Process Automation and Logic: Declarative Features 1 Flashcards
Capabilities of the Declarative Process Automation Features (140 cards)
1
Q
What is a Workflow Rule?
A
The workflow rule is the simplest automation tool that supports Field Updates, Email Alerts, Task Creation, and Outbound Messages.
2
Q
When can a Workflow rule be Evaluated?
A
Created - only when a record is created
Created AND Every Time its Edited - whenever a record is created or updated. Does not support time-dependent workflow actions.
Created and Any Time its Edited to Meet Criteria - all of the above but also if it did not meet criteria before but was edited to now meet the criteria.
3
Q
What is an Approval Process?
A
An approval process is used to automate an organization’s approval process for records of a certain object.
Approval processes provide the same set of workflow actions as the workflow rule.
4
Q
In Winter ’23 and Summer ’23, the creation of new workflow rules and processes have been blocked respectively. Their creation is only allowed in Developer Edition orgs for use in managed packages. True or False?
A
True
5
Q
What is process builder?
A
Process Builder operates using one or more if/then logic and supports several more actions compared to simpler tools such as workflow rules.
6
Q
Use Case of Process Builder
A
when the status of a Case record is updated to working, an email alert is sent to case owner’s manager. But, if the status is updated to escalated, then a flow is auto launched behind the scenes.
7
Q
Process builder is capable of updating the current record or creating a new record. It can also update a parent record or child records of the current record. True or False?
A
True
8
Q
Can process builder publish platform events?
A
Yes, Process Builder can publish platform events using the Create a Record action. Creating a platform event record publishes a platform event message.
9
Q
Can Process Builder subscribe to a platform event?
A
Process Builder can subscribe to a platform event. When a process is configured to start when a platform event message is received, it is called an event process.
10
Q
In an event process, a <blank> and <blank> is associated in the process’ trigger.</blank></blank>
A
platform event, object
11
Q
Process Builder can invoke the following tools in the Salesforce platform:
A
Invocable Process
Autolaunched Flow
Approval Process
Invocable Apex Method
12
Q
Process Builder can lookup, create, or update <blank>. However, note that only event processes and invocable processes support external objects. External objects are not supported in record-change processes.</blank>
A
external objects
13
Q
Custom metadata types can be referenced in a <blank> in Process Builder. This avoids the need to hardcode values in a formula and allow storing the values instead in a custom metadata record, which can easily be updated.</blank>
A
formula
14
Q
The <blank> allows flow admins to efficiently view, monitor, create, and manage flows, offering enhanced features like list views, search, filters, and access to learning resources.</blank>
A
Automation Lightning App
15
Q
What is Flow Builder used for?
A
Flow Builder is used to build flows which are capable of automating simple to complex operations.
16
Q
<blank> is the most advanced declarative automation tool and is the primary tool for building automated solutions on the Salesforce platform.
</blank>
A
Flow Builder
17
Q
The other automation tools such as <blank> are being retired. Their creation is no longer allowed except in Developer Edition orgs.</blank>
A
processes and workflow rules
18
Q
A flow can be created to look up, create, or update external objects. External objects are supported by both screen flows and auto launched flows. True or False?
A
True
19
Q
A flow can use the <blank>, which is powered by External Services, to declaratively perform an HTTP request or consume a web service and handle JSON responses from the callout.</blank>
A
HTTP Callout action
20
Q
Flow Builder can be used to publish <blank>. Creating a <blank> publishes a <blank>.</blank></blank></blank>
A
platform events, platform event record, platform event message
21
Q
In Flow Builder, a platform event-triggered flow can be created to <blank> to a platform event. The Platform Event object is specified in the Start element of the flow.</blank>
A
subscribe
22
Q
Another method for subscribing to a platform event in via the <blank> element (previously called Pause). The element can resume a paused flow when it receives a platform event message.</blank>
A
Wait for Conditions
23
Q
How can we pass record data to a flow?
