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Salesforce > Process Automation & Business Logic > Flashcards

Process Automation & Business Logic Flashcards

1
Q

Q. What is process automation in Salesforce?

A

A. The use of built-in tools to automate repetitive tasks, enforce business rules, and streamline workflows.

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2
Q

Q. What are the main automation tools in Salesforce?

A

A. Workflow Rules, Process Builder, Flow, Approval Processes, and Apex Triggers.

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3
Q

Q. When should you use declarative automation instead of Apex?

A

A. Use declarative tools (Workflow, Process Builder, Flow) when possible to minimize custom code and simplify maintenance.

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4
Q

Q. What is a workflow rule in Salesforce?

A

A. A rule that automates actions (field updates, email alerts, tasks, outbound messages) when specific conditions are met.

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5
Q

Q. What are the four actions available in Workflow Rules?

A

A. Field updates, email alerts, tasks, and outbound messages.

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6
Q

Q. Can a workflow rule trigger another workflow rule?

A

A. No, workflow rules do not trigger other workflow rules.

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7
Q

Q. What is the order of execution for a workflow rule?

A
  • Salesforce validates the record
  • Executes before-save triggers
  • Executes workflow rules
  • Executes after-save triggers
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8
Q

Q. What are the limitations of workflow rules?

A

A. Cannot perform complex multi-step logic, update unrelated records, or delete records.

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9
Q

Q. What is Process Builder in Salesforce?

A

A. A point-and-click automation tool that allows users to define processes that trigger actions based on record changes.

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10
Q

Q. What are the key actions supported by Process Builder?

A

A. Field updates, email alerts, tasks, posting to Chatter, invoking Apex, launching flows, and creating records.

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11
Q

Q. How does Process Builder differ from Workflow Rules?

A

A. Process Builder is more powerful, supports multiple criteria, can update related records, and can call flows.

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12
Q

Q. What happens when multiple processes are triggered in Process Builder?

A

A. They execute in the order they were created, but Salesforce does not guarantee execution order.

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13
Q

Q. What are the limitations of Process Builder?

A

A. Cannot delete records, does not support complex loops, and may cause performance issues with large datasets.

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14
Q

Q. What is Salesforce Flow?

A

A. A low-code automation tool that allows users to build complex logic, collect data, update records, and perform actions.

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15
Q

Q. What are the different types of flows in Salesforce?

A

A. Screen Flow, Auto-Launched Flow, Record-Triggered Flow, Scheduled-Triggered Flow, and Platform Event-Triggered Flow.

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16
Q

Q. What is a Screen Flow?

A

A. A flow that provides a user interface to collect data and guide users through a process.

17
Q

Q. What is an Auto-Launched Flow?

A

A. A flow that runs automatically without user interaction.

18
Q

Q. What is a Record-Triggered Flow?

A

A. A flow that runs when a record is created, updated, or deleted.

19
Q

Q. What is a Scheduled-Triggered Flow?

A

A. A flow that runs at a specified time based on predefined criteria.

20
Q

Q. What is a Platform Event-Triggered Flow?

A

A. A flow that runs when a platform event occurs.

21
Q

Q. What elements are available in Flow?

A

A. Assignment, Decision, Loop, Data Elements, Screens, Subflows, and Actions.

22
Q

Q. How do flows compare to Process Builder?

A

A. Flows provide more flexibility, support loops, allow complex logic, and can delete records.

23
Q

Q. What are the best practices for Flow?

A
  • Use auto-launched flows when UI is not needed
  • Limit the number of records processed to avoid hitting governor limits
  • Use subflows to modularize automation
24
Q

Q. What is an approval process in Salesforce?

A

A. A workflow that automates record approval requests based on predefined steps.

25
Q

Q. What are the key components of an approval process?

A

A. Entry criteria, approval steps, approval actions, rejection actions, and recall actions.

26
Q

Q. Can an approval process update fields?

A

A. Yes, it can update fields upon approval or rejection.

27
Q

Q. Can a record be submitted for approval multiple times?

A

A. Yes, but it depends on how the approval process is configured.

28
Q

Q. What happens if an approver does not respond?

A

A. The record remains in the approval queue until action is taken or the process is escalated.

29
Q

Q. What is an Apex Trigger?

A

A. A piece of Apex code that runs before or after a record is inserted, updated, deleted, or undeleted.

30
Q

Q. What are the two types of Apex Triggers?

A

A. Before Triggers and After Triggers.

31
Q

Q. When should you use a before trigger?

A

A. When modifying a record’s values before saving to the database.

32
Q

Q. When should you use an after trigger?

A

A. When working with related records or performing actions that require the record ID.

33
Q

Q. What is the order of execution for triggers in Salesforce?

A
  1. System validation rules
  2. Before triggers
  3. Custom validation rules
  4. Record saved to database
  5. After triggers
  6. Assignment rules, auto-response rules
  7. Workflow rules, process automation
  8. Escalation rules
  9. Post-commit logic
34
Q

Q. How do you prevent recursion in Apex triggers?

A

A. By using static variables to track trigger execution.

35
Q

Q. What is a trigger governor limit?

A

A. Limits set by Salesforce to ensure efficient processing (e.g., SOQL query limits, CPU time, heap size).

36
Q

Q. What is the order of execution in Salesforce when a record is saved?

A
  1. System validation rules
  2. Before triggers
  3. Custom validation rules
  4. Record saved to database
  5. After triggers
  6. Assignment rules and auto-response rules
  7. Workflow rules and process automation
  8. Escalation rules
  9. Post-commit logic
37
Q

Q. What happens when multiple automation tools are triggered?

A

A. They execute in a predefined order, with Apex Triggers running before Process Builder and Flows.

38
Q

Q. What are the best practices for process automation in Salesforce?

A
  • Use declarative tools before writing Apex
  • Optimize flows and processes to avoid governor limits
  • Use record-triggered flows instead of Process Builder
  • Limit DML statements and SOQL queries in automation
  • Test automation thoroughly before deploying
39
Q

Q. When should you use Apex instead of declarative tools?

A

A. When complex logic, external integrations, or bulk processing is required.

Salesforce (18 decks)

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