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Salesforce Admin Certification > Workflow/Process Automation > Flashcards

Workflow/Process Automation Flashcards

1
Q

What is the order of execution?

A

1.Validation Rules
2. Duplicate Rules
3. Assignment Rules
4. Auto-Response Rules
5. Workflow
6. Escalation Rules
7. Process

Mnemonic: Very Dynamic Awesome Admins Want Exciting Projects.

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2
Q

What are Workflow rules?

A

A workflow rule sets workflow actions into motion when certain conditions are met, either immediately or on a scheduled time, fired by a trigger.

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3
Q

What are the three options to select from when defining when a workflow rule should be evaluated?

A

1.When a record is Created.

2.When a record is Created, and every time it’s edited.

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

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4
Q

What value does a formula need to return to trigger a rule?

A

“True”

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5
Q

What is the daily limit for emails sent via email alerts?

A

1,000 per SF license or 2M organization wide. When the limit has been reached and leftover will not be sent and will be discarded the day after.

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6
Q

What are the field update options?

A

Clear the field

Set a specific value

Apply a formula

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7
Q

What does a receiver need in order to receive an outbound message?

A

web service listener

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8
Q

Immediate actions fire immediately when criteria is met. If multiple actions are defined what is the order of execution?

A

The order of execution isn’t guaranteed but field updates execute first.

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9
Q

What are Time-Dependent actions?

A

Time-Dependent Actions allow users to choose when the workflow actions should be executed. It can reference a date field on the record. Can trigger days or hours before or after the date field or trigger date.

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10
Q

What is the valid range of time triggers?

A

0 to 999 days or hours.

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11
Q

What is Process Builder?

A

Process Builder is a process automation tool that is similar to workflow rules but with more functionality and has a drag-and-drop visual interface.

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12
Q

Process builder execute actions are based on what logic?

A

if/then

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13
Q

What is a process definition?

A

A Process Definition includes selecting the object, the criteria to invoke the process and condition actions.

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14
Q

What is Flow Builder?

A

Flow Builder is the primary tool for declaratively implementing automated solutions on the Salesforce platform.

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15
Q

What are the two types of flows that can be created in Flow Builder?

A

Screen-Based - Flow that uses the screen element to capture user input or display information.

Autolaunched - Runs in the background when it performs its actions.

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16
Q

What are the different types of autolaunched flows?

A

No trigger
Record triggered
Schedule triggered
Platform event triggered

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17
Q

What are some examples of prebuilt flows?

A

Create a case
Reset password
Verify identity

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18
Q

What is the triggered flows list view used for?

A

Easily checking which object or platform event triggers a flow

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19
Q

What are the two types of layout in Flow Builder?

A
  1. Auto-layout
  2. Freeform
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20
Q

What are the steps of building a flow?

A
  1. Define the resources
  2. Define and add elements
  3. Connect the elements
  4. Test the flow
  5. Activate the flow
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21
Q

What are resources?

A

Resources are containers for holding data values.

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22
Q

What are elements?

A

Elements are what define the behavior of the flow. These are building blocks for defining the various actions that need to be taken at each step.

23
Q

What does the subflow element do?

A

The Subflow element can be used to launch another flow within a flow. Subflows can receive and send data back to the master flow.

24
Q

What is the referenced flow and master flow?

A

The flow that is launched using the Subflow element is referred to as the referenced flow. The flow that contains the subflow is referred to as the master flow.

25
Q

What is a scheduled path?

A

A scheduled path can be defined to execute a part of the flow at a dynamically scheduled time.

26
Q

What is an HTTP Callout?

A

HTTP Callout pulls or sends data between the flow and an external system via Flow Builder without using code.

27
Q

What is a Flow Interview?

A

Flow interviews are the various instances of a flow and may be paused, resumed, or deleted.

28
Q

What is helpful about flows being versioned?

A

You can rollback in case something goes wrong.

29
Q

What is the Flow Trigger Explorer?

A

Flow Trigger Explorer is a tool for viewing record-triggered flows that are associated with a specified object and identifying how or when they are triggered based on a record change.

30
Q

What is the migrate to flow tool?

A

Salesforce provides the Migrate to Flow tool in Setup to automatically convert a workflow rule to a corresponding record-triggered flow.

31
Q

What is The Salesforce orchestrator?

A

The Salesforce Orchestrator can be used to create an app with multi-step processes that interact with multiple users called Orchestration.

32
Q

What are the three steps to setting up an Approval Process?

A
  1. Create the Approval Process Definition
  2. Add one or more approval steps
  3. Specify rejection and approval Actions
33
Q

What happens to a record when it is submitted for approval?

A

It is locked for changes except from the admin and approver until it completes the approval process.

34
Q

What should you do before deleting an approval process?

A

Make sure it is inactive and delete pending approval requests and remove them from the recycle bin.

35
Q

What is the “Items to Approve” component?

A

Admins can add an “Items to Approve” component to the Salesforce Home Page, allowing approvers to see all pending requests upon login.

36
Q

What are three workflow evaluation criteria options that determine when workflow rules are evaluated?

A
  • When a record is created
  • When it is created and every time it is edited
  • When a record is created and any time it is edited to then meet the evaluation criteria
37
Q

What are actions that a workflow rule can invoke?

A

Create Task, Send Emails, Field Update or Send Outbound Message

38
Q

How can workflow rules be evaluated?

A

If certain criteria is met or if a formula evaluates to true

39
Q

When are workflow actions executed?

A

Either immediately or after a number of days or hours from a date field or trigger date

40
Q

What types of actions can be set for approval or rejection?

A

Create Task, Send Emails, Field Update or Send Outbound Message

41
Q

What options does an approver have for responding to a request?

A

Approve, Reject or Reassign

42
Q

Where can an approver see the pending request and respond to it?

A

On the Record, on the Homepage, Respond to Email, in App Notifications, Chatter

43
Q

What are the steps to define a process in the Process Builder?

A

Define the object, define the criteria, select immediate or scheduled actions, activate the process

44
Q

What actions are possible with Process Builder?

A

Create or update records, invoke a quick action, submit a record for approval, post to Chatter, send an email, invoke a flow, invoke Apex class

45
Q

In what cases would Process Builder be used over Workflow?

A

When needing to create a record, submit for approval or launch a flow

46
Q

When must Workflow be used and not Process Builder?

A

When needing to send outbound messages

47
Q

What are the different types of autolaunched flows?

A

Record-triggered flows, Platform event-triggered flows, Schedule-triggered flows, Autolaunched flows (no trigger)

48
Q

What are the three running modes in flows?

A

User or System context, System Context with Sharing, and System Context without Sharing

49
Q

What element in Flow Builder can be used to execute a certain path if criteria is met?

A

Decision element

50
Q

What are the actions supported by approval processes?

A

email alerts, task creation, field updates, and outbound messages

51
Q

What are the different stages in an approval process?

A

initial submission, approval steps, final approval, final rejection, recall

52
Q

Which automation tools support sending of outbound messages?

A

workflow rules, approvals, and flows

53
Q

Which automation tool is capable of deleting records?

A

Flow Builder

54
Q
A

Salesforce Admin Certification (8 decks)

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