Workflow and Automation Flashcards
Flow type to use when a new case is created
Record triggered flows (record is created)
Flow type to use when a lead’s status field is changed.
Record-triggered (record is updated)
A validation rule is for
date integrity to make sure the values entered by users adhere to a certain standard or requirement
An approval process is used to
automate a business process that requires record approval by one or more users
An assignment rule is used to
assign a lead or case record to a user automatically
Flow type to use when an account is created or the account priority field is changed.
Record triggered (record is created or updated)
Flow type to use when a contact is deleted
Record triggered (record is deleted)
Flow type to use a week after a quote is created.
Record-triggered (Add a scheduled path to the record-triggered flow, this is still creation of a record)
Flow type to use every saturday at midnight
A schedule triggered flow (At a specified time and frequency)
Flow type to use When a customer enters contact information into a flow screen and clicks the Next button.
Screen Flow (A user has clicked a button on a form)
Flow type to use whne an employee clicks Request PTO on their employee record (Opens a form to complete)
Screen (User has clicked a quick action button)
Flow to use when a user clicks a complete sale button after closing an opportunity and you want to start backgrond automations, such as updating records and emailing stakeholders
Autolaunched (When a user clicks a custom button or link)
Flow to use when a flow executes another flow within the same running instance to reduce repetition within the main flow
Autolaunched or screen (Flow called by another flow)
Flow to use when an apex class is triggered by a change to an opportunity’s stage
Autolaunched
Flow to use when a printer runs out of ink
Platform-event trigger
