Workflow/Process Automation (Obj 1) Flashcards
Cosmic Fortuna has an internal employee portal (not Salesforce) that is regularly accessed by its sales and support teams. During a business requirements discussion session with the company’s Salesforce administrator, the sales team has requested that, when a high-value opportunity is closed by a sales representative, a message congratulating them be displayed in the portal. Which automated action can the administrator associate with a workflow rule to achieve this? (1)
A.) Field Update
B.) Email Alert
C.) Task
D.) Outbound Message
D.) Outbound Message
The Admin for Mountaineer Apparel is using workflow to automate ordering inventory. What are the types of actions the Admin can use with workflow? (1)
A.) Field update, task creation, email alert, and outbound message
B.) Field update, task creation, email alert, and record creation
C.) Field update, event creation, email alert, and record update
D.) Field update, task creation, email template, and outbound message
A.) Field update, task creation, email alert, and outbound message
The Admin for Global Shipping is utilizing Process Builder to automate business processes to increase productivity. What is true about what happens after Process Builder executes actions? (2)
A.) The process can only evaluate the next criteria when an action group contains scheduled actions
B.) The process can only evaluate one criteria
C.) The process can stop after actions execute or continue evaluating the next defined criteria
D.) The process can evaluate multiple criteria
C.) The process can stop after actions execute or continue evaluating the next defined criteria
D.) The process can evaluate multiple criteria
An Admin will be creating several workflow rules for custom objects. What actions are possible using workflow? (2)
A.) Update a field to a new value using a formula
B.) Create a new detail record related to a master record
C.) Create an event and assign to a certain user
D.) Update a field on the master record when a field on the detail record changes
A.) Update a field to a new value using a formula
D.) Update a field on the master record when a field on the detail record changes
A service manager wants to send an email reminder to customers who have failed their energy audit to schedule another audit after they have completed the required modifications. They want this to be done weekly for all the records that still have a failed audit status. How can an Admin easily fulfill this requirement? (1)
A.) Create a scheduled flow for the set of records that have a failed audit status to send an email
B.) Create a workflow to select the records with a failed audit status and associate a workflow action to send an email
C.) Create a process using Process Builder to select the records with a failed audit status and send an email reminder
D.) Create a batch Apex for the records that failed the energy audit and schedule Apex to send the email
A.) Create a scheduled flow for the set of records that have a failed audit status to send an email
What does the Admin need to be aware of when using Email Alerts? (1)
A.) Email alerts use email templates that need to be set up previously
B.) The email content can be set when creating the email alert
C.) Email alerts can only be sent to users and roles
D.) Only text-based emails can be sent with email alerts
A.) Email alerts use email templates that need to be set up previously
A workflow rule is set up to create a task for sales rep to do a follow-up call when a member of the prequalification team updates the information of a potential client as qualified. The sales manager wants an automated solution that creates a record of a custom object for each qualified client. What automation solutions can be used to meet this business requirement? (2)
A.) Create an approval process that creates a new record of the custom object.
B.) Create a flow using Flow Builder that creates a new record of the custom object
C.) Create a workflow rule that creates a new record of the custom object
D.) Create a process using Process Builder that creates a new record of the custom object.
B.) Create a flow using Flow Builder that creates a new record of the custom object
D.) Create a process using Process Builder that creates a new record of the custom object
Chris is a Salesforce Admin for Indiana Global Finance Corporation. He recently had a meeting with the marketing manager who requested that if leads score more than 45 points, the lead status should be updated to ‘Qualified’, a task should be assigned to the lead owner, and an email notification should be sent to all the marketing team members. The marketing manager wants this process to be automated when a lead record is updated. Which automation solution would best meet this requirement? (1)
A.) Use Flow Builder to create a flow with multiple actions.
B.) Use Process Builder to create one process with multiple actions.
C.) Create one workflow rule with three actions for an email alert, task creation, and field update.
D.) Create three different workflow rules to automate the required actions
A.) Use Flow Builder to create a flow with multiple actions.
