Workflow/Process Automation (Obj 1)

Question 1

Cosmic Fortuna has an internal employee portal (not Salesforce) that is regularly accessed by its sales and support teams. During a business requirements discussion session with the company’s Salesforce administrator, the sales team has requested that, when a high-value opportunity is closed by a sales representative, a message congratulating them be displayed in the portal. Which automated action can the administrator associate with a workflow rule to achieve this? (1)

A.) Field Update

B.) Email Alert

C.) Task

D.) Outbound Message

Answer 1

D.) Outbound Message

Question 2

The Admin for Mountaineer Apparel is using workflow to automate ordering inventory. What are the types of actions the Admin can use with workflow? (1)

A.) Field update, task creation, email alert, and outbound message

B.) Field update, task creation, email alert, and record creation

C.) Field update, event creation, email alert, and record update

D.) Field update, task creation, email template, and outbound message

Answer 2

A.) Field update, task creation, email alert, and outbound message

Question 3

The Admin for Global Shipping is utilizing Process Builder to automate business processes to increase productivity. What is true about what happens after Process Builder executes actions? (2)

A.) The process can only evaluate the next criteria when an action group contains scheduled actions

B.) The process can only evaluate one criteria

C.) The process can stop after actions execute or continue evaluating the next defined criteria

D.) The process can evaluate multiple criteria

Answer 3

C.) The process can stop after actions execute or continue evaluating the next defined criteria

D.) The process can evaluate multiple criteria

Question 4

An Admin will be creating several workflow rules for custom objects. What actions are possible using workflow? (2)

A.) Update a field to a new value using a formula

B.) Create a new detail record related to a master record

C.) Create an event and assign to a certain user

D.) Update a field on the master record when a field on the detail record changes

Answer 4

A.) Update a field to a new value using a formula

D.) Update a field on the master record when a field on the detail record changes

Question 5

A service manager wants to send an email reminder to customers who have failed their energy audit to schedule another audit after they have completed the required modifications. They want this to be done weekly for all the records that still have a failed audit status. How can an Admin easily fulfill this requirement? (1)

A.) Create a scheduled flow for the set of records that have a failed audit status to send an email

B.) Create a workflow to select the records with a failed audit status and associate a workflow action to send an email

C.) Create a process using Process Builder to select the records with a failed audit status and send an email reminder

D.) Create a batch Apex for the records that failed the energy audit and schedule Apex to send the email

Answer 5

A.) Create a scheduled flow for the set of records that have a failed audit status to send an email

Question 6

What does the Admin need to be aware of when using Email Alerts? (1)

A.) Email alerts use email templates that need to be set up previously

B.) The email content can be set when creating the email alert

C.) Email alerts can only be sent to users and roles

D.) Only text-based emails can be sent with email alerts

Answer 6

A.) Email alerts use email templates that need to be set up previously

Question 7

A workflow rule is set up to create a task for sales rep to do a follow-up call when a member of the prequalification team updates the information of a potential client as qualified. The sales manager wants an automated solution that creates a record of a custom object for each qualified client. What automation solutions can be used to meet this business requirement? (2)

A.) Create an approval process that creates a new record of the custom object.

B.) Create a flow using Flow Builder that creates a new record of the custom object

C.) Create a workflow rule that creates a new record of the custom object

D.) Create a process using Process Builder that creates a new record of the custom object.

Answer 7

B.) Create a flow using Flow Builder that creates a new record of the custom object

D.) Create a process using Process Builder that creates a new record of the custom object

Question 8

Chris is a Salesforce Admin for Indiana Global Finance Corporation. He recently had a meeting with the marketing manager who requested that if leads score more than 45 points, the lead status should be updated to ‘Qualified’, a task should be assigned to the lead owner, and an email notification should be sent to all the marketing team members. The marketing manager wants this process to be automated when a lead record is updated. Which automation solution would best meet this requirement? (1)

A.) Use Flow Builder to create a flow with multiple actions.

B.) Use Process Builder to create one process with multiple actions.

C.) Create one workflow rule with three actions for an email alert, task creation, and field update.

D.) Create three different workflow rules to automate the required actions

Answer 8

A.) Use Flow Builder to create a flow with multiple actions.

