Business Logic & Process Automation II Flashcards

1
Q

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

A

On the user’s record detail page, by populating the ‘Manager’ field under ‘Approver Settings’

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2
Q

What actions can be added to the approval steps?

A

Field Update, Email Alert, Create Task, Outbound Message

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3
Q

When would an approval process be used?

A

When there is a need for an advanced workflow that requires input from users for approving or rejecting records

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4
Q

When are workflow rules evaluated?

A

When a record is created, when it is created and every time it is edited, and when a record is created and any time it is edited to subsequently meet the evaluation criteria

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5
Q

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

A

Workflow rules are fired after validation rules and triggers.

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6
Q

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

A

If a default record type is assigned in a user’s profile, the user is prompted to select it while creating a new record. If it is assigned in the user’s personal settings, it is selected automatically.

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7
Q

What are the actions that a workflow rule can invoke?

A

Create a Task, Send Emails, Field Update or Send Outbound Message

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8
Q

What actions are possible with Process Builder?

A

Create or update records, submit approval requests, post to chatter, send emails, notifications or survey invitations, and invoke a quick action, flow, Apex class or another process.

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9
Q

How can workflow rules be evaluated?

A

If certain criteria are met or if a formula evaluates to true

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10
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 an error message.

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11
Q

What are the capabilities of a flow?

A

Query, Create, Update, Delete Records. Branch, Pause, Get Input, Display Output, Show a series of screens, Perform Actions (Quick, Email and Static)

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12
Q

Which options are available to run a record-triggered flow automatically?

A

A record-triggered flow can run automatically when a record is ‘created’, ‘updated’, or ‘created or updated’.

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13
Q

What is a subflow?

A

It is a flow that is called from another flow.

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14
Q

Can process builder have time-dependent actions?

A

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

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15
Q

When are workflow actions executed?

A

Either immediately or after a number of days or hours from a date field or trigger date

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16
Q

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

A

Flow Builder

17
Q

Which automation tools allow creating records automatically when a record is changed?

A

Process Builder, Flow Builder, and Workflow Rule (Task only)

18
Q

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

A

Flow Builder

19
Q

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

A

History related list

20
Q

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

A

Workflow, Flow

21
Q

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

A

Re-evaluate Workflow Rules After Field Change

22
Q

How can a field update cause recursion?

A

A field update on one field can trigger an update on a second field. The update on the second field can trigger an update on the first field and so on.

23
Q

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

A

Process Automation Settings in Setup

24
Q

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

A

File Upload

25
Q

Which lightning component can be added to a Lightning page to guide users through an ordered list of flows in Lightning Experience?

A

Actions & Recommendations

26
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

27
Q

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

A

‘Slider’ Screen Component

28
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 the ‘Inputs’ and ‘Outputs’ tabs in the screen component.

29
Q

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

A

Loop

30
Q

What can be used to test and troubleshoot a flow?

A

‘Debug’ button

31
Q

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

A

Display Text

32
Q

What should be the name of the record available in the flow to allow a quick action or Lightning page to pass a record automatically?

A

recordID