Workflow/Process Automation (Obj 2, 3) Flashcards by Kristen Riley

Before closing a case, support agents should be able to use a flow for a customer survey. Which flow element can be used to collect customer feedback? (1)

A.) Quick Action

B.) Assignment

C.) Apex Action

D.) Screen

How well did you know this?

Not at all

Perfectly

Which users can approve or reject email approval requests via email? (1)

A.) Approvers specified in the approval process only

B.) No users can approve or reject a request via email

C.) Approvers specified in the approval process and all delegated approvers

D.) All active users

C.) Approvers specified in the approval process and all delegated approvers

How well did you know this?

Not at all

Perfectly

John Keith is the Admin. His company would like to implement an approval process to automate the approval to close a case. The support engineer can close the case when the approval has been confirmed by the support team lead, support assistant manager or the support manager. How can John implement this? (1)

A.) An Approval process should be set up to have three different steps each for the team lead, assistant manager and support manager

B.) An approval process with First Response approval should be implemented to send the record to multiple approvers in one step

C.) An approval process with Unanimous approval should be implemented to send the record to multiple approvers in one step

D.) Three approval processes should be set up, one each for the support team lead, support assistant manager and support manager

B.) An approval process with First Response approval should be implemented to send the record to multiple approvers in one step

How well did you know this?

Not at all

Perfectly

Which of the following statements are true regarding a delegated approver? (2)

A.) Delegated approvers can reject an approval request.

B.) Delegated approvers can reassign approval requests.

C.) A delegated approver is specified while defining an approval process.

D.) A delegated approver is appointed by an assigned approver.

A.) Delegated approvers can reject an approval request.

D.) A delegated approver is appointed by an assigned approver.

How well did you know this?

Not at all

Perfectly

An Admin is building an auto launched flow that automatically creates a number of related coupon records based on the value of a field on the parent campaign record. When a test run is performed using the Debug mode in Flow Builder, what should be done to delete the generated test coupons? (1)

A.) Enable the rollback mode in the ‘Debug options’ when debugging the flow.

B.) Create an invocable Apex method and invoke it in a separate branch of the flow.

C.) Add the ‘Delete Records’ element in the flow to handle the record deletion.

D.) Nothing, since records are automatically deleted when flows are run in debug mode.

A.) Enable the rollback mode in the ‘Debug options’ when debugging the flow.

How well did you know this?

Not at all

Perfectly

What is the impact of a currently active flow when a new flow version is being activated? (1)

A.) The currently active version will prevent the new flow from activating.

B.) The currently active version will be automatically deactivated.

C.) The currently active version will be automatically deleted.

D.) The currently active version will run together with the new flow.

B.) The currently active version will be automatically deactivated.

How well did you know this?

Not at all

Perfectly

During a meeting with sales managers, the Admin is asked the different ways that they can approve or reject discounts. Where can approval requests be approved or rejected? (3)

A.) Chatter

B.) Salesforce mobile app

C.) Via email

D.) Approval Processes in Setup

E.) Approver Settings

A.) Chatter

B.) Salesforce mobile app

C.) Via email

How well did you know this?

Not at all

Perfectly

An organization uses a screen flow in a Lightning community in order to capture event cancellation requests. It would like to add another step in the flow to allow external users to request a refund or reschedule the event. What flow element is the most appropriate for this use case? (1)

A.) Loop

B.) Subflow

C.) Apex Action

D.) Assignment

B.) Subflow

How well did you know this?

Not at all

Perfectly

The Admin of Cosmic Express needs to build a flow that updates a custom checkbox field named ‘Review Required’ on any opportunity record if the value of its ‘Amount’ field is greater than $100,000 and it reaches the ‘Closed Lost’ stage. Which element can be used to directly update the custom field while specifying the needed filter criteria based on the requirement? (1)

A.) Update Records

B.) Update Values

C.) Get Records

D.) Core Action

A.) Update Records

How well did you know this?

Not at all

Perfectly

Cosmic HR Services has a flow that runs on leads from companies with more than 500 employees which are created via data imports, third-party integration, and manual input. The flow updates the ‘Telesales Representative’ custom field value of the first 50 leads to Sales Agent A. The flow loops again through the remaining leads that do not have ‘Telesales Representative’ values and updates the field to Sales Reps B, and so on. Which elements are required to be in the flow? (3)

A.) Collection Sort

B.) Subflow

C.) Loop

D.) Assignment

E.) Screen

A.) Collection Sort

C.) Loop

D.) Assignment

How well did you know this?

