Workflow and Automation

Question 1

Ursa Major wants to assign a task automatically to account managers when a customer’s agreement is about to expire.

How should an administrator configure this functionality?

Answer 1

Create a time-based workflow on account with a rules criteria of Agreement End Date > TODAY().

Question 2

An administrator create a workflow rule that sends email alerts when a case with a high priority is created. A new support engineer who works remotely at Ursa Major Solar complains about not receiving the email alerts. All other users at Ursa Major Solar receive these email alerts.

How can an administrator troubleshoot this issue?

Answer 2

Verify the user’s email address

Question 3

Ursa Major Solar wants to create a workflow rule to send an email alert to members of its board of directors, none of whom use Salesforce.

How many of the board members can be added to a single email alert?

Answer 3

Up to 5 additional email addresses can be added to the email alert.

Question 4

Flow

Answer 4

An application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users

Question 5

Quick Action

Answer 5

• Quick actions can be object specific or global.
• The Update action type is not available in global actions.
• You can use actions in a process.

Question 6

Process Trigger

Answer 6

• Every process includes a trigger, which tells the process when to start.
• How you configure that trigger depends on what type of process you’re creating:
  + Record Change
  + Event
  + Invokable

Question 7

Approval Process

Answer 7

• Automated how records are approved in Salesforce

- Specifies each step of approval, including from whom to request approval and what to do at each point of the process

Question 8

Delete an Approval Process

Answer 8

• Before you delete an approval process, make sure it’s inactive.
• Delete pending approval requests that are associated with it, and remove them from the recycling bin.

Question 9

Activate an Approval Process

Answer 9

An approval process must have at least one step before you can activate it. 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 processes is inactive.