SF Workflow and Process Automation

Question 1

What are the three workflow evaluation criteria options that determine when workflow rules are evaluated?

Answer 1

• When a record is created
• When it is created and every time it is edited
• When a record is created and any time it is edited to then meet the evaluation criteria

Question 2

How can workflow rules be evaluated?

Answer 2

If certain criteria is met or if a formula evaluates to true

Question 3

What are the actions that a workflow rule can invoke?

Answer 3

Create Task, Send Emails, Field Update or Send Outbound Message

Question 4

When are workflow actions executed?

Answer 4

Either immediately or after a number of days or hours from a date field or trigger date

Question 5

What are the capabilities of an approval process?

Answer 5

Define a series of steps and actions for approving selected standard and custom objects that meet certain criteria.

Question 6

What type of actions can be set for approval or rejection?

Answer 6

Create Task, Send Emails, Field Update or Send Outbound Message

Question 7

What options does an approver have for responding to a request?

Answer 7

Approve, Reject or Reassign

Question 8

Where can an approver see the pending request and respond to it?

Answer 8

On the Record, on the Homepage, Respond to Email, in App Notifications, Chatter

Question 9

What are some use cases for approval processes?

Answer 9

Approval of Quotes/Contracts, PTO, Expense Reports, Overtime, Deadline Extensions, Discounts, Funding and Purchasing Requests, Authorization for Work

Question 10

What are the steps to define a process in the Process Builder?

Answer 10

Define the object, define the criteria, select immediate or scheduled actions, activate the process

Question 11

What actions are possible with Process Builder?

Answer 11

Create or update records, invoke a quick action, submit a record for approval, post to Chatter, send an email, invoke a flow, invoke Apex class

Question 12

In what cases would Process Builder be used over Workflow?

Answer 12

When needing to create a record, submit for approval or launch a flow

Question 13

When must Workflow be used and not Process Builder?

Answer 13

When needing to send outbound messages

Question 14

Which automation tools allow sending an automatic email alert to a user when a new member is added to a Chatter group?

Answer 14

Workflow Rule, Process Builder, and Flow Builder

Question 15

What are the two main types of flows in Flow Builder?

Answer 15

Screen flows and Autolaunched flows

Question 16

What are the different types of autolaunched flows?

Answer 16

Record-triggered flows, Platform event-triggered flows, Schedule-triggered flows, Autolaunched flows (no trigger)

Question 17

What are the three running modes in flows?

Answer 17

User or System context, System Context with Sharing, and System Context without Sharing

Question 18

What element in Flow Builder can be used to execute a certain path if a criteria is met?

Answer 18

Decision element

Question 19

What are the actions supported by approval processes?

Answer 19

email alerts, task creation, field updates, and outbound message

Question 20

What are the different stages in an approval process?

Answer 20

initial submission, approval steps, final approval, final rejection, recall

Question 21

Which automation tools support sending of outbound messages?

Answer 21

workflow rules, approvals, and flows

Question 22

Which automation tool is capable of deleting records?

Answer 22

Flow Builder