Interview questions: Automation Tools Flashcards
- What is workflow? Which actions can be performed using workflows?
Workflow allows us to automate the organizations business processes quickly without
writing any code with the following four actions.
· Field Update
· Outbound Messages
· Email Alert
· Task
- What are types of workflows?
Immediate Workflow Actions, Time-Dependent Workflow Actions
- Can you tell me what is time based workflow?
Time Based workflow will be triggered at what time we define while creating the Time-Dependent workflow rule.
- can we update the related object fields, or can we update the cross object fields?
Yes we can update the related object field or cross object fields in workflow field update
but only from child to parent update is possible not the other way
- What happens to the workflow rules when the object is deleted?
Standard objects cannot be deleted, and when the custom object is deleted, then
workflow rule for that object will automatically get deleted.
- What is Approval Process?
Approval process is a business logic engine that allows you to specify a sequence of
steps that are required to approve a new record. Each step allows one or more
designated approvers to accept or reject the record.
7- What is Web-to-Lead and Web-to-Case?
It is the process of automatically registering the forms received on the web page to the
Salesforce system. Web-to-Lead is used for leads. Web-to-Case is used to serve your
existing customers.
- What is difference between screen flow and auto launched flow?
Screen Flow-Requires user interaction, because it includes screens, local actions,
steps, choices, or dynamic choices. Screen flows don‘t support Pause elements.
Auto launched flow, No user interaction required. It is a flow type that runs automatically in the background without the user’s knowledge, with a record creation and update.
- Difference between flow and process builder?
- What are the different types of Salesforce Flows?
Salesforce provides three types of flows:
1. Screen Flows – guide users through a business process, capture users input
- Autolaunched Flows – do not have any trigger and they run in the background.
Autolaunched Flow (No Trigger) – launches when invoked by Apex, processes,
REST API and more - Triggered Flows – autolaunched by a trigger you specify and they run in the
background
· Record-Triggered Flow – launches when a record is created, updated or deleted
· Schedule-Triggered Flow – launches at a specified time and frequency for each record in a batch
· Platform Event-Triggered Flow – launches when a platform message is received
- How can you Troubleshoot Salesforce Flows?
To troubleshoot a failed flow interview, use the flow fault email. To test the flow and
observe what happens as it runs, use the debug option in Flow Builder.
Emails About Flow Errors – Every time a flow interview fails, Salesforce sends an
error email in the default language of the user who ran the flow. The email is sent to
either the admin who last modified the associated flow or the Apex exception email
recipients. The email includes the error message from the failure, details about each
flow element that the interview executed, and a link to show the failed flow interview in
Flow Builder.
Control Who Receives Flow and Process Error Emails – When a process or flow
interview fails, a detailed error email is sent to the admin who last modified the process
or flow. But perhaps that admin isn‘t the best person to read and act on the details of
what was executed and what went wrong. Instead, you can choose to send error emails
to the Apex exception email recipients, which you specify and control in Setup.
Troubleshoot Flow URLs – If you‘re distributing a flow and the custom button, custom
link, or a direct flow URL isn‘t working as expected, verify the referenced flow. In
addition, verify its variables if you‘re passing values into a flow from the URL.
- Why is loop element used in Salesforce flow ?
Loop element in Salesforce flow is used to iterate elements in collection. You can
compare it with ―for or while loops in programming language.
- What are the different types of email templates that can be created in Salesforce?
Below is the list of email templates that can be created in Salesforce:
Text: Text templates can be created or changed by all the users in the organization.
HTML with Letterhead: Admins and users who have ‗Edit HTML Templates‘ can create
this type of template based on a letterhead.
Custom HTML: It is an extension of the previous one. Admins and users having ‗Edit
HTML Templates‘ can create custom HTML templates even without the need for a
letterhead.
Visualforce: Admins and developers can create this template using Visualforce. It
provides advanced functionalities like merging recipient‘s data from multiple records.
- What is the difference between WhoID and WhatID?
WhoID refers to people like contact or leads. Whereas ―What IDǁ refers only for
objects.
- Difference between Trigger and Workflow?