A
When launching a flow from a quick action, the record is automatically passed to the flow. When a flow is invoked from a Lightning page, a checkbox in Lightning App Builder can be used to let the page pass the record to the flow automatically
24
Q
What are the two types of supported flows in Flow Builder?
A
Screen Flows, Autolaunched Flows
25
What does a screen flow do?
A screen flow can be used to create a flow that requires a user interface for users to interact with.
26
What does an autolaunched flow do?
An autolaunched flow contains pure logic and runs in the background when invoked
27
There are types of layout in Flow Builder. The layout type only determines how elements are added and visually aligned and connected on the canvas and does not have any impact on flow behavior.
2
28
What is the default layout in Flow Builder?
Auto-Layout
29
What is the Auto-Layout in Flow Builder?
This is the default layout in Flow Builder. In this layout, elements are automatically aligned, spaced, and fixed. To add elements on the canvas, plus (+) buttons are provided along the flow paths.
30
What is the Free Form Layout in Flow Builder?
In this layout, the elements are available in the Elements tab of the Toolbox pane. To add elements, they are dragged-and-dropped onto the canvas. Alignments and spacings are manually adjusted to give full control on how the elements and connections are positioned on the canvas.
31
Flows can be saved without fully configuring some elements. This helps with faster configuration as one can avoid losing work or having to resolve errors before saving. True or False?
True
32
What makes a screen flow different from other types of flows?
The Screen Element is available in a screen flow which enables it to build a user interface that can be used for collecting user input or displaying data.
33
A flow can be made a , and a flow template can be cloned to create customized business processes
template
34
Can a flow be used to create a guided business process?
Yes, A flow can be used to create a guided business process for users which requires user interaction. For example, a wizard consisting of multiple screens can be created to allow agents to collect information from customers.
35
Aura, Lightning Web components
36
Can Screen flows have conditional visibility?
Yes, A standard, custom, or AppExchange screen component on a flow screen can be configured to hide or show based on defined criteria.
37
Can we have a default value in choice sets in a screen flow?
Yes, When configuring screen components that display choices generated from a Collection Choice Set, Record Choice Set, or Picklist Choice Set resource, a default value can be defined or preselected.
38
What is another way choice set data can be generated?
External data can also be used to generate choice sets. For example, a choice set can reference an Apex-defined collection from an external service, Apex action, or another screen component.
39
The flow screen component can be used to search and display records in a table. It allows users to select records which can be captured and used as data for performing operations later in the flow. The table also allows to be configured as read-only.
Data Table
40
The of a screen flow comes with the standard buttons: Next or Finish, Previous, and Pause. These buttons support custom labels and translations using Translation Workbench.
footer
41
The screen component can be used to create flow screens with multi-column layouts that are responsive.
Section
42
Sections in a screen flow support specifying the header text? True or False?
True
43
How can we configure an address component in a screen flow?
The Address screen component pulls all fields to complete an address. The fields can be set as required using a Boolean value {!$GlobalConstant.True} or to a formula resource that evaluates to true.
44
What is a choice set used for?
A Collection Choice Set, Record Choice Set, or Picklist Choice Set resource can be used to display options in a choice set component such as a checkbox group, radio button, or picklist.
45
The screen component can be used to allow users to easily select an option from a list of choices that can be filtered by entering matching keywords.
Choice Lookup
46
How many records will a choice lookup fetch?
The component will initially load 20 choice options. Scrolling through the options will load the additional options, if there are, in groups of 100. Up to a total of 1,020 choice options can be displayed.
47
How are screen flows reactive?
Screen Flows features real-time recalculations within the same page, supporting Reactive Global Variables, Reactive Selections, and Formula Functions
48
Do screen flows allow values to be refreshed in between screens?
Yes, i.e. user enters the cost of three services on first screen. When user navigates to the next screen, the screen flow displays the total cost. If the user returns to the first screen and changes a value, you can refresh the total cost on the next screen or leave it unchanged. If a user navigates to previous/later screen then returns to current screen second time, the flow does not update.