Question 9

John modifies a record in Salesforce. This modification triggers a workflow rule for immediate execution that includes a field update on the current record. After the execution is complete, what user will be listed under the ‘Last Modified’ field of this record? (1)

A.) The designated workflow user

B.) John

C.) The default workflow user

D.) The last user to modify the record prior to John

Answer 9

B.) John

Question 10

Cosmic Solutions has a custom object called Weekly Employee Summary, which stores a summary of employee data that is tracked in Salesforce, such as hours worked and wage totals. An auto launched flow has been built to calculate this information and create a new Weekly Employee Summary record for each employee every time it is run. Currently, an Admin needs to run this flow manually once a week. They would like this flow to be run automatically in the future. Which solutions would meet this requirement? (2)

A.) Create a workflow rule that launches the flow weekly

B.) Invoke the flow from an Apex job that runs weekly

C.) Replace the auto launched flow with a schedule-triggered flow

D.) Use Process Builder to invoke the flow to run weekly

Answer 10

B.) Invoke the flow from an Apex job that runs weekly

C.) Replace the auto launched flow with a schedule-triggered flow

Question 11

An Admin is working in an org with multiple Validation, Escalation, Assignment, and Workflow rules. What is the correct sequence of rules that are processed that the admin needs to keep in mind? (1)

A.) Assignment rules, Workflow rules, Validation rules

B.) Escalation rules, Assignment rules, Workflow rules

C.) Validation rules, Assignment rules, Workflow rules

D.) Escalation rules, Validation rules, Workflow rules

Answer 11

C.) Validation rules, Assignments rules, Workflow rules

Question 12

An Admin is considering the use of workflow rules for a new custom object Application. When are workflow rules evaluated? (1)

A.) Before auto-response rules

B.) After triggers

C.) Before triggers

D.) Before assignment rules

Answer 12

B.) After triggers

Question 13

What action is possible with Workflow that is not possible with Process Builder? (1)

A.) Send an email

B.) Send an outbound message

C.) Create a record

D.) Field update

Answer 13

B.) Send an outbound message

Question 14

If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria. Which option should be used to meet the requirement? (1)

A.) Create two workflow rules, each with its own action

B.) Create one workflow rule with two workflow actions

C.) Create one process using Process Builder

D.) Define two processes using Process Builder

Answer 14

C.) Create one process using Process Builder

Question 15

Cosmic Global wants to ensure that no opportunities are lost if a sales rep forgets to follow up. At least 200 records are being created a day. A reminder task should be created automatically 15 days after the ‘Created Date’ of the opportunity. Which automation feature can be used to address the requirement declaratively considering the risk of exceeding governor limits per transaction? (1)

A.) Flow Builder

B.) Apex Trigger

C.) Big Deal Alert

D.) Process Builder

Answer 15

A.) Flow Builder

Question 16

John Lobo is an Admin at Global Solution Inc. He has created a workflow rule to perform a status update on the Case record on insertion. The Support manager then requested him to add a time dependent action to trigger an email alert if the case with open status is not closed 7 days after opening. John tried to add a new action, however he is unable to do it. What could be the possible reason? (1)

A.) Time dependent workflow actions cannot be added to an existing rule. John must create a new workflow rule.

B.) John can’t add time-dependent workflow actions to active workflow rules. Deactivate the workflow rule first, add the time-dependent workflow action, and reactivate the rule.

C.) John should not add a time dependent workflow action to an existing workflow rule; he should use a workflow queue to create one.

D.) John should open a case with Salesforce support to add a time dependent workflow action.

Answer 16

B.) John can’t add time-dependent workflow actions to active workflow rules. Deactivate the workflow rule first, add the time-dependent workflow action, and reactivate the rule.

Question 17

Sam, the sales manager, wants to automatically update the ‘Discount’ field on opportunity records that are created or updated, depending on the value of the ‘Expected Revenue’ field. Which automation tool is the best one to use for this requirement? (1)

A.) Workflow Rule

B.) Approval Process

C.) Flow

D.) Validation Rule

Answer 17

C.) Flow

Question 18

Universal Outfitter’s Admin has created a workflow rule for the Account object. What happens to existing Account records if a workflow rule is added after they have been created? (1)

A.) Existing records are only processed if the rule is set to trigger only when a record is created

B.) It depends on whether the ‘Run on Existing Records’ option was selected on the workflow rule

C.) Existing records are only processed if they are updated and subsequently meet the workflow criteria

D.) Existing records are put in the workflow queue and processed if they meet the workflow criteria

E.) Existing records are put in the workflow queue and processed if they meet the workflow criteria

Answer 18

C.) Existing records are only processed if they are updated and subsequently meet the workflow criteria

Question 19

The sales manager needs to be notified when large opportunities are nearing the Closed Won stage. What can an Admin create or use to fulfill this requirement? (3)

