Business Process Flows Flashcards
What is the purpose of a business process flow?
A business process flow provides a guide for people to get work done
What are the two parts of a business process flow?
Pages and Steps
Steps and Stages
Stages and Pages
What are the two parts of a business process flow?
Steps and Stages
You are currently going through a business process flow. You try to advance to the next stage, but you are unable to advance. What is most likely the cause? What is this practice called?
There is most likely a required field in that stage and you must fill in and that field to advance to the next stage. This process is called “stage-gating”
When will changes to fields initiated by a workflow in a business process flow become visible to the user?
When the form is created
When the form is modified
When the form is saved
When will changes to fields initiated by a workflow in a business process flow become visible to the user?
When the form is saved
Discussion: whether or not a workflow is real time, the changes will be reflected on the form, after the form is saved
TRUE OR FALSE: Can a user configure multiple business processes and associate them with the same record?
TRUE
Discussion: This is called “Concurrent Business Process Flow”
Which of the following is NOT a System Business Process Flow?
Lead to Opportunity Process Contact to Lead Process Opportunity Sales Process Appointment to Opportunity Process Phone to Case Process
Which of the following is NOT a System Business Process Flow?
Contact to Lead Process
Appointment to Opportunity Process
How many entities can a business process flow use?
One
Five
Ten
No limit
How many entities can a business process flow use?
Five
Discussion: A business process flow can span for up to five entities. This means that a user can easily navigate through multiple related records
How many active business process flows can you have for one entity?
One
Five
Ten
No limit
How many active business process flows can you have for one entity?
Ten
You created a new business process flow and activated it. You can see it, some users can see it and other users cannot. What could be the problem?
You need to update the process order list.
You need to change the security roles for the business process flow.
You need to publish the business process flow.
You created a new business process flow and activated it. You can see it, some users can see it and other users cannot. What could be the problem?
You need to change the security roles for the business process flow.
Discuss: In this case, the most likely cause is that you need to change the security roles. However, in certain situations, you may need to reorder the process order list.
You want to create a business process flow that when the final stage exits, a workflow will be triggered. How would you do this?
You have to create a Global Workflow with a trigger for Process Abandoned or Process Complete. Even if you put it to be triggered on stage exit, a workflow will not run.
Which of the following entities can NOT use a business process flow?
Product Opportunity Case Queue Fax
Which of the following entities can NOT use a business process flow?
Queue
What is the max number of stages a business process can have? 10 20 30 50 No limit
What is the max number of stages a business process can have?
30