Not at all

Perfectly

An Admin has written an approval process for the finance director to approve expense reports. Which of the following are final approval actions the Admin can choose? (3)

A.) Record Creation

B.) Field Update

C.) Call Apex

D.) Email alert

E.) Task

B.) Field Update

D.) Email alert

E.) Task

How well did you know this?

Not at all

Perfectly

A flow encountered an error in an org and sent an email notification to an Admin. The Admin. would like to debug the failed flow interview in Flow Builder. However, a link to the flow interview was not included in the sent email. Which of the options below could be possible reasons? (2)

A.) The flow belongs to a managed package and is not a template.

B.) The error was caused by an Action element in a screen flow.

C.) The status field of the flow is not set to ‘Draft’ or ‘InvalidDraft’.

D.) The flow interview came from a platform event-triggered flow.

A.) The flow belongs to a managed package and is not a template.

D.) The flow interview came from a platform event-triggered flow.

How well did you know this?

Not at all

Perfectly

Which of the following statements are true about the ‘Variable’ resource available in the Flow Builder? (2)

A.) It can hold values that can be changed at any point in the flow.

B.) It can hold multiple field values for multiple records.

C.) It can hold only a single field value for a single record.

D.) It can hold multiple values of multiple data types.

A.) It can hold values that can be changed at any point in the flow.

B.) It can hold multiple field values for multiple records.

How well did you know this?

Not at all

Perfectly

The sales and support agents of Cosmic Supermarket frequently create account records manually in Salesforce. If the ‘Billing State’ of a new account is ‘New York’, then an email should be sent immediately to the manager of the account owner. In addition, a new task should be created and assigned to the account owner to reach out to the primary contact associated with the account. However, the task should only be created one week after the creation of the account. An Admin has decided to build a record-triggered flow for this requirement. What can be added to the flow to create the task record at a dynamically scheduled time? (1)

A.) Apex Action

B.) Scheduled Path

C.) Trigger

D.) Time-Dependent Action

B.) Scheduled Path

How well did you know this?

Not at all

Perfectly

Which of the following can be used to launch a flow created using Flow Builder? (3)

A.) Validation Rule

B.) An updated or created Record

C.) Custom Button

D.) Process Builder

E.) Workflow

B.) An updated or created Record

C.) Custom Button

D.) Process Builder

How well did you know this?

Not at all

Perfectly

Quotes that are discounted more than 20% need Sales Director approval. How can this requirement be met? (1)

A.) Create an Approval Process on the quote with an entry criteria on the quote discount percentage

B.) Create an Approval Process on the opportunity with an entry criteria on the opportunity discount percentage

C.) Create a Validation Rule to check the discount percentage

D.) Create a Workflow to assign the quote to the Sales Director.

A.) Create an Approval Process on the quote with an entry criteria on the quote discount percentage

How well did you know this?

Not at all

Perfectly

The finance department at Universal Rentals would like the Admin to implement manager approvals for Paid Time Off requests. What is true regarding the approval process capabilities? (2)

A.) Approval requests can only be assigned to users

B.) Records are always locked for all users during an approval process

C.) Approval requests can be sent via Chatter for any standard or custom object that has been enabled for feed tracking

D.) If enabled, an approver can receive and reply to approval requests via email

C.) Approval requests can be sent via Chatter for any standard or custom object that has been enabled for feed tracking

D.) If enabled, an approver can receive and reply to approval requests via email

While designing a flow in the Flow Builder, which resource allows creating a container to hold multiple field values related to a single record? (1)

A.) Variable

B.) Record Variable

C.) Record Collection Variable

D.) Collection Variable

B.) Record Variable

An Admin is trying to use the Flow Builder to build a flow that allows support agents to upload files while gathering information from customers. Which of the following can be used in a flow for this use case? (1)

A.) Apex

B.) Quick Action

C.) Local Action

D.) Screen Component

Hathway Inc. is using Salesforce to support their global marketing operations. The Marketing manager requested their Admin to automate the business flow so that marketing users need to get permission from their manager before they convert a Lead. How can the Admin achieve this? (1)