49
In a screen flow, the values entered by a user in a Lightning component on a screen can be refreshed or retained when the user revisits the screen. True or False?
True
50
Screen flow usage report
51
What are the different types of Autolaunched Flows?
No Trigger, Record Triggered, Schedule Triggered, and Platform Event Triggered.
52
How is a No Trigger Flow triggered?
This flow needs to be explicitly called from a process, button, etc.
53
How is a Record Triggered Flow triggered?
This flow is triggered when a record is created, updated, or deleted.
54
How is a schedule triggered flow triggered?
This flow can be scheduled to run once, daily, or weekly.
55
How is a platform event triggered flow triggered?
This flow is triggered upon receiving a platform event message.
56
A record-triggered flow can be set to automatically run when a record is
created, updated, deleted
57
What is a before save flow?
A before-save record-triggered flow can update fields on the record that triggered the flow.
58
What is an after save flow?
An after-save record-triggered flow can access other objects’ records and perform actions like sending an email.
59
What is a before delete flow?
A before-delete record-triggered flow can be used to perform updates on any record before the record is deleted.
60
A record-triggered flow provides a property for specifying when the current flow should run when there are multiple flows for the same object and trigger type (before-save or after-save).
Trigger Order
61
Flows with trigger order values are run first in ascending order based on the numeric values. If two flows have the same trigger order value, they are run in alphabetical order based on their API names.
(1 to 1,000)
62
Flows that have no trigger order values are run next based on their
activation date.
63
Flows with trigger order values from are executed last.
1,001 to 2,000 (max)
64
Changing the run order of flows in will change the flow’s Trigger Order value.
Flow Trigger Explorer
65
Are all of the elements in a before save trigger flow the same as an after save trigger flow?
No. Before Save trigger flows wont have create records, delete records, or be able to call actions or subflows.
66
Flow Builder supports the use of the formula functions in record-triggered flows.
ISNEW, ISCLONE, ISCHANGED, and PRIORVALUE
67
A can be defined to execute a part of the flow at a dynamically scheduled time.
scheduled path
68
Scheduled paths run in and can access and modify all data.
system context
69
The page in Setup can be used to monitor the scheduled paths that are queued to run.
Time-Based Workflow
70
An can be used to perform an operation that is executed asynchronously and does not impact the execution of the original triggered transaction.
asynchronous path
71
What are the benefits of using an Asynchronous paths in a flow?
A process that requires a long time to complete can be executed asynchronously.
Asynchronous operations run on its own time in the background.
A mixed DML error can be avoided by running an operation asynchronously.
72
Asynchronous paths
73
In a record-triggered flow, the field values of the record before it triggered the flow can be accessed using the global variable.
$Record__Prior
74
What is the Flow Trigger Explorer?
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.
75
What does the Flow Trigger Explorer allow you to do?
-Manage the Status or Version of a flow
-View a flows status
-View Asynchronous Paths
-Open the Flow in flow builder
-Specify the Object
-Specify the trigger type
-View before save flows
-View after save flows
76
The button in Flow Trigger Explorer allows sorting the order execution by dragging and dropping the flows.
Edit Order
77
An autolaunched flow can be configured to run on a and
set schedule, frequency
78
Do scheduled auto launch flows support user interaction, screens, local actions, choices, or choice sets?
No, they do not. They can only run during their schedule.
79
In a schedule-triggered flow, the global variable is used to update the batch record.
$Record
80
An autolaunched flow can be configured to automatically run upon receiving from a platform event that the flow is subscribed to.
event messages
81
Platform event–triggered flows can access all available records and do not need to be associated with an object. True or False?
True
82
The $Record global variable contains the field values from the platform event message which can be used throughout the flow. True or False?
True
83
Flow Builder can perform HTTP callouts programmatically using invocable methods or declaratively using the action option of the Action element.
HTTP callout
84
The HTTP callout action in Flow Builder is powered by . To define an HTTP callout action, an external service needs to be registered.
