Workflows

Question 1

List three uses for folders.

Answer 1

• Folders provide organization and security for reports, dashboards, documents, and email templates.
• Folders can be used to grant specific users access to these objects
• Or used to hide these objects from users.

Question 2

What is the difference between creating a global email footer and placing a footer in a template?

Answer 2

A global email footer is attached to all emails sent out from Salesforce. A footer attached to a template only goes out on emails created using that particular template.

Question 3

List the benefits of creating and using letterhead.

Answer 3

A single letterhead can be combined with multiple email template layouts, providing a consistent look and feel for emails sent from Salesforce.

Question 4

List the parts of workflow.

Answer 4

• Evaluation criteria
• Trigger criteria
• Actions
• Time triggers
• {Additional) actions

Question 5

What is the purpose of a web-to-lead form?

Answer 5

The web to lead form allows you to generate HTML from Salesforce lead fields that captures data that is then submitted directly into Salesforce.

Question 6

What is an auto-response rule?

Answer 6

An auto-response rule sends an email (based on a template) to a person who has submitted a lead (or a case) using the web to lead (or case) online form.

Question 7

What are assignment rules?

Answer 7

Assignment rules assign record ownership to individuals or queues based on criteria set in the assignment rule.

These rules can apply to leads (or cases) that were created online, manually, or imported through the lead import wizard.