What actions can an Approval Process complete?
Field update
Task
Email alert
Outbound Message
Where can an Approver approve records?
An email
Chatter or,
Salesforce Mobile
Where are delegated approvers assigned?
On the users page
Ursa Major Solar (UMS) is using the workflow field update.
Which two actions can UMS complete with this feature?
A. Apply a specific value to a field.
Correct. Use a field update action to apply the value.
B. Modify the record type of a record.
Correct. Use a field update action to change the record type.
Universal Containers wants to create a Workflow Rule to send an email alert to members of its Board of Directors, none of whom use Salesforce.
How many of the board members can be added to a single Email Alert?
C. Up to 5 additional email addresses can be added to the Email Alert.
Correct. Salesforce allows up to five additional email addresses for recipients who are not Salesforce users, leads, or contacts.
Universal Containers wants to automatically assign a Task to account managers when a customer’s agreement is about to expire.
How should a System Platform Administrator configure this functionality?
B. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY().
Correct. Use a time-based workflow with a greater operator.
A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts.
What should a platform administrator do to meet this requirement?
D. Create a workflow rule on the opportunity object.
Correct. Automate your organization’s standard process by creating a workflow rule.
The VP of Sales at Cloudy Computing should be notified and approve every Opportunity with a discount greater than 30%. As the Administrator, what solution should you recommend?
Create an Approval Process with an entry criteria on the Discount % field on the Opportunity.
When does a Workflow Rule fire?
When the rule criteria are met and the record is saved.
A user sees a page layout they weren’t assigned. What’s the likely cause?
The record type assigned a different layout than expected — the layout is based on Record Type + Profile.
Which automation tool is least likely to involve user input?
Workflow Rule — it’s a behind-the-scenes automation tool, unlike Flows or Approval Processes.
Which wizard should you use to set up an approval process that uses just a single step?
Jump Start Wizard
Side Note**
For approval processes that use a single step, use the jump start wizard. This wizard chooses some default options for you.
When your approval process is more complex and you want to define specific steps, use the standard wizard.
You are tasked with mass updating 200 lead records to change the Lead Source value on them. How can you perform these changes to all 200 records all at once? (select 2)
Export the Lead Records, update the Lead Source and then import the records back into Salesforce using the Data Loader.
Create a List View and set it to display 200 records at a time and then update all 200 Lead records via inline editing from the list view to make the update.
The Operations Director has requested that each time a new Opportunity is won, a custom Survey object record is created and related to the Account that the Opportunity belongs to. Which Workflow Automation tool can accomplish this in Salesforce?
Process Builder
The Process Builder is able to Create a Record, and this option is available as an Action Type.
Which configuration steps must be completed in order to allow users to approve records in Chatter. (Select 2)
Enable Approvals in Chatter
Specify an Approval Post Template
Side Note***
If your org has Approvals in Chatter enabled, specify an approval post template to use when notifying a user via Chatter about an assigned approval request. You can use the Salesforce default post template or create your own.
Which action of the following can the Process Builder NOT perform?
Delete a record
Side Note***
Only Flow can!!!
Which Process Automation tool should you use in order to create a Chatter post on an Opportunity once it has closed?
Process Builder
Side Note***
The Process Builder has an available action to post to Chatter.
