Business Logic & Process Automation pdf Flashcards
Cloudy Computing would like to display the number of days since an Account was last modified. What is the correct formula?
- DATEVALUE(LastModifiedDate) – TODAY()
- TODAY() – DATEVALUE(LastModifiedDate)
- DATE(LastModifiedDate) – TODAY()
- TODAY() – LastModifiedDate
TODAY() – DATEVALUE(LastModifiedDate)
In terms of the order of execution, what must be taken into account when using Validation Rules?
- Validation Rules fire after Workflow Rules
- Validation Rules fire before Workflow Rules
- Validation Rules fire after Assignment Rules
- Validation Rules fire after Auto-Response Rules
Validation Rules fire before Workflow Rules
Validation Rules fire before Workflow Rules, Assignment
Rules and Auto-Response Rules.
When would you use INCLUDES() in a Validation Rule?
- When working with a Picklist
- When working with a Multi-Select Picklist
- When working with a Text field
- When working with a URL field
When working with a Multi-Select Picklist
INCLUDES() is used in a Validation Rule when working with a Multi-Select Picklist. It determines if any value in a Multi-Select Picklist matches the text you have specified.
To improve data quality, Cloudy Computing would like to delete Accounts that have not been modified in the past 2 years, that do not have any Opportunities associated with them.
What automation tool should be used to achieve this?
- Data Import Wizard
- Flow
- Workflow Rule
- Process Builder
Flow
You cannot delete records using Workflow Rules or Process
Builder. The Data Import Wizard is not an automation tool
and also does not support the deletion of records.
We could use Flow to delete records, using a ‘Delete
Records’ data element.
What is NOT a trigger option (when to start to process) available when creating a Record-Triggered Flow?
- A record is created, and any time it’s edited to subsequently meet criteria
- A record is updated
- A record is deleted
- A record is created
A record is created, and any time it’s edited to subsequently meet criteria
There are 4 options when evaluating when a RecordTriggered Flow should trigger:
A record is created
A record is updated
A record is created or updated
A record is deleted
Cloudy Computing would like to display some Account fields on the related Contact records using Formula fields. What type of field needs to be wrapped in a function (in a formula) to be accessed?
- Currency
- Text Area (Long)
- Picklist
- Date/Time
Picklist
In order to display a Picklist value using a formula, we must
first wrap the Picklist in a TEXT function.
When creating values that pull data from other objects, you
can choose the Formula Return Type, including Date/Time
and currency. By choosing the correct Formula Return Type,
you will not need to wrap Date/Time or Currency in another
function.
Text Area (Long) fields cannot be used in formula fields.
Which of the following functions does not support Text fields?
- ISNULL
- OR
- AND
- ISBLANK
ISNULL
ISNULL does not support Text fields. You should use
ISBLANK instead ofISNULL in formulas. ISBLANK has the
same functionality as ISNULL, however, it supports Text
fields.
What is TRUE about using Roll-Up Summary fields in Validation Rules? (Choose 2)
- Roll-Up Summary fields cannot be referenced in Validation Rules
- Roll-Up Summary fields can be used in Validation Rules
- Roll-Up Summary fields are displayed on the edit page
- Roll-Up Summary fields cannot be be used as the error location for a Validation Rules
- Roll-Up Summary fields can be used in Validation Rules
- Roll-Up Summary fields cannot be be used as the error location for a Validation Rules
Roll-Up Summary fields can be referenced in Validation
Rules. However, because Roll-Up Summary fields are not
visible on the edit page, they cannot be used as the error
location for your error message
Cloudy Computing have noticed users are making typos when entering the Account ‘Annual Revenue’. They would like to create a Validation Rule to catch these types of errors.
Which of the following would be a suitable Validation Rule?
- OR(AnnualRevenue = 0, AnnualRevenue = 100000000000)
- OR(AnnualRevenue < 0, AnnualRevenue > 100000000000)
- AND(AnnualRevenue < 0, AnnualRevenue > 100000000000)
- CASE(AnnualRevenue < 0, AnnualRevenue > 100000000000)
OR(AnnualRevenue < 0, AnnualRevenue > 100000000000)
The correct formula is OR(AnnualRevenue < 0,
AnnualRevenue > 100000000000). This validates that the
account ‘Annual Revenue’ is not negative and does not
exceed $100 billion.
