Workflow and Automation (8%) Flashcards
An admin is working in an org with multiple Validation, Escalation, Assignment, and Workflow rules. What is the correct sequence of rule that are processes that the admin needs to keep in mind? Choose 1
A.) Escalation rules, Assignment Rules, Workflow rules
B.) Escalation rules, Validation rules, Workflow rules
C.) Assignment rules, Workflow rules, Validation rules
D.) Validation rules, Assignment rules, Workflow rules
D.) Validation rules, Assignment rules, Workflow rules
According to the order of execution in SFDC, events are executed as follows: Validation rules, Assignment rules, Auto-response rules, Workflow rules (with immediate actions) & Escalation rules.
A sales rep should be sent an email if a high priority case is created for an account that they own. How can this be configured? Choose 1
A.) Create a workflow rule to send an email alert to the account owner
B.) Create an escalation rule to notify the account owner
C.) Enable field history tracking to send an email alert to the account owner
D.) Create an auto-response rule to send an email alert to the account owner
A.) Create a workflow rule to send an email alert to the account owner
A workflow rule and email alert could be used to send an email when a high priority case is created. For the case object, the Account Owner can be selected as a recipient in an email alert.
In an approval process, the approval is assigned to a queue. If all members of the queue need to be notified of the pending approval, what needs to be configured? Choose 1
A.) Create an email notification template
B.) Configure the queue to send an email to queue members
C.) Enable email notifications in the approval process
D.) Create a notification action in the approval process
B.) Configure the queue to send an email to queue members
When the assigned approver is a queue, approval request emails are sent to the queue email address. If the queue is set up to send an email to members, approval request emails are also sent to the queue members, unless their approval user preferences are set to never receive approval request emails. If an email template is not specified, an email using a standard template is sent.
New Computing uses SFDC for managing custom support. There are more than 100 support cases open in its service cloud application. The Support Manager wants to ensure that if the support engineer does not start working on a case after 24 hours, an email should be generated for the support lead and the manager himself. What is the best way for the admin to achieve this? Choose 1
A.) Create a validation rule to generate an email
B.) Create a workflow rule to generate an email
C.) Create an escalation rule to generate an email
D.) Write an Apex class to generate an email
C.) Create an escalation rule to generate an email
An escalation rule could be created to automatically escalate the case when it meets the criteria. Rule entries can include escalation actions that can send email notifications to the case owner and additional recipients.
When creating a workflow rule, which of the following are valid workflow evaluation criteria? Choose 3
A.) Every time a record is created
B.) Every time a record is created and every time it’s edited
C.) Every time a record is created and any time it’s edited subsequently to meet criteria
D.) Every time a record is deleted
E.) Every time a record is edited and any time it’s edited subsequently to meet criteria
A.) Every time a record is created
B.) Every time a record is created and every time it’s edited
C.) Every time a record is created and any time it’s edited subsequently to meet criteria
Workflow rules evaluate the rule when a record is created, and every time it is edited to subsequently meet criteria
An admin is considering the use of workflow rules for a new custom object Application. When are workflow rules evaluated? Choose 1
A.) Before triggers
B.) Before assignment rules
C.) After triggers
D.) Before auto-response rules
C.) After triggers
Workflow rules are evaluated after triggers, assignment rules, and auto-response rules
The customer service agents of Cosmic Service Solutions use a Chatter group to share recommendations related to support. A service manager is the owner of the group. The admin of the company has been asked to automate the creation of a post on the manager’s Chatter feed whenever the number of members in the Chatter group increases or decreases. What automation tools can be used to meet this requirement? Choose 2
A.) Process Builder
B.) Apex Trigger
C.) Workflow Rule
D.) Flow
A.) Process Builder
D.) Flow
For this requirement, a process can be created on the “Group” object using Process Builder. The “MemberCount” field on the object can be used to specify the criteria, based on which the process can be triggered. A “Post to Chatter” action can be used to create a Chatter post for the group’s owner, i.e. - the service manager. Whenever the “MemberCount” changes, a Chatter post can be automatically created.
Chris is an admin for Indiana Global Finance Corp. He had a meeting with the marketing manager who requested that if leads score more than 45 points, the lead status should be updated to “Qualified” and an email notification updating Marketing team members should be sent along with a task that will get assigned to the lead owner. The marketing manager wanted this scenario to be automated on lead update. Which options are the most efficient to meet this requirement? Choose 2
A.) Create one workflow rule with three actions; Email alert, Task creation, and Field update
B.) Create a Lead escalation rule with three actions; Email alert, Task creation and Field update
C.) Use Process Builder to create one process with multiple actions
D.) Create three different workflow rules
A.) Create one workflow rule with three actions; Email alert, Task creation, and Field update
C.) Use Process Builder to create one process with multiple actions
A workflow rule with three actions or Process Builder could be used to fulfill the requirements
A service manager wants to send an email reminder to customers who have failed their energy audit to schedule another audit after they have completed the required modifications. They want this to be done weekly for all the records that still have a failed audit status. How the admin easily fulfill this request? Choose 1
A.) Create a scheduled flow for the set of records that have a failed audit status to send an email
B.) Create a batch Apex for the records that failed the energy audit and schedule Apex to send the email
C.) Create a process using Process Builder to select the records with a failed audit status and send an email reminder
D.) Create a workflow to select the records with a failed audit status and associate a workflow action to send an email
A.) Create a scheduled flow for the set of records that have a failed audit status to send an email
Using a scheduled flow, a set of records can be selected based on specified criteria. A “send email” action can be added to the flow to send an email reminder to customers who continue to have a failed audit status. This can also be done using Apex, using batch Apex to select the specific records and schedule Apex to send the email reminder. However, this is a more complex solution than using a declarative option such as flow. Processes and workflows only start when records are changed and can only send email alerts.
