Workflow/ Process automation

Question 1

What are the actions that a workflow rule can invoke?

Answer 1

Create Task, Send Emails, Field Update or Send Outbound Message

Question 2

What are the capabilities of an approval process?

Answer 2

Define a series of steps and actions for approving selected standard and custom objects that meet certain criteria.

Question 3

What are some use cases for the approval process?

Answer 3

Approval of Quotes/Contracts, PTO, Expense Reports, Overtime, Deadline Extensions, Discounts, Funding and Purchasing Requests, Authorization for Work

Question 4

In what cases would Process Builder be used over workflow?

Answer 4

When needing to create a record, submit for approval or launch a flow

Question 5

What are the steps to define a process in the Process Builder?

Answer 5

Define the object, define the criteria, select immediate or scheduled actions, activate the process