AND(AnnualRevenue < 0, AnnualRevenue > 100000000000)
would not work because the ‘Annual Revenue’ cannot be
both negative and exceed $100 billion.
CASE() is the wrong type offunction.
OR(AnnualRevenue = 0, AnnualRevenue = 100000000000)
will only validate ifthe ‘Annual Revenue’ is zero or $100
billion
What can the Administrator select on the ‘Specify Initial Submitters’ step of creating an Approval Process? (Choose 3)
- Add the Submit for Approval button and Approval History related list
- Select Creator, Owner, User, Role, Role and Subordinates or Public Group as the initial submitter
- Select Creator, Owner or specific User as the initial submitter
- Allow Process Builder to auto-submit approval requests
- Allow submitters to recall approval requests
- Add the Submit for Approval button and Approval History related list
- Select Creator, Owner, User, Role, Role and Subordinates or Public Group as the initial submitter
- Allow submitters to recall approval requests
As part ofthe ‘Specify Initial Submitters’ step of creating an
Approval Process, the Administrator can select Creator,
Owner, User, Role, Role and Subordinates or Public Group as
the initial submitter.
In addition, they can choose to add the Submit for Approval
button and Approval History related list to the object, and
allow submitters to recall approval requests.
When an Opportunity is closed won, the VP of Sales would like to automatically share the good news in a Chatter post in the ‘Global Sales’ Chatter group. What automation tool would best suit this requirement?
- Workflow Rule
- Apex Trigger
- Chatter Notifications
- Flow
Flow
Workflow cannot create Chatter posts.
Chatter Notifications are not a type of automation tool.
Since this requirement can be achieved declaratively, we
should not use code (Apex).
The Customer Success Manager asked to be notified when Accounts have a ‘Customer Priority’ of ‘High’. As the Administrator, you created a Flow with an email alert. However, the Customer Success Manager is complaining that he does not get alerts for all high priority customers, only new customers. What could be the cause?
- The evaluation criteria is set to ‘When a record is Created, and any time it’s edited to subsequently meet criteria’
- The evaluation criteria is set to ‘A record is updated’
- The evaluation criteria is set to ‘A record is deleted’
- The evaluation criteria is set to ‘A record is Created’
The evaluation criteria is set to ‘A record is Created’
If the Flow trigger is set to ‘A record is Created’, the
Customer Success Manager will only get an email alert for
new Accounts with a ‘Customer Priority’ of‘High’. If an
Account is updated and the ‘Customer Priority’ changed to
‘High’, the Flow will not be triggered.
The Administrator should select the trigger to ‘A record is
created or updated’ to ensure the email alert is sent both
for new Accounts with a ‘Customer Priority’ of‘High’, and
when any existing Accounts are edited and the ‘Customer
Priority’ changed to ‘High’.
In addition, because we only want to send the alert once
when the ‘Customer Priority’ is set to ‘High’, the
Administrator should also select to run the Flow for updated
records ‘Only when a record is updated to meet the
condition requirements’.
What are some considerations of Roll-Up Summary fields? (Choose 2)
- Roll-Up Summary fields may trigger Workflow Rules and field validations
- Roll-Up Summary fields may trigger Assignment Rules
- Roll-Up Summary fields do not trigger Assignment Rules
- Campaign Roll-Up Summary fields are automatically recalculated if a Lead or Contact is deleted
- Roll-Up Summary fields may trigger Workflow Rules and field validations
- Roll-Up Summary fields may trigger Assignment Rules
Roll-Up Summary field changes may trigger Assignment
Rules, Workflow Rules and field validations.
Campaign Roll-Up Summary fields are not automatically
recalculated if a Lead or Contact is deleted and instead,
must be manually recalculated by selecting ‘Force a mass
recalculation ofthis field’ on the edit page ofthe Roll-Up
Summary field.
What are some considerations about Validation Rules upon Lead conversion?
