Workflow and process automation Flashcards
When our workflow rules evaluated?
When a record is created, when it is created and every time it is edited, and when a record is created and anytime it is edited to then meet the evaluation criteria.
How can workflow rules be evaluated?
If certain criteria is met or if a formula evaluates to true.
What are the actions that a workflow rule can invoke?
Create tasks, send emails, field update or send out a message.
When our workflow actions executed?
Either immediately or after a number of days or hours from the date field or trigger date.
What options does an approver have for responding to a request?
Approve or reject or reassign
Where can an approver see the pending request and response it?
On the record, on the homepage, respond to the email, in app notifications, and chatter.
What are some use cases for approval processes?
Approval of quotes or contracts, PTO, expense reports, overtime, deadline extensions, discounts, funding in purchasing request, authorization for work, etc.
What are the steps to define a process in the process builder?
Define the object, define the criteria, select immediate or scheduled actions, activate the process.
What actions are possible with process builder?
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
In what cases would process builder be used over workflow?
When needing to create a record submit for an approval or lunch at flow
When most workflow be used in that process builder?
When needing to send out down messages
Which automation tools allow sending an automatic email alert to a user when a new member is added to a chatter group?
Workflow rule and process builder
