Salesforce Automation

Front 1

What are the initial actions that happen and could happen upon submission of an Approval request?

Back 1

1. record is locked - only approvers and admin can edit while pending approval
2. email alert
3. update field on a record
4. create task
5. send outbound message

Hint 1

no more changes...

Front 2

What are different ways to automate a process in SF?

Back 2

1. workflow rules
2. approval processes
3. formula fields
4. Visualforce
5. Apex Triggers

Hint 2

workflow rules is only 1 of 5

Front 3

When would you use Workflow to automate a process?

Back 3

enforce key business processes

1. actions need to be performed more than once at multiple times
2. send outbound messages without code (but there is an Apex workaround)

but not first choice for if/then...

Hint 3

of the workflow rules tools...

Front 4

When would you use Approvals to automate processes?

Back 4

• When you have an approval process that needs the document locked pending approval
• more than one approver (ladder)

Hint 4

on hold

Front 5

When would you use formula fields to automate a process?

Back 5

to automatically pull specific data on the record such as sums and averages

Hint 5

Average Total %

Front 6

When would you use Visualforce to automate a process?

Back 6

1. Need for wizards and other multistep processes.
2. custom flow control through an application.
3. Define navigation patterns and data-specific rules for optimal, efficient application interaction.

Hint 6

Sales Rep Mgmt page

Front 7

Which automation tool would you use for a simple process that involves what to do when a record has certain values (if...then...)?

Back 7

Process Builder - avoids limits by doing it in one process

Hint 7

my favorite

Front 8

What can you do with Process Builder?

Back 8

configure an action to be performed based on a change in field value

multiple if/then statements

no user interaction, outbound messages, deleting records

Hint 8

only 1 time

Front 9

What can you do with Workflow that you can't do with Process Builder (processes)?

Back 9

1. actions need to be performed more than once at multiple times
2. send outbound messages without code (but there is an Apex workaround)

Hint 9

messages

Front 10

Which automation tool would you use for a complex process when a record has certain values?

Back 10

Visual Workflow

• complex branching logic; Example: First, check whether a case is escalated. Second, check the account’s region and route the case accordingly.
• sorth through, iterate over and operate on several records; Example: After an opportunity is closed and won, calculate the opportunity’s discount. Then apply that discount to all the related opportunity products.

Hint 10

the King

Front 11

Which automation tool would you use when you need to gather info from users/customers and do something with it? (wizard to collect information)

Back 11

Visual Workflow

For example, create a flow that walks customer support representatives through a call script. At the end, the flow uses information that the representative entered, such as the caller’s name and account number, to create a case and route it to the right person.

Hint 11

the king

Front 12

Which automation tool would you use when you need to a record to be approved?

Back 12

Approvals

For example, when an employee requests time off, that time has to be approved by the employee’s manager. You need to ensure that when a time-off request is submitted for approval, the right person (the employee’s manager) receives the request.

Hint 12

duh

Front 13

Which automation tools start when the record is changed?

Back 13

Process Builder and Workflow

Hint 13

basics

Front 14

What triggers the Visual Workflow to start?

Back 14

1. user clicks button or link
2. user accesses custom tab
3. process starts
4. Apex is called

Hint 14

4

Front 15

What triggers Approvals to start?

Back 15

1. User clicks button or link
2. Process or flow starts that includes a “Submit for Approval” action
3. Apex is called

Hint 15

3

Front 16

Which automation tools support time-based actions?

Back 16

Process Builder, Visual Workflow and Workflow

Hint 16

poor Approvals

Front 17

Which automation tool supports user interaction?

Back 17

Visual Workflow

Hint 17

the king

Front 18

What can Process Builder and Visual Workflow do that the other 2 can't?

Back 18

1. manage complex processes
2. visual designer tool
3. call Apex code
4. create records (other 2 only tasks)
5. launch a flow (Workflow beta)
6. Post to Chatter
7. Submit for approval
8. update any record (for Process Builder only related records)

Hint 18

8 things

Front 19

Which automation tool supports deleting records?

Back 19

Visual Workflow

Hint 19

the king

Front 20

Which automation tools can send outbound messages without code?

Back 20

Workflow and Approvals

Hint 20

the most basic

Front 21

Which automation tool can send email, not just email alerts?

Back 21

Visual Workflow

Hint 21

the king

Front 22

What types of records can Workflow and Approvals update field values?

Back 22

the record or its parent

Hint 22

limited

Front 23

Of what does the automated process in Process Builder consist?

Back 23

1. criteria that determine when to execute action groups
2. immediate and scheduled actions to execute when the criteria are met

Hint 23

1 drives the other

Front 24

What is the difference between Workflow and Visual Workflow? When would you use one over the other?

Back 24

Workflow

• based on workflow rules

• tied to an object
  

Visual Workflow

• enables flows
• screen for users to enter info
• not tied to an object
• able to look up, create, edit and delete records for multiple objects
• uses the visual Cloud Flow Designer interface

Hint 24

one to many

Front 25

Of what does the autmated process in Workflow consist?

Back 25

1. criteria - "if" part of the statement
2. actions - "then" part of the statement

for if/then processes, start with Process Builder first

Hint 25

not the first choice for this kind of process

Front 26

In Workflow, what are the two options for time-based triggers?

Back 26

1. immediate actions - email oppt team when new high value oppt created
2. time-dependent actions - specific times, workflow rule re-evaluates criteria at that point and executes if criteria met

Hint 26

options

Front 27

What are the actions you can add to a Workflow rule?

Back 27

1. Email alert
2. task - create a task
3. field update
4. outbound message

Hint 27

4

Front 28

What are "Approval Steps"?

Back 28

assign requests to various users and define the chain of approval for particular approval process

Hint 28

hierarchy

Front 29

How does the Approval process work?

Back 29

1. Approval Steps define chain of approvers
2. Approval request submitted
3. Request record locked pending approval
4. Record submitted to the approval chain, in order, with possible rejection at each step

Hint 29

4 parts

Front 30

When would you use Apex triggers to automate a process?

Back 30

1. Create Web services.
2. Create email services.
3. Perform complex validation over multiple objects.
4. Create complex business processes that are not supported by workflow.
5. Create custom transactional logic (logic that occurs over the entire transaction, not just with a single record or object).
6. Attach custom logic to another operation, such as saving a record, so that it occurs whenever the operation is executed, regardless of whether it originates in the user interface, a Visualforce page, or from SOAP API.

Hint 30

6