Workflow / Process Automation I

Question 1

“_____” can be used for automating simple business processes such as sending an email alert when a record changes.

Answer 1

Workflow rules

Question 2

“____” 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.

Answer 2

Flow Builder

Question 3

“____” can be used to automate processes that require actions not supported by workflow such as creating new records other than task.

Answer 3

Process Builder

Question 4

“_____” can be created to automate and standardize the approval processes for specific types of records such as opportunities, quotes, expenses, refunds, etc.

Answer 4

Approval Processes

Question 5

This automation can be triggered from a save button, data import, API, and insert/update DML operations

Answer 5

WORKFLOW

Question 6

This automation can be triggered from a submit button, process, flow, and Apex rigger.

Answer 6

APPROVALS

Question 7

This automation can be triggered from a save button, data import, API, insert/update DML operations, platform event, and from another process.

Answer 7

PROCESS

Question 8

This automation can be triggered from a link, button, quick action, Visualforce, process, record save/delete, schedule, Lightning components, and platform event.

Answer 8

FLOW

Question 9

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

Answer 9

❖Very = Validation Rules
❖Awesome = Assignment Rules
❖Admins = Auto-Response Rules
❖Want = Workflow
❖Exciting = Escalation Rules
❖Projects = Process

Question 10

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.

Answer 10

True

Question 11

There are 3 options to select from when defining when a workflow rule should be evaluated: They are

Answer 11

❖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.

Question 12

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

Answer 12

A workflow rule that will only be triggered once when a record is first created.

Question 13

Rule Criteria is the logic which determines if the rule should fire. There are 2 ways to define the logic: they are

Answer 13

Criteria are met

Formula evaluates to true

Question 14

❖Create Tasks
❖Send Emails
❖Field Updates
❖Outbound Messages

These actions are cable by these two automation tools

Answer 14

Workflows and approval processes

Question 15

Tasks can be created that are assigned to particular users or record owners with automation using what

Answer 15

workflow

Question 16

One of the actions that can be associated with a “____” rule is the capability to send emails

Answer 16

workflow

Question 17

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.

Answer 17

5

Question 18

“___” 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.

Answer 18

Workflow

Question 19

Daily limit of “___” emails can be sent from email alerts per Salesforce license per organization.

Answer 19

1,000

Question 20

Daily limit of “____” emails alerts can be sent organization wide.

Answer 20

2,000,000

Question 21

T/F

Existing Actions cannot be reused in multiple workflow rules

Answer 21

False, Existing Actions can be reused in multiple workflow rules

Question 22

“_____” actions are associated with a workflow and fire immediately when the workflow criteria is met.

Answer 22

Immediate

Question 23

“___” Actions allow users to choose when the workflow actions should be executed

Answer 23

Time-Dependent

Question 24

“_____” 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.

Answer 24

Time Triggers

Question 25

An “____” allows defining a series of steps to automate the process for approving records, either standard or custom object records.

Answer 25

Approval Process

Question 26

“____” is a process automation feature that is similar to standard workflow but with more powerful functionality and a drag-and-drop visual interface

Answer 26

Process Builder

Question 27

“___” can be used instead of Workflow for multiple if/then requirements.

Answer 27

Process Builder

Question 28

One of the main limitations with “____” compared to Workflows is it cannot send outbound messages.

Answer 28

Process Builder

Question 29

“____” can be used to define a series of conditional actions that are invoked when a record is created or updated.

Answer 29

Process Builder

Question 30

“____” 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

Answer 30

Process builder

Question 31

“____” 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.

Answer 31

Flow Builder

Question 32

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.

Answer 32

screen-based flow

Question 33

An “____” flow runs in the background while performing its actions. It can be triggered from a record change, process, Apex, platform event, schedule, etc.

Answer 33

auto launched

Question 34

Identify this automation tool

❖User clicks button or link
❖Process or flow starts that includes a Submit for Approval action
❖Apex is called

Answer 34

APPROVALS

Question 35

Identify this automation tool

❖Record is created or updated

Answer 35

WORKFLOW

Question 36

Identify this automation tool

❖Record is created or updated
❖Invoked by another process
❖Platform event message is received

Answer 36

PROCESS BUILDER

Question 37

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

Answer 37

FLOW BUILDER