External Services
85
To complete the HTTP callout action configuration, the and a should be specified. If applicable, path variables and query parameters can also specified.
HTTP method, sample response
86
The data received from an HTTP callout can be used in flow builder. True or False?
True
87
A Slack notification can be sent from Salesforce using the core action in Flow Builder.
Send Notification
88
The must be enabled and configured in Setup in order to send notifications to Slack.
Salesforce for Slack Integrations
89
The Salesforce for Slack app and the Slack app for distributing the notification in Slack such as Sales Cloud for Slack should be installed and connected with the Salesforce org. True for False?
True
90
In the , a Slack notification can be created from scratch, or a Slack-enabled standard notification can be cloned in the Notification Delivery Settings to create a custom Slack notification.
Notification Builder
91
Flow Builder can be used to build that can be launched in Slack. To allow the flow screen to be launched in Slack, the option should be selected.
screen flows, Make available in Slack
92
A second flow needs to be created that performs the action to send a Slack message, which contains a button that launches the flow screen
slackSendMessageToLaunchFlow
93
A flow can be configured to run in the following modes which determine its level of access to data
User Context or System Context (With or without sharing)
94
Changing the running context are only supported in .
screen flows and autolaunched flows (no trigger)
95
Describe what the System Context With Sharing Running Mode does.
In system context with sharing, object-level and field-level security is ignored, but record-level access is enforced.
96
Describe what the System without Sharing Running Mode Does.
In system context without sharing, object-level and field-level security is ignored including record-level access.
97
Salesforce provides prebuilt flows in the org that can be used to meet typical business requirements. True or False?
True
98
Using in flows lets the flow remain robust and immune to unexpected validation errors, ‘record not found’ errors, etc. Also, it allows the system to display or relay meaningful to end users and help debug issues more efficiently.
Fault paths, error messages
99
Using the element, one can create targeted error messages for users to explain what went wrong or how to correct it.
Custom Error Message
100
Screen flows provide a element which can be used to cancel all pending record changes in a current transaction.
Roll Back Records
101
Failed interviews of Screen, Record-triggered, Schedule-triggered, and Autolaunched flow type can be viewed in the list view in Setup.
Failed Flow Interviews
102
Flows can be debugged using the option.
‘Debug’
103
When an is encountered in a flow interview, an email is sent to either the user who last modified the flow or the Apex exception email recipients.
unhandled error
104
Clicking on the failed flow link in the email opens up the
saved flow interview in Flow Builder
105
The Errors and Warning Pane in Flow Builder displays issues in the flow configuration that may prevent the flow from
saving or activating successfully
106
If an action encounters an error in a process or flow, any successful record changes will be saved if the action supports
partial save
107
When an action that supports partial save fails, Salesforce attempts to complete the remaining actions in a bulk operation up to times.
three (3)
108
Flow Builder supports for record-triggered flows. The can be used to manage and run tests for the flow.
automated testing, View Tests button
109
When creating a test, the test and path to execute are defined.
trigger
110
Assertions are defined to verify that the flow operation generated expected results. True or False?
True
111
To run the test, a option is used, which is available on each test on the Tests table.
Run Test and View Details
112
What is the Salesforce Orchestrator used for?
The Salesforce Orchestrator can be used to create an app with multi-step processes that interact with multiple users called Orchestration.
113
An Orchestration is composed of the following:
-Stages
-Steps
-Flows
-Orchestration Work Items
-Omni-Channel Routing with Work items
114
What are Orchestration steps?
Steps are categorized as either interactive or background. An interactive step is assigned to a user, group, or queue as it requires user interaction. A background step launches an autolaunched flow and requires no user interaction.
115
What are Orchestration Stages?
A Stage groups related steps. Stages are executed successively. There can only be one in-progress stage in an orchestration at a time. Exit criteria determines when a stage is considered as complete.
116
Define the Flow part of Orchestration?
Each orchestration step runs an associated flow. Background steps call autolaunched flow while interactive steps assign a screen flow to a user, group, or queue. A flow can be opened from the orchestration page
117
Define what an Orchestration Work Item is?
