Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

Salesforce > Business Process Optimisation > Flashcards

Business Process Optimisation Flashcards

1
Q

Q. What is Business Process Optimization (BPO) in Salesforce?

A

A. BPO in Salesforce involves analyzing, improving, and automating business workflows to enhance efficiency, reduce costs, and improve customer experience.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Q. What are the key goals of business process optimization?

A
  • Eliminate inefficiencies & redundancies
  • Automate repetitive tasks
  • Improve data accuracy
  • Enhance customer experience
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Q. What are common signs that a business process needs optimization?

A
  • Manual and repetitive tasks
  • High error rates in processes
  • Long approval or response times
  • Lack of visibility into workflow bottlenecks
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Q. What is process mapping in Salesforce?

A

A. Process mapping is visualizing and documenting how tasks and workflows are executed in Salesforce.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Q. What are the key tools for process mapping in Salesforce?

A
  • Flow Charts & BPMN diagrams
  • Salesforce Flow & Process Builder
  • Salesforce Optimizer Report
  • Journey Builder (Marketing Cloud)
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Q. What are the steps to analyze and improve a business process?

A
  • Identify the current process
  • Find bottlenecks and inefficiencies
  • Define KPIs for improvement
  • Implement automation where possible
  • Monitor and iterate improvements
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Q. What are the primary workflow automation tools in Salesforce?

A
  • Workflow Rules (Legacy, rule-based automation)
  • Process Builder (Point-and-click process automation)
  • Salesforce Flow (Advanced automation with complex logic)
  • Apex Triggers (Code-based automation for custom logic)
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

Q. When should you use Flow instead of Workflow Rules or Process Builder?

A
  • When a process requires multiple steps or decisions
  • When dealing with related records across objects
  • When needing looping, subflows, or complex data updates
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Q. What are best practices for implementing automation in Salesforce?

A
  • Use declarative tools (Flow) before writing Apex
  • Minimize automation conflicts by mapping dependencies
  • Ensure scalability and avoid excessive triggers
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Q. What is an Approval Process in Salesforce?

A

A. A feature that automates record approvals based on business rules.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Q. What are best practices for streamlining approval processes?

A
  • Reduce manual intervention
  • Use Dynamic Approval Routing
  • Optimize notification & reminder settings
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

Q. How can case management be optimized in Salesforce Service Cloud?

A
  • Implement Omni-Channel Routing
  • Use Case Assignment Rules
  • Enable Service-Level Agreements (SLAs)
  • Automate case responses with Einstein Bots
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Q. What are key ways to optimize the Sales process in Salesforce?

A
  • Use Lead Scoring & Assignment Rules
  • Automate follow-ups with Sales Cadences
  • Enable Einstein Opportunity Insights
  • Use CPQ (Configure, Price, Quote) for sales automation
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Q. What is Sales Path in Salesforce?

A

A. A guided selling tool that provides reps with key information and actions at each stage of the sales cycle.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Q. How can you optimize lead conversion in Salesforce?

A
  • Automate lead assignment using territory rules
  • Enforce lead qualification criteria
  • Integrate with Marketing Automation tools
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Q. How can marketing processes be optimized in Salesforce?

A
  • Automate campaigns using Marketing Cloud Journeys
  • Use Lead Nurturing & Scoring in Pardot
  • Optimize email marketing performance with A/B testing
  • Integrate advertising platforms (Google, Facebook, LinkedIn)
17
Q

Q. What is Einstein Send Time Optimization in Marketing Cloud?

A

A. A feature that predicts the best time to send emails for maximum engagement.

18
Q

Q. What is the purpose of Pardot Lead Grading and Scoring?

A
  • Lead Grading measures lead quality based on demographics.
  • Lead Scoring measures lead engagement and behavior.
19
Q

Q. How can you ensure data quality in Salesforce?

A
  • Implement validation rules & duplicate management
  • Enforce picklists instead of free-text fields
  • Schedule automated data cleansing & deduplication
20
Q

Q. What is Data.com (Retired) and what replaced it?

A

A. Data.com was a tool for enriching CRM data, now replaced by third-party data integration tools (Clearbit, ZoomInfo, Dun & Bradstreet).

21
Q

Q. What are best practices for data governance in Salesforce?

A
  • Define data ownership
  • Use audit tracking & field history tracking
  • Restrict user access with Field-Level Security (FLS)
22
Q

Q. What are common integrations used for business process optimization?

A
  • ERP integrations (SAP, Oracle, NetSuite)
  • Marketing automation tools (Pardot, HubSpot)
  • Finance & Billing systems (Stripe, QuickBooks, Zuora)
  • Communication tools (Slack, Microsoft Teams)
23
Q

Q. What middleware tools are commonly used for Salesforce integration?

A
  • MuleSoft
  • Jitterbit
  • Dell Boomi
  • Zapier
24
Q

Q. How can automation be optimized when integrating multiple systems?

A
  • Implement event-driven architectures (Platform Events, Pub/Sub API)
  • Use batch processing for large data syncs
  • Ensure data transformation using middleware (ETL tools)
25
Q

Q. How can you measure process optimization success in Salesforce?

A
  • Use Salesforce Reports & Dashboards
  • Track KPIs such as conversion rates & time to resolution
  • Utilize Salesforce Optimizer Report
26
Q

Q. What is the Salesforce Optimizer Report?

A

A. A diagnostic tool that analyzes org performance, security, and automation bottlenecks.

27
Q

Q. How can AI help in business process optimization?

A
  • Einstein AI provides predictive analytics
  • Einstein Bots automate customer interactions
  • AI-powered data insights optimize decision-making
28
Q

Q. What are the best practices for optimizing business processes in Salesforce?

A
  • Document & analyze existing workflows
  • Automate manual processes with Flow & AI
  • Reduce approval delays using automation
  • Monitor & continuously improve performance
  • Ensure data quality & governance
29
Q

Q. How often should business processes be reviewed for optimization?

A

A. At least every 6-12 months or whenever a business need or system change occurs.

Salesforce (18 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions