Workflow / Process Automation Flashcards
An administrator at Ursa Major Solar is configuring a workflow rule.
What are two considerations for an administrator in this situation?
Choose 2 options.
A. Rule actions can take place immediately or can be time based.
B. Rules can be evaluated when records are created or edited.
C. Before the Data Import Wizard is used, rules must be deactivated.
D. When a new rule is activated, each existing record is evaluated.
A. Rule actions can take place immediately or can be time based.
Correct. Workflow rules can be triggered any time a record is saved or created, depending on your rule criteria.https://help.salesforce.com/articleView?id=sf.workflow_rules_considerations.htm&type=5
B. Rules can be evaluated when records are created or edited.
Correct. Workflow rules can be triggered any time a record is saved or created, depending on your rule criteria.
Ursa Major Solar has an opportunity record with a close date of November 15, which fulfills the criteria of a time-dependent workflow rule. The time-dependent action is scheduled for November 8.
The opportunity is edited before November 8, however, and no longer meets the criteria.
What happens to the time-dependent action?
A. It is automatically removed from the queue.
B. It will execute on November 8.
C. It will execute on November 15.
D. It is put on hold.
A. It is automatically removed from the queue.
Correct. Time-dependent actions remain in the workflow queue only as long as the workflow rule criteria are still valid. If a record no longer matches the rule criteria, Salesforce removes the time-dependent actions queued for that record.
Ursa Major Solar (UMS) is using the workflow field update.
Which two actions can UMS complete with this feature?
Choose 2 options.
A. Choose a formula field for a field update.
B. Apply a specific value to a field.
C. Modify the record type of a record.
D. Update the value of a field on a child object.
B. Apply a specific value to a field.
Correct. Use a field update action to apply the value.
C. Modify the record type of a record.
Correct. Use a field update action to change the record type.
Ursa Major Solar placed a time-dependent action in the workflow queue when the record was created.
What are two situations that will cause this action to be removed from the queue?
Choose 2 options.
A. If the action is deleted from the workflow queue
B. If a validation rule is triggered for the record
C. If the record no longer matches the rule criteria
D. If another record triggers the same workflow rule
A. If the action is deleted from the workflow queue
Correct. Time-dependent actions remain in the workflow queue only as long as the workflow rule criteria are still valid. If a record no longer matches the rule criteria, Salesforce removes the time-dependent actions queued for that record.
C. If the record no longer matches the rule criteria
Correct. Time-dependent actions remain in the workflow queue only as long as the workflow rule criteria are still valid. If a record no longer matches the rule criteria, Salesforce removes the time-dependent actions queued for that record.
The administrator for the Cloud Kicks has a flow that makes several updates to Contacts when they are being created. If the Contact Status is “New” and the Contact’s email is known, the administrator would also like to send a welcome email.
What should the administrator do to complete this requirement?
A. Create a process builder with email alert to send the email.
B. Update the flow with a decision to send the email when needed.
C. Update the flow with a formula to send the email when needed.
D. Create a workflow rule with email alert to send the email.
B. Update the flow with a decision to send the email when needed.
Correct. When a flow executes a Decision element, it evaluates each decision outcome in order
Universal Containers has asked its Administrator to automatically set some fields when a Lead is created.
What is the best way for the administrator to perform this automation?
A. Record Triggered-Flow that runs Before save
B. Create 1 Workflow rule per field
C. Use a Screen Flow with default values
D. Use Process Builder that launches a flow
A. Record Triggered-Flow that runs Before save
Correct. Update new and changed records by using before-save updates in flows.
Universal Containers 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?
A. Up to 250 additional email addresses can be added to the Email Alert.
B. Up to 25 additional email addresses can be added to the Email Alert.
C. Up to 5 additional email addresses can be added to the Email Alert.
D. It is not possible to add additional email addresses to the Email Alert.
C. Up to 5 additional email addresses can be added to the Email Alert.
Correct. Salesforce allows up to five additional email addresses for recipients who are not Salesforce users, leads, or contacts.
A System 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 Universal Containers complains about not receiving the email alerts. All other users at Universal Containers receive these email alerts.
How can a Salesforce Administrator troubleshoot this issue?
A. Check if the Workflow evaluation criteria is correct.
B. Verify the user’s email address.
C. Check if the correct Email Template is used.
D. Check if the Workflow Rule is active.
B. Verify the user’s email address.
Correct. Verify the email address is Always start with the email address and make sure it’s spelled correctly.
Cloud Kicks (CK) has a service console that is used by agents who take calls from customers and stores with questions about products.
The CK case process is complex and agents often make mistakes. To help the administrator has created a screen flow that guides agents through the process.
How should the administrator deploy the screen flow?
A. Launch the flow from the utility bar in the console
B. Use a custom action that launches the screen flow
C. Create a link that launches the screen flow
D. Use code to launch the screen flow in a modal
A. Launch the flow from the utility bar in the console
Correct. The utility bar gives users quick access to commonly used tools such as flow.
What are two Initial Submission Actions in an Approval Process?
Choose 2 options.
A. The value of a field on the record can be updated.
B. The record is locked for everyone except the Owner.
C. A task can be assigned to users in a specific Profile.
D. An outbound message can be sent to another application.
A. The value of a field on the record can be updated.
Correct. An initial submission action occurs when a user first submits a record for approval.
D. An outbound message can be sent to another application.
Correct. An initial submission action occurs when a user first submits a record for approval.
Universal Containers has a team of Account Managers that requested email alerts any time an Opportunity or Case is created on Accounts that they own.
What is the minimum number of workflows needed to accomplish this task?
A. Four workflow rules for create and update on Opportunities and Accounts
B. One workflow rule with two email alerts
C. Two workflow rules with one email alert each
D. No workflow rules, but two email alerts
C. Two workflow rules with one email alert each
Correct. Workflow rules are specific to each object.
