Workflow / Process Automation Flashcards
• Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process. • Describe capabilities and use cases for the approval process.
When are workflow rules evaluated?
When a record is created, when it is created and every time it is edited and when it is created and any time it is edited to then meet the evaluation criteria.
How can workflow rules be evaluated?
If certain criteria is net or if a formula evaluates to true.
What are the actions that a workflow rule can invoke?
Create Task, send Emails, Field Update or Send Outbound Messages.
When are workflow actions executed?
Either immediately or after a number of days or hours from a date field or trigger date.
What are the capabilities of an approval process?
Define a series of steps and actions for approving selected standard and custom objects that meet certain criteria.
What are some examples of when you would use an approval process?
Approving time-sheets, expense reports, funding requests, purchase requests, authorization for work, approving quotes and contracts.
What actions are possible with Process Builder?
Create or update records, invoke a quick action, submit a record for approval, post to Chatter, send an email, invoke a flow, invoke Apex class.
What are the steps to define a process in the Process Builder?
Define the object, define the criteria, select immediate or scheduled actions, activate the process.