John modifies a record in Salesforce. This modification triggers a workflow rule for immediate execution that includes a field update on the current record. After the execution is complete, what user will be listed under the ‘Last Modified’ field of this record? (1)
A.) The designated workflow user
B.) John
C.) The default workflow user
D.) The last user to modify the record prior to John
B.) John
Cosmic Solutions has a custom object called Weekly Employee Summary, which stores a summary of employee data that is tracked in Salesforce, such as hours worked and wage totals. An auto launched flow has been built to calculate this information and create a new Weekly Employee Summary record for each employee every time it is run. Currently, an Admin needs to run this flow manually once a week. They would like this flow to be run automatically in the future. Which solutions would meet this requirement? (2)
A.) Create a workflow rule that launches the flow weekly
B.) Invoke the flow from an Apex job that runs weekly
C.) Replace the auto launched flow with a schedule-triggered flow
D.) Use Process Builder to invoke the flow to run weekly
B.) Invoke the flow from an Apex job that runs weekly
C.) Replace the auto launched flow with a schedule-triggered flow
An Admin is working in an org with multiple Validation, Escalation, Assignment, and Workflow rules. What is the correct sequence of rules that are processed that the admin needs to keep in mind? (1)
A.) Assignment rules, Workflow rules, Validation rules
B.) Escalation rules, Assignment rules, Workflow rules
C.) Validation rules, Assignment rules, Workflow rules
D.) Escalation rules, Validation rules, Workflow rules
C.) Validation rules, Assignments rules, Workflow rules
An Admin is considering the use of workflow rules for a new custom object Application. When are workflow rules evaluated? (1)
A.) Before auto-response rules
B.) After triggers
C.) Before triggers
D.) Before assignment rules
B.) After triggers
What action is possible with Workflow that is not possible with Process Builder? (1)
A.) Send an email
B.) Send an outbound message
C.) Create a record
D.) Field update
B.) Send an outbound message
If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria. Which option should be used to meet the requirement? (1)
A.) Create two workflow rules, each with its own action
B.) Create one workflow rule with two workflow actions
C.) Create one process using Process Builder
D.) Define two processes using Process Builder
C.) Create one process using Process Builder
Cosmic Global wants to ensure that no opportunities are lost if a sales rep forgets to follow up. At least 200 records are being created a day. A reminder task should be created automatically 15 days after the ‘Created Date’ of the opportunity. Which automation feature can be used to address the requirement declaratively considering the risk of exceeding governor limits per transaction? (1)
A.) Flow Builder
B.) Apex Trigger
C.) Big Deal Alert
D.) Process Builder
A.) Flow Builder
John Lobo is an Admin at Global Solution Inc. He has created a workflow rule to perform a status update on the Case record on insertion. The Support manager then requested him to add a time dependent action to trigger an email alert if the case with open status is not closed 7 days after opening. John tried to add a new action, however he is unable to do it. What could be the possible reason? (1)
A.) Time dependent workflow actions cannot be added to an existing rule. John must create a new workflow rule.
B.) John can’t add time-dependent workflow actions to active workflow rules. Deactivate the workflow rule first, add the time-dependent workflow action, and reactivate the rule.
C.) John should not add a time dependent workflow action to an existing workflow rule; he should use a workflow queue to create one.
D.) John should open a case with Salesforce support to add a time dependent workflow action.
B.) John can’t add time-dependent workflow actions to active workflow rules. Deactivate the workflow rule first, add the time-dependent workflow action, and reactivate the rule.
