Smartsheet Test bank Workflow and Process Automation Questions and Correct Answers Contact managers want to be alerted 30 days prior to the end of a contract. They want both email alerts and tasks created. - ANSWERS -Workflow or Process Builder. Create either with criteria for any contract created. Set time dependent actions based on contract expiration date to create a new task and an email alert. When an opportunity is closed won, the amount needs to be sent to the financial system to create a billing record. - ANSWERS -Set u p a Workflow with an outbound message to the financial system. Managers wish to be alerted whenever an opportunity is set to "Re - negotiation" so they can assist their team. - ANSWERS -Workflow or Process Builder. Criteria would be for everytime it is edited to meet criteria, with that criteria being a stage of "Re - negotiation". Managers can be notified with email alerts or Chatter notifications (with Process Builder only). When an opportunity is closed won, a new project is created. Users have been doing this manually and have asked for the process to be automated. - ANSWERS -Process Builder. Use the criteria of conditions are met defined as the opportunity stage entering Closed Won. Use the create a record action to make a new project, with the appropriate fields filled out from the opportunity. After a new contact i s created, create a case for verifying the information. - ANSWERS -
As the requirement is to create a new record, Process Builder needs to be used. Workflow cannot create new records. Submit an Opportunity for approval automatically, when the amount is over $200,000. - ANSWERS -One of the actions available in Process Builder is 'Submit for Approval' which allows the record in context to be submitted for approval. When a new member is added to a Chatter group, send an automatic email alert to the owner of the group. - ANSWERS -A workflow rule can be used for this requirement to send an automatic email alert to the owner of the group when the value of the MemberCount eld on the Group object increases by 1. A formula can be used to dene the rule criteria. When a topic is created by a certain user, create a Chatter post on the Chatter feed of the user's manager. - ANSWERS -Process Builder can be used to dene a process on the Topic object that creates a Chatter post automatically. The process can be triggered when t he 'CreatedById' eld of a topic equals the ID of a certain user. The 'Post to Chatter' action can be added for the creation of a Chatter post. Salesforce performs actions in a certain order - ANSWERS -after a record is inserted, updated or upserted. Worko w rules are evaluated after - ANSWERS -triggers, validation rules, assignment rules and auto response rules.Once all of these events are completed, the record is saved. Some events, e.g., triggers or validation rules can generate an error and stop the recor d from being saved. A helpful way of remembering the basics is Very Angry Admins Work Pretty Efficiently: - ANSWERS -Very = Validation Rules Angry = Assignment Rules Admins = Auto -Response Rules Work = Workflow Pretty = Process Efficiently = Escalation R ules There are 3 options to select from, when defining when a workflow should trigger: - ANSWERS -1. When a record is Created. 2. When a record is Created, and every time it's edited. 3. When a record is Created, and any time it's edited to subsequently me et criteria. Workflows and approval processes include the capability to generate the following types of actions: - ANSWERS -- Create Tasks - Send Emails - Field Updates - Outbound Messages - Select Existing Action - Immediate Actions - Time Dependent Actions - Time Trigger The workflow task detail is - ANSWERS -created and assigned to one or more workflow rules or approval process. Workflow task detail includes fields: - ANSWERS -Assigned To, Subject, Due Date, Status and Priority. Time-Dependent Actions - ANSWERS -Can be set to trigger a number of days or hours before or after a date eld or trigger date. Time Trigger Rule criteria is set to - ANSWERS -Every Time a record is created or edited.
As the requirement is to create a new record, Process Builder needs to be used. Workflow cannot create new records. Submit an Opportunity for approval automatically, when the amount is over $200,000. - ANSWERS -One of the actions available in Process Builder is 'Submit for Approval' which allows the record in context to be submitted for approval. When a new member is added to a Chatter group, send an automatic email alert to the owner of the group. - ANSWERS -A workflow rule can be used for this requirement to send an automatic email alert to the owner of the group when the value of the MemberCount eld on the Group object increases by 1. A formula can be used to dene the rule criteria. When a topic is created by a certain user, create a Chatter post on the Chatter feed of the user's manager. - ANSWERS -Process Builder can be used to dene a process on the Topic object that creates a Chatter post automatically. The process can be triggered when t he 'CreatedById' eld of a topic equals the ID of a certain user. The 'Post to Chatter' action can be added for the creation of a Chatter post. Salesforce performs actions in a certain order - ANSWERS -after a record is inserted, updated or upserted. Worko w rules are evaluated after - ANSWERS -triggers, validation rules, assignment rules and auto response rules.Once all of these events are completed, the record is saved. Some events, e.g., triggers or validation rules can generate an error and stop the recor d from being saved. A helpful way of remembering the basics is Very Angry Admins Work Pretty Efficiently: - ANSWERS -Very = Validation Rules Angry = Assignment Rules Admins = Auto -Response Rules Work = Workflow Pretty = Process Efficiently = Escalation R ules There are 3 options to select from, when defining when a workflow should trigger: - ANSWERS -1. When a record is Created. 2. When a record is Created, and every time it's edited. 3. When a record is Created, and any time it's edited to subsequently me et criteria. Workflows and approval processes include the capability to generate the following types of actions: - ANSWERS -- Create Tasks - Send Emails - Field Updates - Outbound Messages - Select Existing Action - Immediate Actions - Time Dependent Actions - Time Trigger The workflow task detail is - ANSWERS -created and assigned to one or more workflow rules or approval process. Workflow task detail includes fields: - ANSWERS -Assigned To, Subject, Due Date, Status and Priority. Time-Dependent Actions - ANSWERS -Can be set to trigger a number of days or hours before or after a date eld or trigger date. Time Trigger Rule criteria is set to - ANSWERS -Every Time a record is created or edited.