- Validation Rules are always run upon Lead conversion
- Validation Rules are run upon Lead conversion if ‘Require validation for Converted Leads’ is enabled
- Validation Rules are run upon Lead conversion if ‘Require validation for Leads’ is enabled
- Validation Rules are never run upon Lead conversion
Validation Rules are run upon Lead conversion if ‘Require validation for Converted Leads’ is enabled
Which standard Relationships support Roll-Up Summary fields? (Choose 3)
- Account summarizing Contact records
- Account summarizing Opportunity records
- Opportunity summarizing Opportunity Product Records
- Campaign summarizing Campaign Member records
- Account summarizing Opportunity records
- Opportunity summarizing Opportunity Product Records
- Campaign summarizing Campaign Member records
There are several standard relationships that are not
Master-Detail, that support Roll-Up Summary fields:
Account summarizing Opportunity records
Opportunity summarizing Opportunity Product Records
Campaign summarizing Campaign Member records
Roll-Up Summary fields are not supported between Account
and Contact records.
Once an Opportunity is in the ‘Forecast Category’ ‘Commit’, users should not be able to decrease the ‘Amount’. What function could be used to create a Validation Rule that would prevent this?
- PREVGROUPVALUE()
- PREVIOUSVALUE()
- PREVVALUE()
- PRIORVALUE()
PRIORVALUE()
PRIORVALUE() returns the previous value of a field,
allowing for comparisons.
What are the types of actions you can use with an Approval
Process?
- Email Alerts, Field Updates, Outbound Messages, Create Tasks
- Email Alerts, Field Updates, Outbound Messages, Create Events
- Email Alerts, Field Updates, Outbound Messages, Create Records
- Email Alerts, Field Updates, Create Tasks, Create Events
Email Alerts, Field Updates, Outbound Messages, Create Tasks
Similar to Workflow actions, Approval Process actions
include Email Alerts, Field Updates, Outbound Messages,
and Create Tasks. You cannot use Approval Process actions
to create records other than Task records.
When creating a Schedule-Triggered Flow, what frequencies can you specify? (Choose 3)
- Weekly
- Once
- Monthly
- Daily
- Weekly
- Once
- Daily
Schedule-Triggered Flows can be set to run:
Once
Daily
Weekly
Which of the following represent the correct syntax to display the first name from global variable User in a Formula field?
- {!$User.FirstName}
- {!User.FirstName}
- {User.FirstName}
- $User.FirstName
$User.FirstName
In the order of execution, which of the following fires before After Triggered Flows? (Choose 3)
- Assignment Rules
- Criteria Based Sharing
- Roll-Up Summaries
- Validation Rules
- Workflow Rules
- Assignment Rules
- Validation Rules
- Workflow Rules
Validation Rules, Assignment Rules and Workflow rules all
fire before After Triggered Flows.
What is the character limit for a Formula field?
9500
5000
3900
2500
3900
What is a Roll-Up Summary field?
- A Roll-Up Summary field is a field that aggregates parent record information into the child record
- A Roll-Up Summary field is a report Formula field
- A Roll-Up Summary field is a field that aggregates child record information into the parent record
- A Roll-Up Summary field lets you rollback the data that was changed last week
A Roll-Up Summary field is a field that aggregates child record information into the parent record
A Roll-Up Summary field is a field that aggregates child
record information into the parent record. For example, if
you implemented a Discount field at the Product level, you
could roll that field value up to Opportunity level, giving you
the total discount.
Where can you display a Validation Rule error message? (Choose 2)
- Next to several Fields
- Next to a single Field
- Bottom of Page
- Top of Page
- Next to a single Field
- Top of Page
What are some considerations when using Formula fields? (Choose 3)
- Formulas have a character limit of 3900
- Formula fields are not included in Search
- You can’t delete fields referenced in a formula
- Long Text Area, Encrypted and Description fields can be used in a formula
- Formulas have a character limit of 3900
- Formula fields are not included in Search
- You can’t delete fields referenced in a formula
When do Validation Rules run? (Choose 2)
- Records created via Quick Create
- Records created via Web-to-Case
- Records created via Web-to-Lead
- Records created via Email-to-Case
- Records created via Web-to-Case
- Records created via Web-to-Lead
In the order of execution, which of the following fires before Before Triggered Flows?