Sam, the sales manager, wants to automatically update the ‘Discount’ field on opportunity records that are created or updated, depending on the value of the ‘Expected Revenue’ field. Which automation tool is the best one to use for this requirement? (1)
A.) Workflow Rule
B.) Approval Process
C.) Flow
D.) Validation Rule
C.) Flow
Universal Outfitter’s Admin has created a workflow rule for the Account object. What happens to existing Account records if a workflow rule is added after they have been created? (1)
A.) Existing records are only processed if the rule is set to trigger only when a record is created
B.) It depends on whether the ‘Run on Existing Records’ option was selected on the workflow rule
C.) Existing records are only processed if they are updated and subsequently meet the workflow criteria
D.) Existing records are put in the workflow queue and processed if they meet the workflow criteria
E.) Existing records are put in the workflow queue and processed if they meet the workflow criteria
C.) Existing records are only processed if they are updated and subsequently meet the workflow criteria
The sales manager needs to be notified when large opportunities are nearing the Closed Won stage. What can an Admin create or use to fulfill this requirement? (3)
A.) Create a workflow rule and email alert
B.) Use the opportunity escalation rule
C.) Create a process in Process Builder to send a notification
D.) Create a flow to send the email
E.) Create a workflow rule, email template, and email alert
C.) Create a process in Process Builder to send a notification
D.) Create a flow to send the email
E.) Create a workflow rule, email template, and email alert
Sandeep, the Admin at Cosmic Computers, created a new workflow rule. The new workflow creates a reminder task for the case owner, with a reminder date 7 days away when a case has its status updated to ‘Working’. After the new workflow has been activated, Sandeep discovers in his testing, that no reminder task is being created as expected when he updates a case status to ‘Working’. What might explain this? (1)
A.) The rule evaluation criteria is set to ‘Created’ only
B.) The rule evaluation criteria is set to ‘Every Time a Record is Edited’ only
C.) The rule evaluation criteria is set to ‘Created, and Any Time it’s Edited to Subsequently Meet Criteria’
D.) The rule evaluation criteria is set to ‘Created, and Every Time it’s Edited’
A.) The rule evaluation criteria is set to ‘Created’ only
Cosmic Lights uses the standard Contact object to store information about people associated with B2B companies who purchase the products manufactured by the company. A custom object is used to store information about sales orders. When a person associated with a company purchases a product, a custom field on that person’s contact record is updated by a salesperson manually. When this field is updated, a Salesforce survey should be sent to the person to gather certain information, such as the reason behind the purchase and how their previous purchases influenced the recent purchase decision. What solution should be recommended to meet this requirement? (1)
A.) Create a process using Process Builder that executes an action type called ‘Send Survey Invitation’ when the value of the custom field changes.
B.) Create on outbound message that is sent to a third-party survey application when the value of the custom field changes.
C.) Create an Apex trigger that sends a survey invitation to the contact when the value of the custom field changes.
D.) Create a flow that sends a survey invitation to the contact automatically when the value of the custom field changes.
D.) Create a flow that sends a survey invitation to the contact automatically when the value of the custom field changes.
A Sales manager would like to have an email alert sent to all the sales team members every time an opportunity with an amount greater than $75,000 is updated by a sales representative. The Admin is creating a workflow rule to meet the requirement. What should be the evaluation criteria of the workflow rule? (1)
A.) When a record is created, and every time it’s edited
B.) When a record is created, and any time it’s edited to subsequently meet criteria
C.) When a record is created
D.) Every time a record is edited
A.) When a record is created, and every time it’s edited
An Admin has been asked to create a workflow rule that will send an email alert to the opportunity owner and senior management when an opportunity has an amount greater than $100,000. Also, a follow-up task should be created for the opportunity owner if the deal is still open when the close date passes. What evaluation criteria and action should the Admin choose? (1)
A.) Every time a record is created and any time it’s edited to subsequently meet criteria, and associate an email alert and a workflow task
B.) Every time a record is created and any time it’s edited to subsequently meet criteria, and associate an outbound message
C.) Every time a record is created/edited and associate a workflow email alert
D.) Every time a record is created and associate a workflow task
A.) Every time a record is created and any time it’s edited to subsequently meet criteria, and associate an email alert and a workflow task
A sales rep should be sent an email if a high priority case is created for an account that they own. Which of the following can be used to address the requirement? (1)
A.) Create an auto-response rule to send an email alert to the account owner
B.) Create a workflow rule to send an email alert to the account owner
C.) Create an escalation rule to notify the account owner
D.) Enable field history tracking to send an email alert to the account owner
B.) Create a workflow rule to send an email alert to the account owner
