Workflow/ Process Automation

Question 1

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?

Answer 1

It is automatically removed from the queue.

Question 2

Universal Containers wants to automatically assign a Task to account managers when a customer’s agreement is about to expire.

How should a System Administrator configure this functionality?

Answer 2

Create a time-based Workflow on Account with a rule criteria of Agreement End Date > Today().

Question 3

Ursa Major Solar (UMS) is using the workflow field update.

Which two actions can UMS complete with this feature?

Answer 3

1. Apply a specific value to a field.
2. Modify the record type of record.

Question 4

An administrator at Ursa Major Solar is configuring a workflow rule.

What are two considerations for an administrator in this situation?

Answer 4

1. Rules can be evaluated when records are created or edited.
2. Rule actions can take place immediately or can be time based.

Question 5

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?

Answer 5

Update the flow with a decision to send the email when needed.

Question 6

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?

Answer 6

Verify the user’s email address.

Question 7

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?

Answer 7

Up to 5 additional email addresses can be added to the Email Alert.

Question 8

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?

Answer 8

Record Triggered-Flow that runs Before save

Question 9

Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Administrator wants to verify that the workflow functions correctly.

Which queue should the System Administrator view to monitor pending Workflow Actions?

Answer 9

Time-Based Workflow Queue

Question 10

A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts.

What should an administrator do to meet this requirement?

Answer 10

Create a workflow rule on the opportunity object.

Question 11

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?

Answer 11

Two workflow rules with one email alert each

Question 12

A System Administrator creates a Workflow Rule that assigns a task to a support manager role when a case is escalated. The case owner is complaining about being assigned these tasks.

What should a System Administrator do to correct this issue?

Answer 12

Make sure there is only one user in the role.

Question 13

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.

Answer 13

1. If the record no longer matches the rule criteria
2. If the action is deleted from the workflow queue

Question 14

The administrator at Cloud Kicks want to update the Account with the number of records on a custom object.

How should the administrator fulfill this requirement?

Answer 14

Create a Flow

Question 15

The administrator at Universal Containers is creating a flow with several steps.

How can the administrator check their work as they are developing the flow?

Answer 15

Use the Debug tool in the flow builder

Question 16

What are two Initial Submission Actions in an Approval Process?

Choose 2 options.

Answer 16

1. The value of a field on the record can be updated.
2. An outbound message can be sent to another application.

Question 17

What are two Initial Submission Actions in an Approval Process?

Answer 17

1. An outbound message can be sent to another application.
2. The value of a field on the record can be updated.