A.) Create a Workflow rule to create a Task to request approval from the manager

B.) Create an Approval Process marking the manager as an approver along with a new Lead Record Type that only displays the Convert button when the lead is approved

C.) Create an Approval Process and mark the manager as an Approver

D.) A validation rule is sufficient to ensure approval from a manager

B.) Create an Approval Process marking the manager as an approver along with a new Lead Record Type that only displays the Convert button when the lead is approved

Cosmic Supermarket uses a custom object called ‘Warehouse’ to store information in Salesforce about the company’s warehouses. A custom Lightning record page has been created to allow users to view and edit warehouse information. Each warehouse record contains information about multiple warehouse managers and their email addresses. Each warehouse manager is assigned to one or more categories of products. Users who can access a warehouse record should be able to send an email to warehouse managers by specifying one or more product categories. In order to meet this requirement, an Admin is creating a screen flow that can be launched using a quick action on the Lightning page. Which of the following should be considered to ensure that the flow gets the required information from the warehouse record to send the email? (1)

A.) The flow should use a record variable named ‘recordId’ that is available for input.

B.) An element needs to be added to the flow to get the warehouse record.

C.) An Apex action is required in the flow to access the warehouse record.

D.) The Lightning page needs to be edited to enable passing the warehouse record to the flow.

A.) The flow should use a record variable named ‘recordId’ that is available for input

Which of the following are used while designing a flow in the Flow Builder? (3)

A.) Events

B.) Resources

C.) Connectors

D.) Workflows

E.) Elements

B.) Resources

C.) Connectors

E.) Elements

The Sales manager of Cosmic Solutions has been assigned a task to create an automated system for processing discounts on Opportunities. Discount rates of up to 40% require the Sales Manager’s approval. If the discount rate is more than 40%, it requires the CEO’s approval. Which Salesforce automation solution is appropriate for this scenario? (1)

A.) Schema Builder

B.) Workflow Rules

C.) Process Builder

D.) Approval Process

Which of the following can be addressed using a flow? (3)

A.) Collecting input from an end-user through a form

B.) Invoking a process created using Process Builder

C.) Creating and deleting records of two unrelated objects

D.) Sending an outbound message when criteria are met

E.) Running custom validation before allowing a record to be saved

A.) Collecting input from an end-user through a form

C.) Creating and deleting records of two unrelated objects

D.) Sending an outbound message when criteria are met

An Admin is building a record-triggered flow that needs to automatically add line items to an opportunity. In addition, based on the value of a custom field on the opportunity record, the flow should update records of an external object stored on the Heroku platform. However, an error is encountered when the flow tries to create Salesforce records and update the external records in the same transaction. Which of the following should be used to resolve the issue? (1) A.) Enable the 'Uses External Object' option by editing the 'Start' element of the flow. B.) Ensure that the external object's records are updated before new Salesforce records are created. C.) Update the external object's records using an asynchronous path. D.) Use a screen flow to run the two operations in different transactions.

C.) Update the external object's records using an asynchronous path.

The Admin of Cosmic Solutions is building a flow that should be triggered after an account record is updated. When the rating of an Account record changes to 'Hot', the flow should automatically send an email to the account manager and send related data to an enterprise resource planning system using Apex code. When the rating changes to 'Cold', it should only send an email to the account manager. Without using the 'Is Changed' operator, which of the following represents the correct way of configuring the outcomes in the Decision element of the flow for this use case? (1) A.) Each outcome should include a condition that checks a custom field that stores the previous value of the 'Rating' field. B.) Each outcome should be configured to check if the value of the $CHANGED global variable is true. C.) Each outcome in the element should be configured to execute 'only if the record that triggered the flow to run is updated to meet the condition requirements'. D.) Each outcome in the element should be configured to execute 'if the condition requirements are met'.

C.) Each outcome in the element should be configured to execute 'only if the record that triggered the flow to run is updated to meet the condition requirements'.

