Workflow / Process Automation I Flashcards
“_____” can be used for automating simple business processes such as sending an email alert when a record changes.
Workflow rules
“____” can be used to automate complex business processes and can be triggered automatically, for instance, on scheduled intervals, or in response to a platform event.
Flow Builder
“____” can be used to automate processes that require actions not supported by workflow such as creating new records other than task.
Process Builder
“_____” can be created to automate and standardize the approval processes for specific types of records such as opportunities, quotes, expenses, refunds, etc.
Approval Processes
This automation can be triggered from a save button, data import, API, and insert/update DML operations
WORKFLOW
This automation can be triggered from a submit button, process, flow, and Apex rigger.
APPROVALS
This automation can be triggered from a save button, data import, API, insert/update DML operations, platform event, and from another process.
PROCESS
This automation can be triggered from a link, button, quick action, Visualforce, process, record save/delete, schedule, Lightning components, and platform event.
FLOW
The order of execution is a set of events that are executed in a specific order and is triggered whenever a record is inserted, updated, or upserted.
What is the order of execution
❖Very = Validation Rules ❖Awesome = Assignment Rules ❖Admins = Auto-Response Rules ❖Want = Workflow ❖Exciting = Escalation Rules ❖Projects = Process
T/F
Should a validation rule fail, the record will not be saved. If an error is encountered, the entire transaction is rolled back and no changes will be saved.
True
There are 3 options to select from when defining when a workflow rule should be evaluated: They are
❖When a record is Created.
❖When a record is Created, and every time it’s edited.
❖When a record is Created, and any time it’s edited to subsequently meet criteria.
An opportunity is created and the sales manager of the sales rep that created the record needs to be notified with an email. This is an example of what type of automation rule
A workflow rule that will only be triggered once when a record is first created.
Rule Criteria is the logic which determines if the rule should fire. There are 2 ways to define the logic: they are
Criteria are met
Formula evaluates to true
❖Create Tasks
❖Send Emails
❖Field Updates
❖Outbound Messages
These actions are cable by these two automation tools
Workflows and approval processes
Tasks can be created that are assigned to particular users or record owners with automation using what
workflow
One of the actions that can be associated with a “____” rule is the capability to send emails
workflow
with workflow cations Emails can be sent to “___” additional email recipients by adding their email address in the ‘Additional Emails’ field. Email Alert recipient can be a single user or group of users.
5
“___” rules can be used to automate Chatter tasks using groups, group memberships, topics, and topic assignments. For example, automatic emails can be sent to a group owner when a member leaves.
Workflow
Daily limit of “___” emails can be sent from email alerts per Salesforce license per organization.
1,000
Daily limit of “____” emails alerts can be sent organization wide.
2,000,000
T/F
Existing Actions cannot be reused in multiple workflow rules
False, Existing Actions can be reused in multiple workflow rules
“_____” actions are associated with a workflow and fire immediately when the workflow criteria is met.
Immediate
“___” Actions allow users to choose when the workflow actions should be executed
Time-Dependent
“_____” can be defined using standard or custom date and date/time fields for the objects. The valid range is 0 to 999 days or hours.
Time Triggers
An “____” allows defining a series of steps to automate the process for approving records, either standard or custom object records.
Approval Process
“____” is a process automation feature that is similar to standard workflow but with more powerful functionality and a drag-and-drop visual interface
Process Builder
“___” can be used instead of Workflow for multiple if/then requirements.
Process Builder
One of the main limitations with “____” compared to Workflows is it cannot send outbound messages.
Process Builder
“____” can be used to define a series of conditional actions that are invoked when a record is created or updated.
Process Builder
“____” can be used To invoke an Apex class that exists in the org. Ideal for getting complex calculations done or to trigger another code based business process
Process builder
“____” is an automation tool used to design and build flows which are capable of collecting and processing data and provides advanced capabilities for meeting complex business requirements.
Flow Builder
A “_____” is basically a flow that uses the screenelement that is used to capture or displayinformation. It can be launched from a button, link, page, and more.
screen-based flow
An “____” flow runs in the background while performing its actions. It can be triggered from a record change, process, Apex, platform event, schedule, etc.
auto launched
Identify this automation tool
❖User clicks button or link
❖Process or flow starts that includes a Submit for Approval action
❖Apex is called
APPROVALS
Identify this automation tool
❖Record is created or updated
WORKFLOW
Identify this automation tool
❖Record is created or updated
❖Invoked by another process
❖Platform event message is received
PROCESS BUILDER
Identify this automation tool
❖User clicks button or link ❖User accesses Lightning page, Experience Cloud site, Visualforce page, or custom tab ❖User accesses item in a utility bar ❖Process starts ❖Apex is called
FLOW BUILDER
