Workflow Flashcards
(8 cards)
1
Q
Workflow
A
Allows me to automate standard internal procedures and processes to save time across my org
2
Q
Workflow Rule
A
- The main container for a set of workflow instructions
- Eets workflow actions into motion when its designated conditions are met
- I can configure workflow actions to execute immediately when a record meets the conditions in my _____________, or set time triggers that execute the workflow actions on a specific day
- If a workflow action hasn’t executed yet, I can view and modify it in the workflow queue
- These instructions can always be summed up in an if/then statement
- Ex: IF it’s raining, THEN bring an umbrella
3
Q
Workflow Action
A
- Fires when the conditions of a workflow rule are met
- Ex: E-mail alert, field update, outbound message, or task
4
Q
E-mail Alert
A
- Actions that send emails, using a specified e-mail template, to specified recipients
- Workflow alerts can be sent to any user or contact, as long as they have a valid email address
5
Q
Field Update
A
An action that automatically updates a field with a new value
6
Q
Flow
A
- An application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users
- I can build flows by using Flow Builder
7
Q
Flow Trigger
A
- A workflow action that launches a flow
- With these, I can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code
- The pilot program for these type of workflow actions is closed
- If I’ve already enabled the pilot in my org, I can continue to create and edit workflow actions
- If I didn’t enable the pilot in my org, use Flow Builder to create a record-triggered flow, or use Process Builder to launch a flow from a process
8
Q
Outbound Message
A
- Sends information to a designated endpoint, like an external service
- These are configured from Setup
- I must configure the external endpoint and create a listener for the messages using the SOAP API
