Workflow / Process Automation Flashcards
In what order Salesforce performs actions after a record is inserted,updated or upserted?
Workflow rules are evaluated after triggers,validation rules, assignement rules, and auto-response rules.
What is the order of execution?
- Before triggers
- Validation rules
- Duplicate rules
- After triggers
- Assignement rules
- Auto-response rules
- Workflow rules
What rules follow up Workflow rules in the order of execution?
- Escalation rules
- Entitlement rules
- Update parent roll-up summary
- Save records
What types of actions can Workflow and approval processe can generate?
Create tasks Send emails Field update Outbound messages Select existing actions Immediate actions Time dependent actions Time trigger
What process can be used to automate the creation of a Chatter post
Flow builder
Process builder
What happen to existing record when a workflow rule is added after they have been created?
Existing records are only processed if they are updated and meet the workflow criteria
What actions are possible using workflow rules on custom object?
Update a field to a new value using formula
Update a field on the master record when a field on the detail record changes
What option when a record meets two criteria (one criteria = send email, one criteria = create a task)?
Using process builder
What objects are supported for cross-objects field updates?
All custom objects that are children of custom objects in a master-detail relationship
Some standard objects are supported for cross-object field updates from custom objects
Valid workflow evaluation criteria :
Everytime a record is created and everytime it is edited
Everytime a record is created
Everytime a record is created and everytime it is edited to meet the criteria
What type of flow when creating multiple actions?
Using Flowbuilder (performs better, easier to debug)
When updating a record that set up a record- triggered-flow, what element can be used?
Update record to directly update the record that triggered the flow
Which of the following can be used to launch created using flow builder?
Custom Button
An updated or created record
Process builder
About delegated approver:
delegated approver can reject approval requests
delegated approver is appointed by an assigned approver
When all members of a queue need to be notified of the pending approval what needs to be configured?
Configure the queue to send an email to queue members
