ‘Closed Won’ stage

A

Workflow can be used to automate the process of sending an email alert to the Sales Manager based on the value of the ‘Stage’ field on the opp.

154
Q

Which Automation Tool – When a sales rep has indicated on an account that contact has been established, a field on all related contact records should be updated.

A

Process Builder can be used to automate the process of updating the value of a field on all child Contact records that are related to an account.

155
Q

Which Automation Tool – The support dept. of a company requires a wizard for support agents that allows collection of customer info, based on a which a case can be created.

A

Flow Builder can be used to create a flow that would allow automation of info collection and case creation. The flow can be associated with a button that can be clicked by support agents to initiate the process.

156
Q

Which Automation Tool – Account records should be submitted for approval to the Sales Manager of an org when a certain field-based criteria are met.

A

Approval Process can be used to automate the business process of approving records. In this case, an approval process would be created for the Account object. Process Builder can be used to submit the record for approval automatically.

157
Q

Which Automation Tool – When a sales deal is won, info from the related opp record must be sent as a message to the order management system.

A

Workflow can be used with the outbound message action to automate sending info to an external system using an endpoint URL

158
Q

Which Automation Tool – When an associate of a non-profit school indicates the inactivity of a student on a custom object record, the record should be deleted, and a related alumnus record should be created.

A

Flow Builder can be used, as it is the only declarative tool that allows auto-deletion of records. In can also be used to create records but it would need to be invoked from a process.

159
Q

Which Automation Tool – A healthcare org uses custom objects to store patient and room info. When a patient records is created, a related room record should be auto-created.

A

Process Builder can be used to automate the process of creating records of any object type based on the defined criteria.

160
Q

Which Automation Tool – Web-to-Lead inquiries on the company’s website should allow customers to navigate backward and forward while entering info.

A

Flow Builder can be used to create a flow that allows navigation. The flow can reference Salesforce data on the fly and can be embedded on the public Salesforce website.

161
Q

A Chatter post with a predefined message should be created automatically one day after an opp is closed and won.

A

Process Builder can be used to automate the creation of Chatter posts based on certain conditions. Since it allows scheduled actions, the Chatter post can be created after one day.

162
Q

What can Field Updates do?

A

used to auto-update a field’s value

163
Q

What processes can be associated with Field Updates?

A

Workflow, Approval Processes, or Entitlement Processes.

164
Q

How to access Field updates?

A

In Setup

165
Q

Does Field-Level security affect field updates?

A

No, Field Updates can update a field hidden from user.

166
Q

Can Field Updates be tracked in history?

A

Yes, if enabled

167
Q

What is the result of multiple field updates to the same field?

A

Unpredictable, need to avoid this

168
Q

Do validation rules trigger on Field Updates?

A

No, so its important to know that fields may be invalidated when FU is used by workflow rules and other processes.

169
Q

If a custom field is referenced by a Field Update, can it be deleted?

A

No

170
Q

What can you enable so that a Field Update so that it can trigger additional workflow rules?

A

‘Re-evaluate Workflow Rules After Field Change’

171
Q

How many times can workflow rule evaluation and triggering happen after initial field update that started it?

A

5 times

172
Q

Do cross-object field updates cause re-evaluation of workflow rules on the associated object?

A

No

173
Q

Can Field Update a read-only field?

A

No

174
Q

Which Opps does a Field Update on Amount impact?

A

those that don’t have products

175
Q

Can a user be deactivated if he/she has been referenced by a Field Update?

A

No

176
Q

Can a field be made universally required if a Field Update changes the value of a field to blank?

A

No

177
Q

When does a Field Update occur in a workflow rule or approval process?

A

Before:

1) email alerts,
2) Tasks
3) outbound messagews

178
Q

What processes are not triggered by a Field Update?

A

1) Validation
2) Assignment
3) Auto-response
4) Escalation Rules

179
Q

How can recursion happen on Field Update?

A

FU on rule 1 triggers rule 2
AND
FU on rule 2 triggers rule 1

180
Q

Where can the manager be configured as an approver in an approval process?

