Workflow/Process Automation 16% Flashcards
Ursa Major Solar (UMS) is using the workflow field update.
Which two actions can UMS complete with this feature?
Modify the record type of a record.
Apply a specific value to a field.
(Use a field update action to change the record type or to apply the value.)
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?
Verify the user’s email address.
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?
Launch the flow from the utility bar in the console
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?
Two workflow rules with one email alert each.
Because workflow rules are specific to each object.
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?
Use the Debug tool in the flow builder
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?
Record Triggered-Flow that runs BEFORE save
An administrator at Ursa Major Solar is configuring a workflow rule.
What are two considerations for an administrator in this situation?
Rule actions can take place immediately or can be time based.
Rules can be evaluated when records are created or edited.
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?
Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY().
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?
Up to 5 additional email addresses can be added to the Email Alert.
Salesforce allows up to five additional email addresses for recipients who are not Salesforce users, leads, or contacts.
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?
It is automatically removed from the queue.
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?
Update the flow with a decision to send the email when needed.
What are two Initial Submission Actions in an Approval Process?
An outbound message can be sent to another application.
The value of a field on the record can be updated.
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?
Make sure there is only one user in the role.
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?
If the record no longer matches the rule criteria.
If the action is deleted from the workflow queue.
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?
Create a Flow