A.) Create a workflow rule and email alert

B.) Use the opportunity escalation rule

C.) Create a process in Process Builder to send a notification

D.) Create a flow to send the email

E.) Create a workflow rule, email template, and email alert

Answer 19

C.) Create a process in Process Builder to send a notification

D.) Create a flow to send the email

E.) Create a workflow rule, email template, and email alert

Question 20

Sandeep, the Admin at Cosmic Computers, created a new workflow rule. The new workflow creates a reminder task for the case owner, with a reminder date 7 days away when a case has its status updated to ‘Working’. After the new workflow has been activated, Sandeep discovers in his testing, that no reminder task is being created as expected when he updates a case status to ‘Working’. What might explain this? (1)

A.) The rule evaluation criteria is set to ‘Created’ only

B.) The rule evaluation criteria is set to ‘Every Time a Record is Edited’ only

C.) The rule evaluation criteria is set to ‘Created, and Any Time it’s Edited to Subsequently Meet Criteria’

D.) The rule evaluation criteria is set to ‘Created, and Every Time it’s Edited’

Answer 20

A.) The rule evaluation criteria is set to ‘Created’ only

Question 21

Cosmic Lights uses the standard Contact object to store information about people associated with B2B companies who purchase the products manufactured by the company. A custom object is used to store information about sales orders. When a person associated with a company purchases a product, a custom field on that person’s contact record is updated by a salesperson manually. When this field is updated, a Salesforce survey should be sent to the person to gather certain information, such as the reason behind the purchase and how their previous purchases influenced the recent purchase decision. What solution should be recommended to meet this requirement? (1)

A.) Create a process using Process Builder that executes an action type called ‘Send Survey Invitation’ when the value of the custom field changes.

B.) Create on outbound message that is sent to a third-party survey application when the value of the custom field changes.

C.) Create an Apex trigger that sends a survey invitation to the contact when the value of the custom field changes.

D.) Create a flow that sends a survey invitation to the contact automatically when the value of the custom field changes.

Answer 21

D.) Create a flow that sends a survey invitation to the contact automatically when the value of the custom field changes.

Question 22

A Sales manager would like to have an email alert sent to all the sales team members every time an opportunity with an amount greater than $75,000 is updated by a sales representative. The Admin is creating a workflow rule to meet the requirement. What should be the evaluation criteria of the workflow rule? (1)

A.) When a record is created, and every time it’s edited

B.) When a record is created, and any time it’s edited to subsequently meet criteria

C.) When a record is created

D.) Every time a record is edited

Answer 22

A.) When a record is created, and every time it’s edited

Question 23

An Admin has been asked to create a workflow rule that will send an email alert to the opportunity owner and senior management when an opportunity has an amount greater than $100,000. Also, a follow-up task should be created for the opportunity owner if the deal is still open when the close date passes. What evaluation criteria and action should the Admin choose? (1)

A.) Every time a record is created and any time it’s edited to subsequently meet criteria, and associate an email alert and a workflow task

B.) Every time a record is created and any time it’s edited to subsequently meet criteria, and associate an outbound message

C.) Every time a record is created/edited and associate a workflow email alert

D.) Every time a record is created and associate a workflow task

Answer 23

A.) Every time a record is created and any time it’s edited to subsequently meet criteria, and associate an email alert and a workflow task

Question 24

A sales rep should be sent an email if a high priority case is created for an account that they own. Which of the following can be used to address the requirement? (1)

A.) Create an auto-response rule to send an email alert to the account owner

B.) Create a workflow rule to send an email alert to the account owner

C.) Create an escalation rule to notify the account owner

D.) Enable field history tracking to send an email alert to the account owner

Answer 24

B.) Create a workflow rule to send an email alert to the account owner

Question 25

An Admin is considering the use of a cross-object workflow field update to update the parent record when a related child record is modified. Which of the following are valid statements regarding the objects that are supported for cross-object field updates? (2)

A.) All standard objects are supported for cross-object field updates from custom objects.

B.) All custom objects that are children of custom objects in a master-detail relationship are supported.

C.) Some standard objects are supported for cross-object field updates from custom objects.

D.) All standard objects that are children of standard objects in a master-detail relationship are supported

Answer 25

B.) All custom objects that are children of custom objects in a master-detail relationship are supported.

C.) Some standard objects are supported for cross-object field updates from custom objects.