A

On the User’s record detail page, in the Manager field under ‘Approver Settings’

181
Q

What actions can be added approval steps?

A

1) Field Update
2) Email Alert
3) Create Task
4) Outbound Message

182
Q

When would an approval process be used?

A

When there is a need for advanced process that requires input from users for approving or rejecting a record

183
Q

When are workflow rules evaluated?

A

1) When a record is created
2) When created and everyt time it’s edited
3) When created and anytime it is edited to subsequently meed the evaluation criteria

184
Q

Are workflow rules fired before or after triggers and validation rules?

A

Workflow rules are after validation rules and triggers

185
Q

What is the difference between assigning the default record type at the profile level or as a user setting?

A

When assigned at the profile level the user selects it each time during creation.
It is selected automatically if set at the User Setting level

186
Q

How can workflow rules be evaluated?

A

1) If Criteria are met

2) If formula = True

187
Q

What actions are possible with Process Builder?

A

1) Create/Update records
2) Submit Approval requests
3) Post to Chatter
4) Send emails
5) Notifications or Survey invitations
6) invoke quick action, flow, Apex class, or another process.

188
Q

What are the actions that a workflow can invoke?

A

1) Create a Task
2) Send an Email
3) Field Update
4) Outbound Message

189
Q

How can flows handle errors?

A

The FAULT flow, which branches from the main flow can be used to handle unexpected errors and display error message

190
Q

What are the capabilities of a flow?

A

1) Query/Create/Update/Delete Records
2) Branch
3) Pause
4) Get Input
5) Display Output
6) Show a series of screens
7) Perform actions (quick actions and static)

191
Q

How can a flow be invoked?

A

1) Custom button
2) Custom link
3) Visualforce page
4) Process Builder
5) Apex
6) Custom Tab
7) Flow URL

192
Q

What is a subflow?

A

A flow called from another flow

193
Q

Can Process Builder have time-dependent actions?

A

Yes, if a process is configured to run when created. Or when a record is ‘created or edited’ and the option to execute actions only when specified changes are made to the record is enabled

194
Q

When are workflow actions executed?

A

Either immediately or after a number of days or afters after trigger date or date field

195
Q

What’s the name of the visual interface used for creating flows in Salesforce?

A

Flow Builder

196
Q

Which automation tool would be suitable for creating records automatically?

A

Process Builder

197
Q

Which declarative tool can be used to create a wizard which allows user interaction?

A

Flow Builder

198
Q

Where are field updates tracked when history tracking has been set on the fields?

A

History related list

199
Q

Which SF tool should be used to send an outbound message to an external system?

A

Workflow

200
Q

Which option needs to be enabled to allow the result of a workflow field update to trigger additional workflow rules?

A

‘Re-Evaluate Workflows after field change’

201
Q

How can a field update cause recursion?

A

a field update on rule 1 updates a field which riggers rule 2 which triggers rule 1 again

202
Q

Where can an administrator enable a setting that allow users to resume shared flow interviews?

A

Process Automation Settings (in Setup)

203
Q

What type of field should be added to a flow screen to allow users to upload files?

A

File Upload

204
Q

Which Lightning component can be added to a Lightning page to guide users through an ordered list of flow in LE?

A

Actions & Recommendations

205
Q

Which type of field should be used in a flow to schedule an appointment with a customer at a specific time?

A

Date/Time

206
Q

What should be used to allow flow users to select a number value with a slider?

A

Slider Screen component

207
Q

How can the value of an attribute be retained while a user moves between flow screens?

A

The attribute can be added to both Inputs and Outputs tabs in the Screen component

208
Q

When designing a flow in the Flow Builder, which element can be used to loop through records in the flow?

A

Loop

209
Q

What can be used to test and troubleshoot a flow?

A

Debug button

210
Q

Which screen component can b used to display a text in a flow screen?

A

Display Text

211
Q

Are time dependent actions executed for a re-evaluated workflow rule?

A

No

AB (9 decks)

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