Workflow/Process Automation Flashcards
Use the ___ to create a simple approval process
Use the ___ to create more complex approval processes
Jump Start Wizard
Standard wizard
(Setup-approval processes)
Which flow presents info and asks users questions
Screen Flows (Interactive Experience)
Which automation runs when a button is clicked (can be ran by other automations)?
Autolaunched Flows (Interactive Experience)
Use HTML and JavaScript code to build an interactive component
Lightning Components (Interactive Experience)
Use HTML and Apex code to build interactive page
Visualforce Pages (Interactive Experience)
What type of automation runs when a record is created, edited, or deleted?
Record-Triggered Flows (Behind-the-Scenes Automation)
Which automation runs at a time and frequency you specify?
Schedule-Triggered Flows (Behind-the-Scenes Automation)
Which type of flow runs when a platform event message is received?
Platform Event-Triggered Flows (Behind-the-Scenes Automation)
Use this code to write reusable blocks of automation. You can trigger this code in a variety of ways.
Apex (Behind-the-Scenes Automation)
An automation configuration in the structure of a flowcart
Flow (Setup)
What tool do you use to create flows by collecting data and using that data to make things happen?
Flow Builder (Setup)
True or False: Flows can use formulas, validation rules, quick actions, Apex, escalation and auto-response rules
True
Each ___ represents an action that the flow can execute
Element
Which flow element presents questions/information to users on a screen or sends communications
Interaction
Which flow element interacts with data by looking up, creating, updating or deleting records
Data
Which flow element interacts with the flow itself by evaluating the data and manipulating it according to the business process
Logic
Stores a value that can be used or changed throughout the flow
Variable
What actions can a workflow automate?
Email alert, field update, outbound message, task firing and flow trigger
When a workflow rule that has time-dependent actions is triggered, use the ___ to view pending actions and cancel them if necessary.
Workflow Queue
Sets workflow actions into motion when its defined conditions are met
Workflow Rule
Which flow element evaluates conditions and routes users through the flow based on the outcome of the conditions? (if-then statement)
Decision
What are the two components of a Workflow rule
Criteria (what must be true for a record to execute the action) and Actions (what to do when the record meets the criteria)
___ criteria is tied to one object
___ are not tied to any one object
Workflow
Flows
Workflow rules ___ execute behind-the-scenes
Always
Build ____ when you need to:
send email create tasks
field updates
outbound messages
Workflow
Build with ___ when you need to:
create records
launch flows
post to chatter
invoke apex
submit for approval
Process Builder
Build with ____ when you need to:
record CRUD
launch flows
iterate record list
Lightning Flow
