Workflow / Process Automation (8%) Flashcards
When are workflow rules evaluated?
When a record is created, when it is created and every time it is edited and when a record is created and any time it is edited to then meet the evaluation criteria.
How can workflow rules be evaluated?
If certain criteria is met 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 message.
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 type of actions can be set for approval or rejection?
Locking/unlocking the record, on the homepage, respond to email, in app notifications, chatter.
What options does an approver have for responding to a request?
Approve, reject or reassign.
Where can an approver see the pending request and respond to it?
On the record, on the homepage, respond to email, in app notifications, chatter.
What are some use cases for approval processes?
Approval of quotes/contracts, PTO, expense reports, overtime, deadline extensions,
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.
What actions are possible with the 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,
In what cases would process builder be used over workflow?
When needing to create a record, submit for approval or launch a flow.
When must workflow be used and not process builder?
When needing to send outbound messages.
Which automation tools allow sending an automatic email alert to a user when a new member is added to a chatter group?
Workflow rule and process builder.