Question 26

When a new lead is generated, an automated email notification should go to a sales user and a task should be created for the same user for follow-up. Which of the following should an Admin need to configure to achieve this? (1)

A.) Record-triggered flow

B.) Formula fields

C.) Apex trigger

D.) Visualforce page

Answer 26

A.) Record-triggered flow

Question 27

The support users of ABC Corporation use a custom Date field called ‘Target Close Date’ on case records to specify the date by which a case should be closed. The support director would like the value of this field to be auto-populated based on the chosen record type when a case is created. Which of the following can be used to meet this requirement? (2)

A.) Create a workflow rule that sets the target close date using an automatic field update action

B.) Use a dependent picklist

C.) Create a validation rule

D.) Define a default value using a formula that calculates the default target close date based on the record type

Answer 27

A.) Create a workflow rule that sets the target close date using an automatic field update action

D.) Define a default value using a formula that calculates the default target close date based on the record type

Question 28

There is a business requirement for a reminder to be automatically sent to the Lead owner if it has not been converted 10 days after the created date. Which of the following actions can an Admin do to accomplish this? (1)

A.) Create a future task to remind the lead owner

B.) Create an email reminder

C.) Create a validation rule to check the current date against the create date

D.) Create a time-dependent workflow rule

Answer 28

D.) Create a time-dependent workflow rule

Question 29

New Computing uses Salesforce for managing customer support. There are more than 100 support cases open in its service cloud application. The Support Manager wants to ensure that if the support engineer does not start working on a case after 24 hours, an email should be generated for the support lead and the manager himself. What is the best way for the Admin to achieve this? (1)

A.) Write an Apex class to generate an email.

B.) Create an escalation rule to generate an email.

C.) Create a validation rule to generate an email.

D.) Create a workflow rule to generate an email.

Answer 29

B.) Create an escalation rule to generate an email

Question 30

The Admin of Cosmic Enterprises has set up a time-dependent workflow rule that will send an email 30 days before a renewal is due. The evaluation criteria is set to ‘Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria’. What will happen if the renewal date is change? (1)

A.) The workflow will still fire 30 days before the original date

B.) The workflow will fire 30 days before the adjusted date

C.) The workflow will not fire at all

D.) You cannot change the date if there is a pending workflow

Answer 30

B.) The workflow will fire 30 days before the adjusted date

Question 31

The customer service agents of Cosmic Service Solutions use a Chatter group to share recommendations related to support. A service manager is the owner of the group. The Admin of the company has been asked to automate the creation of a post on the manager’s Chatter feed whenever the number of members in the Chatter group increases or decreases. Which automation tools would be best to use for the requirement? (2)

A.) Workflow Rule

B.) Apex Trigger

C.) Process Builder

D.) Flow Builder

Answer 31

C.) Process Builder

D.) Flow Builder

Question 32

Cosmic Solutions has recently implemented a policy that sales reps need to seek approval from their manager if they want to give a discount of more than 20% on a sales deal. Once the manager has given his approval, the ‘Approved by Manager’ and ‘Approval Date’ fields on the opportunity should be updated. The sales rep should also receive an email confirming that the discount is approved. Which of the following automated actions would be necessary while defining an approval process for this requirement? (2)

A.) Email Alert

B.) Field Update

C.) Task

D.) Create a Record

Answer 32

A.) Email Alert

B.) Field Update

Question 33

An Admin is choosing between Process Builder and Workflow for business automation. In which of the following situations would Workflow be preferred over Process Builder for automation? (1)

A.) A child record needs to be updated

B.) A record needs to be created

C.) A Chatter post needs to be created

D.) An outbound SOAP message need to be sent without using Apex.

Answer 33

D.) An outbound SOAP message needs to be sent without using Apex

Question 34

Chris is an Admin who has received a request from his support team manager to create a workflow rule for the case record. The manager requested that every time a support agent updates a case that has a cost value of more than $1000, an email should be sent to the manager’s mailbox that includes the case number and case owner. What should the evaluation criteria be that the Admin chooses when creating the workflow rule? (1)

A.) When a record is edited, and any time it’s edited to subsequently meet criteria

B.) When a record is created, and any time it’s edited to subsequently meet criteria

C.) When a record is created, and every time it’s edited

D.) When a record is created

Answer 34

C.) When a record is created, and every time it’s edited

Question 35

An Admin wants to convert a lead automatically based on certain criteria and send an email to the related contact one day after lead conversion. How can this be achieved? (1)

A.) Use a time-based approval process to e-mail the contact one day after the lead conversion is approved.

