Workflow/Process Automation Flashcards
In Process Builder, what action can start a Flow?
- A record change process starts when a record is created or updated.
- An event process starts when a platform event message is received.
- An invocable process starts when something else, like another process, invokes it.
What actions can a process trigger if all conditions are met?
- Create a record of any object type
- Update any related record—not just the record or its parent
- Use a quick action to create a record, update a record, or log a call
- Invoke a process from another process
- Launch a flow—you can’t schedule this action with workflow
- Send an email / Send a custom notification / Post to Chatter
- Submit a record for approval
In what order does Salesforce Evaluate the different automation processes?
- Validation rules
- Assignment rules
- Auto-response rules
- Workflow rules and processes (and their immediate actions)
- Escalation rules
A record change can trigger more than one process. You can’t determine which process starts first.
When do Processes Evaluate Record Changes?
- A record is saved or created. (Records created after the process only)
- A standard object in a master-detail relationship is reparented.
- Leads are converted if Require Validation for Converted Leads is enabled.
- Another process, workflow rule, or flow updates the record in the same save operation, if the process is configured to reevaluate records.
Processes can reevaluate records up to five times in one save operation. In a batch update, processes reevaluate only changed records.
When Processes Don’t Evaluate Record Changes?
- Campaign statistic fields, such as individual or campaign hierarchy statistics, are updated.
- Picklist values are mass replaced.
- Address fields are mass updated.
- Divisions are mass updated.
- Territory assignments of accounts and opportunities are modified.
- Self-Service, Customer, or partner portals users are deactivated.
- State and country/territory data are converted with the Convert tool.
- Values for state and country/territory picklists are modified using AddressSettings in the Metadata API.
What should you do when you replace a workflow rule with a process?
Deactivate the workflow rule before you activate the process. Otherwise, you can get unexpected results, such as overwritten records or redundant email messages. This best practice also applies when you replace an Apex trigger with a process.
Best Practice tip:
For each object, use one automation tool.
If an object has one process, one Apex trigger, and three workflow rules, you can’t reliably predict the results of a record change.
Best Practice Tip:
Have only one record-change process per object.
- Instead, create one consolidated record-change process for an object, (one Master Process to invoke other processes:
- Avoid hitting limits
- Determine the order of operations
- See all the criteria that are evaluated each time that object’s records are updated
Tip: Installed Processes
If you install a non-template process from a managed package, you can only activate or deactivate it. If the process is a template, you can view and clone it, and you can edit the clone.
Tip: Active Processes
After you activate a process, you can no longer edit it.
Tip: Deleting Processes
You can’t delete a process when it has unexecuted groups of scheduled actions. The workaround is to delete the unexecuted groups of unscheduled actions.
Tip: Processes in Transactions
Each process runs in the context of a transaction. A transaction represents a set of operations that are executed as a single unit. When a process is triggered more than once in a single transaction, Salesforce executes similar actions in one batch.
What is Salesforce Flows?
A flow is the part of Salesforce Flow that collects data and performs actions in your Salesforce org or an external system.
What are the 2 types of flows that Salesforce Flow provides?
- Screen flows ( Ex. guided tutorial or wizard with screens.
- Auto-launched flows. (add automation to your page or app to perform an action to a record when a user clicks a button.
Ursa Major Solar created an action that sends a follow-up email to the customer two days after a case is closed. The administrator wants to verify that the process functions correctly.
Which queue should the administrator view to monitor pending actions?
The Process Action Queue shows process actions and
the administrator would be able to monitor pending process actions in this Queue.
Ursa Major Solar has an auto-response rule to send emails when a customer submits a new case and an assignment rule to determine case ownership for new cases. In addition, the case object has validation rules to ensure that each case includes values for all fields needed by its owner to resolve the case.
In which order does Salesforce process the immediate actions associated with workflow rules and related business automation for a newly created record?
- VALIDATION RULES,
- ASSIGNMENT RULES,
- AUTO-RESPONSE RULES,
- WORKFLOW RULES,
- ESCALATION RULES
- *Ursa Major Solar has a team of account managers that requested email alerts any time an opportunity or case is created on accounts that they own.**
- *What is the minimum number of workflows needed to accomplish this task?**
TWO WORKFLOW RULES WITH ONE EMAIL ALERT EACH
Each workflow rule applies to a single object. Opportunity and/or case would need a separate workflow for each object.
Ursa Major Solar has created an automated approval process to quickly communicate and improve their customer service. What are two final approval actions in an approval process?
- CREATE A CHATTER POST
- ADD AN EMAIL ALERT
- SEND AN OUTBOUND MESSAGE
- CALL APEX
2. ADD AN EMAIL ALERT
3. SEND AN OUTBOUND MESSAGE
Ursa Major Solar wants to assign a task automatically to account managers when a customer’s agreement is about to expire. How should an administrator configure this functionality?
Create a Time-based Workflow on Account with a
rule criteria of Agreement End Date > TODAY().
- *An administrator created a workflow rule that sends email alerts when a case with a high priority is created. A new support engineer who works remotely at Ursa Major Solar complains about not receiving the email alerts. All other users at Ursa Major Solar receive these email alerts. How can an**
- *administrator troubleshoot this issue?**
Verify the user’s email address
Ursa Major Solar wants to create a workflow rule
to send an email alert to members of its board of
directors, none of whom use Salesforce. How
many of the board members can be added to a
single email alert?
Up to 5 additional email addresses can be added to the email alert.
Flow
An application that can execute logic, interact with
the Salesforce database, call Apex classes, and
collect data from users.
Which of these automation tools can be used to delete records?
- PROCESS BUILDER
- FLOW BUILDER
- WORKFLOW
- APPROVALS
FLOW BUILDER
These automation tools can create records.
Which 2 tools can only create tasks?
- PROCESS BUILDER
- FLOW BUILDER
- WORKFLOW
- APPROVALS
WORKFLOW & APPROVALS
