Workflow & Automation (8%) Flashcards
• Approval processes • Workflows • Time dependent workflows • Process Builder
Ursa Major Solar 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?
Create a time-based workflow on account with a rule criteria of Agreement End Date > TODAY().
An administrator created 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?
Verify the user’s email address.
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?
Up to 5 additional email addresses can be added to the email alert.
Flow
Flow is an application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users.
Quick Action
Quick actions can be object-specific or global actions. Only Create, Update, and Log a Call actions are supported. You can also use actions in a process, and can only set values for fields that are part of the action’s layout.
Process Trigger
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.
Approval Process
An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.
Delete an Approval Process
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 recycle bin.
Activate an Approval Process
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 process is inactive.
The administrator at Ursa Major Solar created a process in Process Builder that sends email alerts when a high-priority case is created. A new support engineer who works remotely complains about not receiving the email alerts. All other users receive these email alerts. How can a Salesforce administrator troubleshoot this issue?
a. Verify the user’s email address.
b. Check that the process is active.
c. Check that the correct email template is used.
d. Check that the process evaluation criteria is correct.
a. Verify the user’s email address.
Correct. Make sure the user’s email address is in that support engineer’s user record, and thus receiving the notifications.
Ursa Major Solar created an action that sends a follow-up email to the customer two days after a case is closed. The administrator wants to verify that the process functions correctly. Which queue should the administrator view to monitor pending actions?
a. Outbound Messaging Delivery Queue
b. Mass Email Queue
c. Paused Flow Interviews
d. Background Jobs Queue
c. Paused Flow Interviews
Correct. The administrator would be able to monitor pending process actions in this queue.
Ursa Major Solar has an auto-response rule to send emails when a customer submits a new case, and an assignment rule to determine case ownership for new cases. In addition, the case object has validation rules to ensure that each case includes values for all fields needed by its owner to resolve the case. In which order does Salesforce process the immediate actions associated with workflow rules and related business automations for a newly created record?
a. Escalation rules, validation rules, workflow rules, auto-response rules, assignment rules
b. Validation rules, assignment rules, auto-response rules, workflow rules, escalation rules
c. Workflow rules, validation rules, assignment rules, escalation rules, auto-response rules
d. Validation rules, Escalation rules, assignment rules, auto-response rules, workflow rules
b. Validation rules, assignment rules, auto-response rules, workflow rules, escalation rules
Correct. This is the correct order of evaluation.
Ursa Major Solar has a team of account managers that requested email alerts anytime an opportunity or case is created on accounts that they own. What is the minimum number of workflows needed to accomplish this task?
a. One workflow rule with two email alerts
b. Two workflow rules with one email alert each
c. No workflow rules, but two email alerts
d. Four workflow rules for create and update on opportunities and accounts
b. Two workflow rules with one email alert each
Correct. Each workflow rule applies to a single object Opportunity and/or case would need a separate workflow for each object.
Ursa Major Solar has created an automated approval process to quickly communicate and improve their customer service. What are two final approval actions in an approval process?
a. Create a Chatter post.
b. Add an email alert.
c. Send an outbound message.
d. Call Apex.
b. Add an email alert.
Correct. This is a final approval action.
c. Send an outbound message.
Correct. Sending an outbound message is a final approval action in an approval process.