B.) Use a flow to convert the lead and add a Pause element to set a one-day wait period to automatically email the contact

C.) Set a time-based workflow rule to email the new contact

D.) This cannot be done automatically, the email must be sent manually

Answer 35

B.) Use a flow to convert the lead and add a Pause element to set a one-day wait period to automatically email the contact

Question 36

In a business requirement gathering session, the Vice President of Sales asks the Admin about when workflow rules can be triggered. Identify the correct evaluation criteria from the list that the Admin shared with the business user. (2)

A.) When a record is deleted

B.) When a record is updated

C.) When a record is created

D.) When a record is merged

Answer 36

B.) When a record is updated

C.) When a record is created

Question 37

When creating a workflow rule, which of the following are valid workflow evaluation criteria? (3)

A.) Every time a record is created

B.) Every time a record is created and any time it’s edited subsequently to meet criteria

C.) Every time a record is created and every time it’s edited

D.) Every time a record is edited and any time it’s edited subsequently to meet criteria

E.) Every time a record is deleted

Answer 37

A.) Every time a record is created

B.) Every time a record is created and any time it’s edited subsequently to meet criteria

C.) Every time a record is created and every time it’s edited

Question 38

When specifying rule criteria for a Workflow, which of the following options can be used in the rule criteria? (2)

A.) A formula

B.) A formula and combination of field criteria at the same time

C.) A CAPTCHA code

D.) A combination of field criteria

Answer 38

A.) A formula

D.) A combination of field criteria

Question 39

An Admin has been asked to create a time-dependent workflow rule. This rule should be executed when opportunity records are created. It should send an email reminder to the account team if a high-value opportunity is still open ten days before the specified close date. How can the Admin monitor the execution of this rule in Salesforce? (1)

A.) Manually check the execution of the rule after ten days by specifying a personal email address as the recipient.

B.) Monitor ‘Time-Based Workflow’ queue in Setup.

C.) Use debug log to monitor the workflow rule execution.

D.) Use Setup Audit Trail to monitor the workflow rule execution.

Answer 39

B.) Monitor ‘Time-Based Workflow’ queue in Setup.

Question 40

The sales management would like to receive a notification when opportunities with a high dollar value reach 60% probability. A different notification should also be sent if high-value opportunities reach 80% probability. How can an Admin accomplish this? (1)

A.) Workflow Rules

B.) Email Alerts

C.) Big Deal Alerts

D.) Validation Rules

Answer 40

A.) Workflow Rules

Question 41

The Sales Director of Cosmic Solutions wants to be notified when opportunities are created with an amount greater than $100,000. How can an Admin accomplish this in Lightning Experience? (3)

A.) Create a pop-up notification alert for the Sales Director based on the opportunity amount field.

B.) Create a flow that sends a custom notification when the opportunity amount meets the criteria.

C.) Create a workflow rule and associate a workflow action to send an email alert based on the opportunity amount field.

D.) Create a reminder alert for the Sales Director that appears on the home page when they log in.

E.) Create a process using Process Builder that triggers a custom notification when the opportunity amount meets the criteria.

Answer 41

B.) Create a flow that sends a custom notification when the opportunity amount meets the criteria.

C.) Create a workflow rule and associate a workflow action to send an email alert based on the opportunity amount field.

E.) Create a process using Process Builder that triggers a custom notification when the opportunity amount meets the criteria.

Question 42

A new VP of sales joined TrueGlobal Inc. TrueGlobal uses Salesforce for managing their global sales operations. The VP of sales wants to receive an email alert if a deal stage is changed to Closed Lost and the amount was greater than $1,000,000. What evaluation criteria should the Admin choose while creating this workflow rule? (1)

A.) When a record is edited, and any time it’s edited to subsequently meet criteria

B.) When a record is created and every time it is edited

C.) When a record is created and any time it’s edited to subsequently meet criteria

D.) When a record is created

Answer 42

C.) When a record is created and any time it’s edited to subsequently meet criteria

Question 43

Robert is an Admin at Global Communications. He has been asked to create a workflow rule field and is considering the evaluation criteria. Which of the following is NOT a rule evaluation criterion? (1)

A.) When a record is created & any time it’s edited to subsequently meet criteria

B.) When a record is created and every time it’s edited

C.) When a record is edited to subsequently meet criteria, but not when it is first created.

D.) When a record is created

Answer 43

C.) When a record is edited to subsequently meet criteria, but not when it is first created.

Question 44

The Admin for Global Containers is automating approval processes. Which of the following tools can be used to submit records for approval? (2)

A.) Workflow

B.) Flow

C.) Process Builder

D.) Validation Rules

Answer 44

B.) Flow

C.) Process Builder