Interview questions: Automation Tools Flashcards

1
Q
  1. What is workflow? Which actions can be performed using workflows?
A

Workflow allows us to automate the organizations business processes quickly without
writing any code with the following four actions.

· Field Update
· Outbound Messages
· Email Alert
· Task

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2
Q
  1. What are types of workflows?
A

Immediate Workflow Actions, Time-Dependent Workflow Actions

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3
Q
  1. Can you tell me what is time based workflow?
A

Time Based workflow will be triggered at what time we define while creating the Time-Dependent workflow rule.

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4
Q
  1. can we update the related object fields, or can we update the cross object fields?
A

Yes we can update the related object field or cross object fields in workflow field update
but only from child to parent update is possible not the other way

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5
Q
  1. What happens to the workflow rules when the object is deleted?
A

Standard objects cannot be deleted, and when the custom object is deleted, then
workflow rule for that object will automatically get deleted.

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6
Q
  1. What is Approval Process?
A

Approval process is a business logic engine that allows you to specify a sequence of
steps that are required to approve a new record. Each step allows one or more
designated approvers to accept or reject the record.

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7
Q

7- What is Web-to-Lead and Web-to-Case?

A

It is the process of automatically registering the forms received on the web page to the
Salesforce system. Web-to-Lead is used for leads. Web-to-Case is used to serve your
existing customers.

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8
Q
  1. What is difference between screen flow and auto launched flow?
A

Screen Flow-Requires user interaction, because it includes screens, local actions,
steps, choices, or dynamic choices. Screen flows don‘t support Pause elements.

Auto launched flow, No user interaction required. It is a flow type that runs automatically in the background without the user’s knowledge, with a record creation and update.

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9
Q
  1. Difference between flow and process builder?
A
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10
Q
  1. What are the different types of Salesforce Flows?
A

Salesforce provides three types of flows:
1. Screen Flows – guide users through a business process, capture users input

  1. Autolaunched Flows – do not have any trigger and they run in the background.
    Autolaunched Flow (No Trigger) – launches when invoked by Apex, processes,
    REST API and more
  2. Triggered Flows – autolaunched by a trigger you specify and they run in the
    background
    · Record-Triggered Flow – launches when a record is created, updated or deleted
    · Schedule-Triggered Flow – launches at a specified time and frequency for each record in a batch
    · Platform Event-Triggered Flow – launches when a platform message is received
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11
Q
  1. How can you Troubleshoot Salesforce Flows?
A

To troubleshoot a failed flow interview, use the flow fault email. To test the flow and
observe what happens as it runs, use the debug option in Flow Builder.
Emails About Flow Errors – Every time a flow interview fails, Salesforce sends an
error email in the default language of the user who ran the flow. The email is sent to
either the admin who last modified the associated flow or the Apex exception email
recipients. The email includes the error message from the failure, details about each
flow element that the interview executed, and a link to show the failed flow interview in
Flow Builder.

Control Who Receives Flow and Process Error Emails – When a process or flow
interview fails, a detailed error email is sent to the admin who last modified the process
or flow. But perhaps that admin isn‘t the best person to read and act on the details of
what was executed and what went wrong. Instead, you can choose to send error emails
to the Apex exception email recipients, which you specify and control in Setup.

Troubleshoot Flow URLs – If you‘re distributing a flow and the custom button, custom
link, or a direct flow URL isn‘t working as expected, verify the referenced flow. In
addition, verify its variables if you‘re passing values into a flow from the URL.

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12
Q
  1. Why is loop element used in Salesforce flow ?
A

Loop element in Salesforce flow is used to iterate elements in collection. You can
compare it with ―for or while loops in programming language.

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13
Q
  1. What are the different types of email templates that can be created in Salesforce?
A

Below is the list of email templates that can be created in Salesforce:

Text: Text templates can be created or changed by all the users in the organization.
HTML with Letterhead: Admins and users who have ‗Edit HTML Templates‘ can create
this type of template based on a letterhead.

Custom HTML: It is an extension of the previous one. Admins and users having ‗Edit
HTML Templates‘ can create custom HTML templates even without the need for a
letterhead.

Visualforce: Admins and developers can create this template using Visualforce. It
provides advanced functionalities like merging recipient‘s data from multiple records.

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14
Q
  1. What is the difference between WhoID and WhatID?
A

WhoID refers to people like contact or leads. Whereas ―What IDǁ refers only for
objects.

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15
Q
  1. Difference between Trigger and Workflow?
A
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16
Q
  1. We have “Time Based Workflow” and there is action scheduled to be executed. Can
    we delete that workflow?
A

It is not possible to delete the workflow when the workflow is having any pending time
dependent actions.

17
Q
  1. How to clear the Time based workflow action queue?
A

We can clear time based workflow action queue in two ways they are
· Make the criteria false.
· Removing scheduled actions from the queue

18
Q
  1. What can be done using Process Builder?
A

Creating records: This will allow you to create a new record and create different field
values for a record.

Updating records: You can update one or more records which are somehow related to
the record that started the process. This can be done either by manually entering
records or by using the records from a related record.

Posting on Chatter: Process Builder allows you to post on Chatter for sharing any
information to any user.

Quick action: If you already have global actions or objects, within Salesforce, you can
use Quick action to use them in any other record.

Launch/trigger the flow: It is possible for you to launch the flow from your process to
automate different processes.

Submitting the record automatically for approval: The record which started your
process can be submitted. Any other record can’t be automatically submitted.

Call/trigger Apex code: You can invoke an Apex code which you have already written
within Salesforce.

Invoking another process: This action will actually invoke a process to another
process.

19
Q
  1. How to call Future methods from Process Builder?
A

To call Future methods from Process Builder, call the future method from the invocable
method.

20
Q
  1. What are the things which we can not do with process builder in Salesforce?
A
  1. Deleting Records (Alternative: Flows/Apex Trigger )
  2. Outbound Message (Alternative: Workflow/Apex Trigger/Flows)
  3. Cloning a record (Alternative: Apex Trigger)
  4. Updating unrelated records (Alternative: Flows/Apex Trigger)
21
Q
  1. What kind of related records can we update using process builder in Salesforce?
A
  • Parent Records (Master or Lookup)
  • Child Records (Master or Lookup)
22
Q
  1. Can we change the data type of variable once we have created in lightning flow
    designer?
A

No we cannot change the data type once created

23
Q
  1. What are the ways in which screen flows can be launched?
A

A Screen Flow can be launched using one of the following ways;
1. Using Flow Component in Lightning Record Page
2. Using Flow Component in Lightning App Page
3. Using Flow Component in Lightning Home Page
4. Using Flow Component in Lightning for Outlook
5. Using a Custom Button
6. Using a Custom Link
7. Embed a Flow in Visualforce Page
8. Using Login Flow
9. Using Inline Visualforce Page
10. Using Quick Action

24
Q

24- Can we query process Builder / Flow?

A

No we cannot query but we can see details through workbench ->Info–>
MetaDataTypes & Components>Flow>Components.