Salesforce Ben Workflow/Process Practice Test Flashcards
What options are available when ‘multiple approvers are selected’ during an approval process?
When creating an approval process with ‘multiple approvers are selected’, an Administrator can select:
-Approve or reject based on first response
-Require unanimous approval from all selected approvers
In the order of execution, which of the following fires after “After Save” Flows?
Only Entitlement Rules fire after “After Save” Flows. “After Save” Flows are record-triggered Flows that are configured to run after the record is saved.
What can the Administrator select on the ‘Specify Initial Submitters’ step of creating an Approval Process?
- 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
What are the types of actions you can use with an Approval Process?
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 planning your Flow strategy and the order of execution, what control do you have over when a Flow is triggered?
-Fast Field Updates
-Actions and Related Records
-Run Asynchronously
What are some useful features of the Flow Trigger Explorer?
-Create a new flow
-Change the order of Flows use drag and drop
-You can edit the triggers orders of flow
As the Salesforce Administrator, you have been asked to delete an Approval Process. What are some considerations for deleting Approval Processes?
- Pending approval requests related to the approval process must be deleted and permanently deleted from the recycle bin
- The approval process must be deactivated
As the Salesforce Administrator, you have been asked to modify an existing approval process by adding additional steps and changing the rejection behavior. What should you do?
After an approval process is activated, you can’t add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive.
- Deactivate the current version of the approval process
- Clone the current approval process, make the relevant amendments and activate the new approval process
In Flow, what is the element that functions as the if/then statement called? For example, if Contact = Active then take this path, else take this path.
A Decision element evaluates conditions/criteria and then routes the Flow, determining which actions to perform. You can think of a Decision element as a question with several possible answers; depending on the answer, a different action or set of actions will be executed.
What is NOT a Data Element in Flow?
Edit Records
‘Edit Records’ is not a data element in Flow. In Flow, the terminology is ‘Update Records’. ‘Update Records’ can update the values in a Salesforce record.
A user is complaining that they cannot submit their record for approval.
- The record does not meet the initial submitters specified
- The records does not meet the entry criteria
If there are entry criteria specified and the record does not match these requirements, the user will not be able to submit the record for approval and will receive an error message.
For example, say the user is trying to submit an opportunity record for approval that has a 10% discount, but the approval process entry criteria specifies that the discount should be greater than 20%, they will not be able to submit it:
Schedule Triggering Flows can be scheduled to run?
Once
Daily
Weekly
How many versions of a Flow can be active at the same time?
Similar to Process Builder, only 1 version of a Flow can be active. Once a new version is saved, the previous version is deactivated.
