Workflow

Question 1

Workflow

Answer 1

Allows me to automate standard internal procedures and processes to save time across my org

Question 2

Workflow Rule

Answer 2

• The main container for a set of workflow instructions
• Eets workflow actions into motion when its designated conditions are met
• I can configure workflow actions to execute immediately when a record meets the conditions in my _____________, or set time triggers that execute the workflow actions on a specific day
• If a workflow action hasn’t executed yet, I can view and modify it in the workflow queue
• These instructions can always be summed up in an if/then statement
• Ex: IF it’s raining, THEN bring an umbrella

Question 3

Workflow Action

Answer 3

• Fires when the conditions of a workflow rule are met

- Ex: E-mail alert, field update, outbound message, or task

Question 4

E-mail Alert

Answer 4

• Actions that send emails, using a specified e-mail template, to specified recipients
• Workflow alerts can be sent to any user or contact, as long as they have a valid email address

Question 5

Field Update

Answer 5

An action that automatically updates a field with a new value

Question 6

Flow

Answer 6

• An application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users
• I can build flows by using Flow Builder

Question 7

Flow Trigger

Answer 7

• A workflow action that launches a flow
• With these, I can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code
• The pilot program for these type of workflow actions is closed
• If I’ve already enabled the pilot in my org, I can continue to create and edit workflow actions
• If I didn’t enable the pilot in my org, use Flow Builder to create a record-triggered flow, or use Process Builder to launch a flow from a process

Question 8

Outbound Message

Answer 8

• Sends information to a designated endpoint, like an external service
• These are configured from Setup
• I must configure the external endpoint and create a listener for the messages using the SOAP API