Workflow/Process Automation Flashcards

1
Q

Use the ___ to create a simple approval process
Use the ___ to create more complex approval processes

A

Jump Start Wizard
Standard wizard
(Setup-approval processes)

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2
Q

Which flow presents info and asks users questions

A

Screen Flows (Interactive Experience)

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3
Q

Which automation runs when a button is clicked (can be ran by other automations)?

A

Autolaunched Flows (Interactive Experience)

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4
Q

Use HTML and JavaScript code to build an interactive component

A

Lightning Components (Interactive Experience)

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5
Q

Use HTML and Apex code to build interactive page

A

Visualforce Pages (Interactive Experience)

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6
Q

What type of automation runs when a record is created, edited, or deleted?

A

Record-Triggered Flows (Behind-the-Scenes Automation)

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7
Q

Which automation runs at a time and frequency you specify?

A

Schedule-Triggered Flows (Behind-the-Scenes Automation)

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8
Q

Which type of flow runs when a platform event message is received?

A

Platform Event-Triggered Flows (Behind-the-Scenes Automation)

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9
Q

Use this code to write reusable blocks of automation. You can trigger this code in a variety of ways.

A

Apex (Behind-the-Scenes Automation)

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10
Q

An automation configuration in the structure of a flowcart

A

Flow (Setup)

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11
Q

What tool do you use to create flows by collecting data and using that data to make things happen?

A

Flow Builder (Setup)

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12
Q

True or False: Flows can use formulas, validation rules, quick actions, Apex, escalation and auto-response rules

A

True

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13
Q

Each ___ represents an action that the flow can execute

A

Element

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14
Q

Which flow element presents questions/information to users on a screen or sends communications

A

Interaction

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15
Q

Which flow element interacts with data by looking up, creating, updating or deleting records

A

Data

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16
Q

Which flow element interacts with the flow itself by evaluating the data and manipulating it according to the business process

A

Logic

17
Q

Stores a value that can be used or changed throughout the flow

A

Variable

18
Q

What actions can a workflow automate?

A

Email alert, field update, outbound message, task firing and flow trigger

19
Q

When a workflow rule that has time-dependent actions is triggered, use the ___ to view pending actions and cancel them if necessary.

A

Workflow Queue

20
Q

Sets workflow actions into motion when its defined conditions are met

A

Workflow Rule

21
Q

Which flow element evaluates conditions and routes users through the flow based on the outcome of the conditions? (if-then statement)

A

Decision

22
Q

What are the two components of a Workflow rule

A

Criteria (what must be true for a record to execute the action) and Actions (what to do when the record meets the criteria)

23
Q

___ criteria is tied to one object
___ are not tied to any one object

A

Workflow
Flows

24
Q

Workflow rules ___ execute behind-the-scenes

A

Always

25
Q

Build ____ when you need to:
send email create tasks
field updates
outbound messages

A

Workflow

26
Q

Build with ___ when you need to:
create records
launch flows
post to chatter
invoke apex
submit for approval

A

Process Builder

27
Q

Build with ____ when you need to:
record CRUD
launch flows
iterate record list

A

Lightning Flow