- System Validation Rules
- Duplicate Rules
- Custom Validation Rules
- Assignment Rules
System Validation Rules
System Validation Rules fire before Before Triggered Rules.
System Validation Rules include checking that the data
entered into a field matches the field type, for example, only
a number can be entered into a number field.
Roll-Up Summary fields can be created on? (Choose 2)
- Any custom object that is on the detail side of a Master-Detail Relationship
- Any custom object that is on the master side of a Master-Detail Relationship
- Any standard object that is on the master side of a Master-Detail Relationship with a custom object
- Any Lookup Relationship field
- Any custom object that is on the master side of a Master-Detail Relationship
- Any standard object that is on the master side of a Master-Detail Relationship with a custom object
Which function should be used as a best practice when
checking if a field is empty?
ISEMPTY()
ISNULL()
BEGINS()
ISBLANK()
ISBLANK()
ISBLANK() should be used when checking if a field is empty.
It would also be possible to use ISNULL(), however this is not
best practice. ISBLANK() has replaced ISNULL(); it has the
same functionality but also supports test fields. Salesforce
continues to support ISNULL(), however they advise you to
use ISBLANK() in new formulas.
ISEMPTY() is not a real function. BEGINS() determines if a
field begins with specific characters.
Cloudy Computing has a Regex Validation Rule that states
that the phone number must be in the format (xxx) xxx-xxx
but does not give any way to validate that an Area Code is a
valid US Area Code. So, in theory a user could enter (999)
999-9999 which is no use.
There are too many Area Codes to fit in the limit of a
Validation Rule, so Area Codes have been stored in a custom
object. Which Salesforce Validation Rule function could be
used to check the Area Code in the phone number field
against the Area Codes in our custom object?
REGEX
SEARCH
MATCH
VLOOKUP
VLOOKUP
A Validation Rule can be created using the VLOOKUP
function.
Example:
VLOOKUP($ObjectType.Are_Code__c.Fields.Name, $ObjectType.Area_Code__c.Fields.Name, LEFT(Phone, 5)) <> LEFT(Phone, 5)
What this says: Compare the Area Code on this Contact with
the Area Code list. If you can’t find a match, show an error
message
Which Validation formula is valid to make sure the ‘Phone’ or ‘Email’ fields are completed when converting a Lead?
- IsConverted = FALSE && (ISBLANK(Phone) &&
ISBLANK(Email)
- IsConverted = TRUE && (ISBLANK(Phone) && ISBLANK(Email)
- IsConverted = TRUE && OR(ISBLANK(Phone), ISBLANK(Email))
- IsConverted = TRUE && OR(Phone, Email)
IsConverted = TRUE && OR(ISBLANK(Phone), ISBLANK(Email))
Validation Rules can be created for which of the following? (Choose 4)
- Custom Objects Only
- Campaign Members
- Fields
- Case Milestones
- Objects
- Campaign Members
- Fields
- Case Milestones
- Objects
Validation Rules
can be created for both standard and custom objects.
How many Roll-Up Summary fields can you have per object?
5
10
50
25
25
What is NOT a feature of Salesforce Flow?
Deactivate
Clone
Debug
Save As
Run
Clone
There is no ‘Clone’ button when creating a Flow. Instead,
you can use the ‘Save As’ button.
What are some considerations when planning to allow users to respond to approval requests via email? (Choose 3)
- The Administrator can enable ‘Enable email approval response’ in the individual Approval Process
- The Administrator can enable ‘Enable email approval response’ in Process Automation Settings
- Approvers can respond with No/Reject/Rejected
- Approvers can respond with Yes/Approve/Approved
- The Administrator can define custom approval terms
- The Administrator can enable ‘Enable email approval response’ in Process Automation Settings
- Approvers can respond with No/Reject/Rejected
- Approvers can respond with Yes/Approve/Approved
To allow users to respond to approval requests via email,
the Administrator must enable ‘Enable email approval
response’ in Process Automation Settings. This is not done
in the individual Approval Process.
Approvers can say Yes/Approve/Approved or
No/Reject/Rejected. Administrators cannot set up custom
approval terms.
