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 up 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 is 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.
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 up 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 is 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.
