Business Logic & Process Automation II Flashcards
Where can the manager be configured as an approver in an approval process?
On the user’s record detail page, by populating the ‘Manager’ field under ‘Approver Settings’
What actions can be added to the approval steps?
Field Update, Email Alert, Create Task, Outbound Message
When would an approval process be used?
When there is a need for an advanced workflow that requires input from users for approving or rejecting records
When are workflow rules evaluated?
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
Are workflow rules fired before or after triggers and validation rules?
Workflow rules are fired after validation rules and triggers.
What is the difference between assigning the default record type at the profile level or as a user setting?
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.
What are the actions that a workflow rule can invoke?
Create a Task, Send Emails, Field Update or Send Outbound Message
What actions are possible with Process Builder?
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.
How can workflow rules be evaluated?
If certain criteria are met or if a formula evaluates to true
How can flows handle errors?
The FAULT flow, which branches from the main flow, can be used to handle unexpected errors and display an error message.
What are the capabilities of a flow?
Query, Create, Update, Delete Records. Branch, Pause, Get Input, Display Output, Show a series of screens, Perform Actions (Quick, Email and Static)
Which options are available to run a record-triggered flow automatically?
A record-triggered flow can run automatically when a record is ‘created’, ‘updated’, or ‘created or updated’.
What is a subflow?
It is a flow that is called from another flow.
Can process builder have time-dependent actions?
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.
When are workflow actions executed?
Either immediately or after a number of days or hours from a date field or trigger date
What’s the name of the visual interface used for creating flows in Salesforce?
Flow Builder
Which automation tools allow creating records automatically when a record is changed?
Process Builder, Flow Builder, and Workflow Rule (Task only)
Which declarative tool can be used to create a wizard which allows user interaction?
Flow Builder
Where are field updates tracked when history tracking has been set on the fields?
History related list
Which Salesforce tool should be used to send an outbound message to an external system?
Workflow, Flow
Which option needs to be enabled to allow the result of a workflow field update to trigger additional workflow rules?
Re-evaluate Workflow Rules After Field Change
How can a field update cause recursion?
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.
Where can an administrator enable a setting that allows users to resume shared flow interviews?
Process Automation Settings in Setup
Which type of field should be added to a flow screen to allow users to upload files?
File Upload
Which lightning component can be added to a Lightning page to guide users through an ordered list of flows in Lightning Experience?
Actions & Recommendations
Which type of field should be used in a flow to schedule an appointment with a customer at a specific time?
Date/ Time
What should be used to allow flow users to select a number value with a slider?
‘Slider’ Screen Component
How can the value of an attribute be retained while a user moves between flow screens?
The attribute can be added to both the ‘Inputs’ and ‘Outputs’ tabs in the screen component.
When designing a flow in flow builder which element can be used to loop through records in the flow?
Loop
What can be used to test and troubleshoot a flow?
‘Debug’ button
Which screen component can be used to display text in a flow screen?
Display Text
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?
recordID