The support agents of Cosmic Support Services recently started using Lightning Experience for case management. The CTO of the company would like to implement a call script that walks agents through the process of creating a case in order to streamline their workflow. The script should allow an agent to capture customer information, look for an existing contact, create a contact if it doesn't exist, and finally, create a case based on the details provided by the customer. Which of the following represents the best solution to meet this requirement? (1) A.) Create a custom flow that uses elements including Screen, Get Records, and Create Records. B.) Use a prebuilt flow named 'Create a Case' and customize it if required. C.) Use a prebuilt flow named 'Auto Case Creator' and customize it if required. D.) Create a custom flow that uses elements including Screen, Loop, and Update Records.

B.) Use a prebuilt flow named 'Create a Case' and customize it if required.

Universal Containers is building a custom clone functionality using a flow. In the flow, almost all fields from the source record will need to be copied into the new record. How would an app builder configure the 'Get Records' element to store record fields for this use case? (1) A.) Set element to automatically store all fields B.) Manually type in all the field references C.) Write a 'select all fields' query in the element D.) Select fields to store in separate variables

A.) Set element to automatically store all fields

After an Account Plan is completed it goes to a Sales Manager for approval. A Sales Manager has reviewed the plan but would like to update one of the fields in the plan before approving it. What is true regarding editing records that have been submitted for approval? (1) A.) It is possible for an approver to edit a record locked by an approval process B.) Only an admin can edit a record that is locked by an approval process C.) Once a record is submitted it is locked and cannot be edited D.) The Sales Manager would need to reject the record to unlock and edit it

A.) It is possible for an approver to edit a record locked by an approval process

Sales users of a certain company that offers professional services are allowed to adjust opportunity amounts when negotiating and trying to close deals with clients. However, if the deducted value is more than 10% of the original amount, the record should be automatically submitted for approval. How should this requirement be achieved using a flow? (2) A.) Build a record-triggered flow and use the $Record_Prior global variable to determine the previous Amount. B.) Create a Formula resource that calculates the percentage of the deducted value and use it in a Decision element. C.) Build a record-triggered flow and use the $Prior_Values global variable to determine the previous Amount. D.) Create a Formula resource that calculates the percentage of the deducted amount and use it in an Assignment element.

A.) Build a record-triggered flow and use the $Record_Prior global variable to determine the previous Amount. B.) Create a Formula resource that calculates the percentage of the deducted value and use it in a Decision element.

When the Rating of an account is set to "Cold", a record-triggered flow should update a certain field in all its related contacts. Which of the following demonstrates an efficient implantation of a Logic Element in Flow Builder to meet the requirement? (2) A.) Use the Bulk Element to set the field values of the contacts in bulk B.) Use the Decision Element to check if the account meets the criteria C.) Use the Assignment Element to set the value of a Contact field D.) Use the Loop Element to iterate through each Contact record

C.) Use the Assignment Element to set the value of a Contact field D.) Use the Loop Element to iterate through each Contact record

A single record can be created in Flow Builder using the 'Create Records' element. What is required when configuring the element to set record fields by using all values from a record? (1) A.) Constant B.) Record Variable C.) ID Variable D.) Screen

B.) Record Variable

Cosmic Repair Solutions recently started using Salesforce for case management. The support director of the company would like to implement a business process that is triggered automatically only when the status of a case record changes to 'Working'. It should automatically send an email to the manager of the support user who created the case, create a new record of a custom object called 'Case Log', and update a field on the Contact record related to the case. The Admin of the company has decided to define a flow for this requirement. When choosing the object in the flow, which option should be selected to run the flow for updated records? (1) A.) Only when a record is committed and meets the condition requirements B.) Any time a record is created or updated and meets the condition requirements C.) Every time the record is updated and meets the condition requirements D.) Only when a record is updated to meet the condition requirements

D.) Only when a record is updated to meet the condition requirements

An invocable method is used to perform a callout that retrieves the latest currency exchange rates from a third-party web service. After a record is created in a screen flow, the invocable method is executed, and the record is then updated with the data returned by the callout. Which of the following are valid statements regarding the Transaction Control settings of this flow? (2) A.) To avoid the uncommitted work pending error, the Transaction Control settings can be set to 'Always continue in current transaction'. B.) To avoid the uncommitted work pending error, the Transaction Control settings can be set to 'Always start a new transaction'. C.) If the method contains the 'callout=true' attribute, the Transaction Control settings can be set to 'Let the flow decide' for successful callouts. D.) If the method is not defined with a 'callout=true' attribute, the callout will still be successful as long as the setting is set to 'Let the flow decide'.

