Workflow and automation Flashcards
1
Q
How would you check a process function for an email that is to go out to a customer 2 days after a case is closed?
A
Check Paused Flow Interviews
2
Q
How you you assign a task to automatically notify account managements when a customers agreement is about to expire
A
Time Based workflow on the account
Task created when Agreement End Date > Today()
3
Q
How many additional emails can be added to an email alert
A
5
4
Q
What is a quick action
A
An object-specific or global action. Only Create, Update and Log a call are supported. It can also spur field updates or other values set within the actions layout.
5
Q
What is an approval process
A
A process that automates how records are approved.
