7. Workflow

Front 1

Explain how Salesforce implements Workflow and when to use Salesforce Workflow

Back 1

A workflow rule is triggered based upon pre-defined criteria (e.g. Opp Amount > 100k). The workflow rule triggers workflow actions which can update fields, send emails, etc.

Workflow Rules Criteria:
- When a record is created, or when a record is edited and did not previously meet the rule criteria
- Only when a record is created
- Every time a record is created or edited (may not be used in conjunction with time-based workflow actions)

Filter criteria must be entered as well, same functionality as a report but is required.

Front 2

List and describe use cases for the four Workflow actions

Back 2

Create tasks - Close/won opportunity and create a task to follow up with client in 90 days for sales rep or CSR.

Send emails - Case resolution time was greater than 7 days, CSR management with case details.

Update fields - When creating an opportunity change the name of the opportunity to include “Account Name – Opportunity Name”. This way if you search for ABC company you can see all opportunities on the search as well.

Send outbound message - On opportunity close/won and sale requires shipped product, send outbound message to order fulfillment program.

Front 3

Explain the capabilities and settings of a Workflow rule

Back 3

- When a record is created, or when a record is edited and did not previously meet the rule criteria.

- Only when a record is created.

- Every time a record is created or edited

Front 4

Describe the differences between immediate and time-dependent Workflow actions

Back 4

Immediate workflow actions execute the instant the workflow rule criteria is met.

Time dependent workflow actions are attached to time triggers. A time trigger is a defined interval, measured in hours or days before or after any date or date/time field on the object (e.g. 7 days after case open). Multiple workflow actions can be assigned to a single time trigger; multiple time triggers can exist per workflow rule.

Front 5

Set up a Workflow rule and associated actions

Back 5

Try example on Forcecertified.com