When an interactive step runs, a work item is created and assigned to a user, group, or queue. Work items can be viewed in the Orchestrator Work Guide Lightning record page component. An email with a link to the specified record page is sent to all assignees.
118
Define Omni Channel Routing with Work Items related to Orchestration?
When an interactive step is assigned to a group or queue, it can be routed via Omni-Channel using custom logic. Assigned users receive notifications both by email and through the Omni-Channel widget, improving real-time work management.
119
What are some use cases for when Orchestrator should be used?
-Advanced Approval Process
-Shipment Processing Systems
-HR Onboarding Process that includes multi step and multi user tasks
-Group Task List
120
What are the two different Orchestration types?
Auto launched Orchestration and Record Trigger Orchestration
121
Evaluation flows
122
An is a running instance of an orchestration. An orchestration run has an associated status and log milestones.
orchestration run
123
What is an Orchestration Status?
The status determines the state of an orchestration run. The status values include Not Started, In Progress, Completed, Discontinued, Canceled, and Error.
124
What is an Orchestration Milestone?
The milestones indicates whether the orchestration run has started and been completed. The values include “Start Run” and “End Run”.
125
In-progress orchestrations can be cancelled from the orchestration runs list view True or False?
True
126
The orchestration run ID is accessible through the system variable. This can be utilized to fire a Flow Orchestration Event platform event and wake up the associated paused orchestration run.
$Orchestration.Instance
127
Orchestration items are listed on the component and . Work items can be reassigned from one user to a different user, group, or queue.
Orchestrator Work Guide, Orchestration Work Items list view
128
What must be considered when deploying an Orchestration?
-An org-wide email address needs to be set up (if not yet done already) to receive emails from Orchestrator.
-The flow orchestration and all its referenced flows must be activated before they can be added as change set components. After adding them to one outbound change set and deploying to the target org, the associated flows are activated first, and then the orchestration is activated in the target org.
-A package can be created to move an orchestration from one org to another.
129
What is an Orchestration Order?
The order in which record-triggered orchestrations are executed can be controlled using the Flow Trigger Explorer.
130
What is Orchestration History?
The logs of milestones and statuses from the Orchestration run.
131
What debug information is provided for Orchestration?
Debug information for orchestration includes details similar to flow debug logs and details on milestones for orchestrations, stages, steps, and work items details.
132
Failed orchestrations can be reviewed and debugged from the page in Setup.
Paused and Failed Flow Interviews
133
What is the key different between Flow and Orchestrator?
A flow automates simple to complex business process by collecting data and triggering actions like record updates, sending email, record creation among many others in a Salesforce org or an external system. Flows are record-centric.
An orchestration combines and coordinates a series of flows to create advanced and automated business processes. Orchestrations are user-centric.
134
Flow Orchestration objects are now available in Object Manager in Setup. Allows customization by adding custom fields and custom relationships. What are the Objects?
Flow Orchestration Run
Flow Orchestration Stage Run
Flow Orchestration Step Run
Flow Orchestration Work Item Objects
135
In Summer ‘24, running flow orchestrations can be ; failed orchestration can also be resumed. (i.e. loan processing to accommodate additional customer documentation before resuming.)
suspended and resumed
136
Ownership of Work Items: When an interactive step is assigned to a queue, the work item owner is the queue if it supports the Orchestration Work Item object; otherwise, the owner remains the automated process user. True or False
True
137
Salesforce provides the Migrate to Flow tool in Setup to automatically convert a to a corresponding record-triggered flow.
workflow rule
138
The migration tool will create a flow with recommended settings based on the workflow rule’s configuration. True or False?
True
139
The Migrate to Flow tool also supports converting into their corresponding record-triggered flows.
record-change processes
140
Migrate a process that uses custom metadata references in formulas. After the migration, the custom metadata is used in flow formulas but cannot configure it using resource picker. True or False?
True