An admin is considering the user of a cross-object workflow field update to update the parent record when a child record is modified. Which of the following are valid statements regarding the objects that are supported for cross-object field updates? Choose 2
A.) Some standard objects are supported for cross-object field updates from custom objects
B.) All standard objects are supported for cross-object field updates from custom objects
C.) All custom objects that are children of custom objects in a master-detail relationship are supported
D.) All standard objects that are children of standard objects in a master-detail relationship are supported
A.) Some standard objects are supported for cross-object field updates from custom objects
C.) All custom objects that are children of custom objects in a master-detail relationship are supported
Cross-object field updates work for all custom-to-custom master-detail relationships, some custom-to-standard master-details relationships, and a few standard-to-standard master-detail relationships.
Some of the standard objects that support cross-object field updates are custom objects are Account, Contact, and Case. Standard-to-standard master-detail relationships that are supported include the following:
- ) Opportunity Product updating Opportunity
- ) Opportunity updating Account
- ) Case Comments updating Case
- ) Email updating Case
The Sales Director wants to be notified when Opportunities are created with an Opportunity value of more than $100,000. How can an admin accomplish this in Lightning? Choose 2
A.) Create a reminder alert for the Sales Director that will appear on the home page when they log in
B.) Create a popup notification alert for the Sales Director based on the opportunity amount field
C.) Create a workflow rule and associate a workflow action to send email alert based on the opportunity amount field
D.) Create a process using Process Builder that will trigger a custom notification when the opportunity value meets the required amount
C.) Create a workflow rule and associate a workflow action to send email alert based on the opportunity amount field
D.) Create a process using Process Builder that will trigger a custom notification when the opportunity value meets the required amount
A workflow rule can be created to send an email alert when a defined criteria is met. A process can be created using Process Builder to send a notification when a defined criteria is met. When creating a custom notification type, the user can choose to send to the desktop as a browser notification or mobile phone as a push notification, or both. Additional actions, like task creation, can also be automatically added along with the notification.
Chris is an admin who has received a request from his support team manager to create a workflow rule for the case record. The manager requested that every time a support agent updates a case which has a cost value of more than $1000, an email should be sent to the manager’s mailbox that includes the case number and case owner. What should the evaluation criteria be that the admin chooses when creating a workflow rule? Choose 1
A.) When a record is created
B.) When a record is created, and every time it’s edited
C.) When a record is edited, and any time it’s edited to subsequently meet criteria
D.) When a record is created, and any time it’s edited to subsequently meet criteria
B.) When a record is created, and every time it’s edited
The evaluation criteria for the workflow rule here should be such that it is run whenever a case that satisfies the given condition is updated by a support agent.
A Sales manager would like to have an email alert sent to all the sales team members every time an opportunity with an amount greater than $75,000 is updated by a sales representative. The admin is creating a workflow rule to meet the requirement. What should be the evaluation criteria of the workflow rule? Choose 1
A.) When a record is created, and any time it’s edited to subsequently meet criteria
B.) When a record is created, and every time it’s edited
C.) When a record is created
D.) Every time a record is edited
B.) When a record is created, and every time it’s edited
Since the requirement is to trigger an email alert every time an opp with a value greater then $75,000 is updated, the option “created, and every time it’s edited” should be selected, so that any updates to the record trigger the email as long as the opp value doesn’t go below $75,000
After an Account Plan is completed it goes to a Sales Manger for approval. A Sales Manager has reviewed the plan but would like to update one of the fields in the plan before approving it. What is true regarding editing records that have been submitted for approval? Choose 1
A.) Only an admin can edit a record that is locked by an approval process
B.) Once a record is submitted it is locked and cannot be edited
C.) It is possible for an approver to edit a record locked by an approval process
D.) The Sales Manger would need to reject the record to unlock and edit it
C.) It is possible for an approver to edit a record locked by an approval process
When an approval process is set up, there is an option to specify if only an administrator of the administrator and the currently assigned approver can edit records during the approval process.
