An admin created a process in process builder that sends email alerts when a high priority case is create. A new user complains about not receiving the alerts while all other users are receiving them. How does the admin troubleshoot this?
Verify the users email address
An action was created that sends a follow up email to the customer 2 days after a case is closed. The admin wants to verify the process functions correctly. Whiuch queue should the admin view to monitor pending actions?
Paused flow interviews: a holding area for Flow interviews (executions) that have been paused because they are waiting for a specific condition or user input before continuing.
There is an autom response rule that sends emails when a customer submits a new case and an assignment rule to determine the case ownership. The case object has validation rules to ensure that each case includes values for all fields needed by its owner to resolve the case. In which order does Salesforce process the immediate actions associtated with workflow rules and related business automations for a newly created record?
Validation rules, assignment rules, auto response rules, workflow rules, escalation rules.
A team of account managers has requested email alerts anytime an opportunity or case is created on accounts that they own. What is the minimum number of workflows needed to accomplish this task?
2 workflow rules with one email alert each. Each workflow applies to a single object.
An automated approval process has been created to quickly communicate and improve customer service. What are the two final approval actions in an approval process?
Add an email alert and send an outbound message.
The admin is creating a flow with several steps. How can the admin check their work as they are developing the flow?
Use the debug tool in the flow builder
The ask is to assign a task automatically to account managers when a customer agreement is about to expire. How does the admin configure this functionality?
Create a time based workflow on account with a rule criteria of Agreement End Date > Today ()
The ask is to create a workflow rule to send an email alert to members of the board of directors, none of whom use Salesforce. How many of the board members can be added to a single email alert?
Up to 5 email addresses may be added to the email alert
Flow
An application that can execute logic, interact with Salesforce database, call Apex classes and collect data from users.
Quick Action
Quick Actions can be object specific or global
The update action type is not available in global actions
You can use actions in a process
Process Trigger
Every process includes a trigger which tells the process when to start
How you configure that trigger depends on what type of process you’re creating
Record change
Event
Invokable
Approval Process
Automates how records are approved in Salesforce
Specifies each step of approval, including from whom to request approval and what to do at each point of the process.
Delete an Approval Process
Before you delete an approval process, make sure it’s inactive
Delete pending approval requests that are associated with it and remove them from the recycle bin
Activate an approval process
An approval process must have at least one step before it can be activated. After an approval process is activated, you can’t add, delete or change the order of the steps or change its reject or skip behavior even if the process is inactive.
Ursa Major Solar has an opportunity record with a close date of November 15, which fulfills the criteria of a time-dependent workflow rule. The time-dependent action is scheduled for November 8. The opportunity is edited before November 8, however, and no longer meets the criteria. What happens to the time-dependent action?
It is automatically removed from the queue. Time-dependent actions remain in the workflow queue only as long as the workflow rule criteria are still valid. If a record no longer matches the rule criteria, Salesforce removes the time-dependent actions queued for that record.
Ursa Major Solar placed a time-dependent action in the workflow queue when the record was created. What are two situations that will cause this action to be removed from the queue?Choose 2 options.
If the record no longer matches the rule criteria
If the action is deleted from the workflow queue
Time-dependent actions remain in the workflow queue only as long as the workflow rule criteria are still valid. If a record no longer matches the rule criteria, Salesforce removes the time-dependent actions queued for that record.
Cloud Kicks (CK) has a service console that is used by agents who take calls from customers and stores with questions about products.The CK case process is complex and agents often make mistakes. To help the platform administrator has created a screen flow that guides agents through the process. How should the platform administrator deploy the screen flow?
Launch the flow from the utility bar in the console. The utility bar gives users quick access to commonly used tools such as flow.
A System Platform Administrator creates a Workflow Rule that assigns a task to a support manager role when a case is escalated. The case owner iscomplaining about being assigned these tasks.What should a System Platform Administrator do to correct this issue?
Make sure there is only one user in the role.Select an assignee for your task. An assignee can be in the form of a user, role, record owner, record creator, opportunity team role, or account team role, depending on the type of record you chose.
Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Platform Administrator wants to verify that the workflow functions correctly. Which queue should the System Platform Administrator view to monitor pending Workflow Actions?
Time-Based Workflow Queue. When a workflow rule that has time-dependent actions is triggered, use the workflow queue to view pending actions and cancel them if necessary.
Universal Containers has asked its Platform Administrator to automatically set some fields when a Lead is created.What is the best way for the platform administrator to perform this automation?
Record Triggered-Flow that runs Before save. Update new and changed records by using before-save updates in flows.
Ursa Major Solar (UMS) is using the workflow field update. Which two actions can UMS complete with this feature?Choose 2 options.
Modify the record type of a record: Use a field update action to change the record type.
Apply a specific value to a field: Use a field update action to apply the value.
The platform administrator at Cloud Kicks want to update the Account with the number of records on a custom object.How should the platform administrator fulfill this requirement?
Create a Flow
The platform administrator at Universal Containers is creating a flow with several steps.How can the platform administrator check their work as they are developing the flow?
Use the Debug tool in the flow builder
The platform administrator for the Cloud Kicks has a flow that makes several updates to Contacts when they are being created. If the Contact Status is “New†and the Contact’s email is known, the platform administrator would also like to send a welcome email.What should the platform administrator do to complete this requirement?
Update the flow with a decision to send the email when needed.