B.) To avoid the uncommitted work pending error, the Transaction Control settings can be set to 'Always start a new transaction'. C.) If the method contains the 'callout=true' attribute, the Transaction Control settings can be set to 'Let the flow decide' for successful callouts.

Universal Containers has a requirement to build a flow that will create orders and order products when an opportunity with opportunity products is 'Closed/Won'. In the flow, how should an Admin reference the ID of a newly created order in the 'Create Records' action for the order products to relate them to the order? (1) A.) Use an automatically generated variable from the 'Create Records' action for the Order B.) Connect the 'Create Records' action for the Order to the 'Create Records' action for the Order Product C.) Copy and paste the Order ID generated from the 'Create Records' action for the Order D.) Manually assign a variable in the 'Create Records' action for the Order as an output value

A.) Use an automatically generated variable from the 'Create Records' action for the Order

An Admin accesses Flow Builder to make final changes to flow before activating it. Where can the flow be quickly activated? (1) A.) Flow Detail page B.) Flow Builder interface C.) Flow Debug page D.) Flow Run page

B.) Flow Builder interface

Global Containers has two sales managers overseeing all sales representatives. These managers need to approve discounts greater than 25%. Discounts must be approved by both managers. How can the Admin meet this requirement? (1) A.) Approval Process (Unanimous Decisions) B.) Create Tasks to request approval C.) Approval Process (Based on First Response) D.) Send notification emails using Workflow

A.) Approval Process (Unanimous Decisions)

In an approval process, the approval is assigned to a queue. If all members of the queue need to be notified of the pending approval, what needs to be configured? (1) A.) Create a notification action in the approval process B.) Configure the queue to send an email to queue members C.) Create an email notification template D.) Enable email notifications in the approval process

B.) Configure the queue to send an email to queue members

An Admin for a digital marketing company has created a custom object, called Expense, and set its organization-wide default setting to Private. It will be used by employees for tracking and reimbursement of expense claims. A Lightning page was built to facilitate the reimbursement process. The page uses flow for querying Expense records from the different users across the role hierarchy in the org. However, it has been found during testing that the flow is unable to return records properly due to the sharing setting of the object and the role of the user accessing the page. What should be done to enable the application to retrieve all Expense records? (1) A.) Set the flow to run in system context without sharing. B.) Invoke an Apex method to perform the record queries. C.) Configure the Lightning page to run as an administrator. D.) Enable the 'Grant Access Using Hierarchies' option.

A.) Set the flow to run in system context without sharing.

An Admin is building a schedule-triggered flow that is used to reassign lead that haven't been actioned by their assigned uses at the end of each week. In case the flow encounters an error when updating the records, the Admin wants to receive a custom email message instead of the default notification. Which flow feature can be used for this requirement? (1) A.) Subflow Element B.) Try-Catch Element C.) Send Email Action D.) Fault Connector

D.) Fault Connector

An Admin at an events management company is required to build a form that can be launched from a button on a record detail page and allow sales reps to enter data such as the event schedule, venue, and other information, and then automatically create a record and tasks based on the entered data. Which of the following tools can be used for this requirement? (1) A.) Schedule-Triggered Flow B.) Platform Event-Triggered Flow C.) Record-Triggered Flow D.) Screen Flow

D.) Screen Flow

A Salesforce consultant has designed a record-triggered flow that is not working as expected. She has decided to use the 'Debug' option available in the Flow Builder to test and troubleshoot the flow. Which of the following are valid considerations for debugging a record-triggered flow using this option? (3) A.) Rollback mode can be disabled to allow changing records during a debug run. B.) A triggering record can be selected to trigger the flow as if the record is created, updated, or deleted. C.) Only the values of required fields on the triggering record can be set while debugging the flow. D.) Actions can be executed and records can be created, updated, or deleted as the specified user. E.) An option can be selected to skip the start condition requirements.

B.) A triggering record can be selected to trigger the flow as if the record is created, updated, or deleted. D.) Actions can be executed and records can be created, updated, or deleted as the specified user. E.) An option can be selected to skip the start condition requirements.