Cosmic Lights uses the standard Contact object to store information about people associated with B2B companies that purchase the products manufactured by the company. A custom object is used to store information about sales orders. When a person associated with a company purchases a product, a custom field on that person’s contact record is updated by a salesperson manually. When this field is updated, an SFDC survey should be sent to the person to gather certain information, such as the reason behind the purchase and how their previous purchases influenced the recent purchase decision. What solution should be recommended to meet this requirement? Choose 1
A.) Create a workflow rule that sends an outbound message to a third-party survey application when the value of the custom field changes
B.) Create a flow using Flow Builder to send a survey invitation to the contact automatically when the value of the custom field changes
C.) Create an Apex trigger that send a survey invitation to the contact when the value of the custom field changes
D.) Create a process using Process Builder that executed an action type called “Send Survey Invitation” when the value of the custom field changes.
D.) Create a process using Process Builder that executed an action type called “Send Survey Invitation” when the value of the custom field changes.
A process can be created using Process Builder to execute an action type called “Send Survey Invitation”. This action type can be utilized to automatically email survey invitations to leads, contacts, or users. In this case, the process can be triggered automatically when the value of the custom field changes.
When specifying rule criteria for a Workflow, which of the following options can be used in the rule criteria? Choose 2
A.) A formula
B.) A CAPTCHA code
C.) A formula and combination of field criteria at the same time
D.) A combination of field criteria
A.) A formula
D.) A combination of field criteria
Workflow criteria can be specified EITHER as a combination of field value comparisons OR as a formula evaluation, but not both at the same time. A CAPTCHA code is not an option that can be selected when specifying rule criteria for a workflow.
An admin wants to convert a lead automatically based on certain criteria and send an email to the related contact one day after lead conversion. Howe can this be achieved? Choose 1
A.) Use a time-based approval process to email the contact one day after the lead conversion is approved
B.) Set a time-based workflow rule to email the new contact
C.) This can not be done automatically, the email must be sent manually
D.) Use process builder with a flow action to convert the lead and add a Wait element to set a one day wait period to automatically email the contact
D.) Use process builder with a flow action to convert the lead and add a Wait element to set a one day wait period to automatically email the contact
The Wait element can automate processes that require a time-based waiting period. A Wait element can be added to a flow and configured for the events if needs to wait for. Setting a time-dependent action can be added to a workflow rule but since the requirement also needs to convert the lead, this option will not satisfy the requirement. The requirement needs leads to be converted automatically based on criteria so an approval process is not necessary. A time-dependent action is also not available as an approval action option in an approval process.
Which users can approve or reject email approval requests via email? Choose 1
A.) Approvers specified in the approval process only
B.) All active users
C.) No users can approve or reject a request via email
D.) Approvers specified in the approval process and all delegated approvers
D.) Approvers specified in the approval process and all delegated approvers
All approvers and delegated approvers can approve or reject email approval request by replying to those requests via email.
The admin has been asked to create a workflow rule that will send an email alert to the opp owner and senior managment when an opp has an amount great than $100,000. Also, a follow-up task should be created for the opp owner if the deal is still open when the close date passes. What evaluation criteria and action should the admin choose? Choose 1
A.) Every time a record is created and associated a workflow task
B.) Every time a record is created/edited and associate a workflow email alert
C.) Every time a record is created and every time it’s edited to subsequently meet criteria, and associate an outbound message
D.) Every time a record is created and every time it’s edited to subsequently meet criteria, and associate an email alert and a workflow task
D.) Every time a record is created and every time it’s edited to subsequently meet criteria, and associate an email alert and a workflow task
In this scenario, both an email alert and a workflow task action should be created and associated with the workflow rule when a record is created or saved to meet the criteria.
During a meeting with sales managers, the admin is asked the diff ways that they can approve or reject discounts. Where can approval requests be approved or rejected? Choose 3
A.) Chatter B.) Via email C.) Approver Settings D.) Approval Process in Setup E.) Salesforce mobile app
A.) Chatter
B.) Via email
E.) Salesforce mobile app
Approval requests can be approved or rejected in Chatter, via email, and in the Salesforce mobile app.
Global Contianers has two sales managers overseeing all sales reps. These managers need to approve discounts greater than 25%. Discounts must be approved by both managers. how can the admin meet this requirement? Choose 1
A.) Approval Process (Based on First Response)
B.) Create Tasks to request approval
C.) Send notification email using Workflow
D.) Approval Process (Unanimous Decisions)
D.) Approval Process (Unanimous Decisions)
An approval process can be configured to require unanimous approval from all selected approvers (and is rejected if one approver rejects). First response would not be appropriate as the discount request would get approved or rejected based on the first manager’s response.
An admin has written an approval process for the finance director to approve expense reports. Choose 3
A.) Field Update B.) Email alert C.) Call Apex D.) Task E.) Record Creation
A.) Field Update
B.) Email alert
D.) Task
Final approval actions that can be triggered include task, email alert, field update, and outbound message. Final approval actions do not include record creation or call Apex.
