Podcast
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Which statement is true about a time-based workflow action scheduled to fire tomorrow if the criteria is no longer valid after updating the record today?
Which statement is true about a time-based workflow action scheduled to fire tomorrow if the criteria is no longer valid after updating the record today?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)
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.
True or False: The Process Builder cannot be used to post a message to Chatter.
False (B)
What tool would you use in Salesforce to access a visual diagram of a complex approval process?
What tool would you use in Salesforce to access a visual diagram of a complex approval process?
True or False: One of the available action types that can be performed in the Process Builder is Submit for Approval.
True or False: One of the available action types that can be performed in the Process Builder is Submit for Approval.
Which of the following is a proper definition of the Time-Based Workflow Queue?
Which of the following is a proper definition of the Time-Based Workflow Queue?
Which actions cannot be performed via a Workflow Rule?
Which actions cannot be performed via a Workflow Rule?
Which Workflow Automation tool can create a custom Survey object record related to the Account each time a new Opportunity is won?
Which Workflow Automation tool can create a custom Survey object record related to the Account each time a new Opportunity is won?
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.
Creating Related Records
- 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.
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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.
