Salesforce Workflow and Process Builder Overview

Questions and Answers

Which statement is true about a time-based workflow action scheduled to fire tomorrow if the criteria is no longer valid after updating the record today?

Nothing. The time-based workflow action will still display in the Time-Based Workflow Queue and will fire as originally scheduled tomorrow.

The time-based workflow action will be removed from the Time-Based Workflow Queue and will no longer display. (correct)

A confirmation window displays, prompting to remove or allow the action to remain.

Which actions can be performed immediately from a workflow rule? (Select 4)

Field Update (correct)

Validation Rule

Email Alert (correct)

Task Creation (correct)

Outbound Message (correct)

True or False: The Process Builder cannot be used to post a message to Chatter.

False

What tool would you use in Salesforce to access a visual diagram of a complex approval process?

Process Visualizer Signup and view all the answers

True or False: One of the available action types that can be performed in the Process Builder is Submit for Approval.

True Signup and view all the answers

Which of the following is a proper definition of the Time-Based Workflow Queue?

The Time-Based Workflow Queue displays pending actions in your org, along with the time that they are set to happen. Signup and view all the answers

Which actions cannot be performed via a Workflow Rule?

Create a Record Signup and view all the answers

Which Workflow Automation tool can create a custom Survey object record related to the Account each time a new Opportunity is won?

Process Builder Signup and view all the answers

Study Notes

Time-Based Workflow Actions

If the criteria for a scheduled time-based workflow action become invalid after a record update, the action is automatically removed from the Time-Based Workflow Queue.
The Time-Based Workflow Queue displays pending actions with their scheduled times.

Workflow Rule Actions

Four actions can be performed immediately from a workflow rule:
- Outbound Message
- Task Creation
- Field Update
- Email Alert
Validation rules do not directly associate with workflow rules, as they fire upon record save attempts.

Chatter Integration

The Process Builder allows for posting messages to Chatter, which is one of its action types.

Approval Process Visualization

The Process Visualizer is utilized to create a visual representation of an Approval Process, useful for documenting decisions and ensuring clarity among stakeholders.

Process Builder Capabilities

The Process Builder can perform the "Submit for Approval" action, along with other actions like Apex, Create a Record, and Quick Actions.

Time-Based Workflow Queue Definition

The Time-Based Workflow Queue is defined as a display of pending actions in an organization, showing when those actions are scheduled to occur.

Workflow Rule Limitations

The action "Create a Record" cannot be performed using Workflow Rules; it is exclusive to the Process Builder.
Workflow Rules can perform field updates, email alerts, task creations, and outbound messages.

To create a new record (e.g., a custom Survey object) related to an existing record (like an Account linked to an Opportunity), the Process Builder is the appropriate tool, as it supports record creation through Action Types.

Description

This quiz covers essential aspects of Salesforce's workflow actions and process builder capabilities. You'll explore time-based workflow actions, immediate workflow rule actions, Chatter integration, and approval process visualization. Test your understanding of these key functionalities to enhance your Salesforce skills.