Workflow Automation (7%)

Question 1

What is a workflow rule?

Answer 1

A workflow rule will automatically take action when a record meets specified criteria

Question 2

What is an approval process?

Answer 2

An approval process takes action on a record based on user feedback.

Whereas a workflow rule automatically takes action based on record criteria, an approval process is manually initiated by the user.

Question 3

What 3 considerations need to be made when setting up an approval process?

Answer 3

The administrator configures the approval process, determining:

1) Conditions that the record must meet in order to be submitted for approval
2) Who must approve the record
3) What actions take place as a result of approval, recall, or rejection

Question 4

What 4 actions can workflow rules and approval processes perform?

Answer 4

1) Create a task record
2) Send an email
3) Update a field
4) Send an outbound message (used for integrations)

Question 5

Evaluation Criteria

What are the 3 evaluation criteria options?

Answer 5

1) Created:
- Fire if it meets the rule criteria when the record is created.

2) Created, and every time it’s edited
- Fire any time a record is saved and meets the rule criteria.
* Cannot be used in conjunction with time-based workflow actions.

3) Created, and any time it’s edited to subsequently meet criteria
- Fire the first time that the record meets the specified criteria. On subsequent edits, if the record continues to meet the criteria, it will not trigger the rule again.
- However, if the record is modified to no longer meet the rule criteria, then edited once again and does meet the rule criteria, it will fire again.