Term
| Workflow actions are either: |
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Definition
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Term
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Definition
Create tasks
Send emails. There are some limitations here- for instance, whoever activates the workflow rule will be the sender of the email (from cannot be set).
Update fields. There are some limitations here- for instance, you cannot update a lookup field.
Send outbound message (used to send information to external services). |
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Term
| List and Describe use cases for the four workflow actions. |
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Definition
Create tasks. Close/won opportunity and create a task to follow up with client in 90 days for sales rep or CSR.
Send emails. Case resolution time was greater than 7 days, CSR management with case details.
Update fields. When creating an opportunity change the name of the opportunity to include “Account Name – Opportunity Name”. This way if you search for ABC company you can see all opportunities on the search as well.
Send outbound message. On opportunity close/won and sale requires shipped product, send outbound message to order fulfillment program. |
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Term
| Describe the differences between Immediate workflow actions and time dependent Workflow actions. |
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Definition
Immediate workflow actions execute the instant the workflow rule criteria is met.
Time dependent workflow actions are attached to time triggers. A time trigger is a defined interval, measured in hours or days before or after any date or date/time field on the object (e.g. 7 days after case open). Multiple workflow actions can be assigned to a single time trigger; multiple time triggers can exist per workflow rule. |
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Term
| Define the basics of the workflow approval process. |
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Definition
User submits record for approval.
There is no method for automatic approval submission.
Does this record match the criteria for any approval processes on this object?
If yes –> Step 3
If no –> Reject
Perform initial submission actions
This will always include locking the record so that no further changes can be made until the approval process is finished.
This can also include other workflow actions.
Record enters approval steps.
Appropriate parties must approve/deny record.
One of 3 approval process completions occurs. In addition to locking or unlocking the record, each of these completions can has its own set of additional workflow actions.
Approval. Record is approved by all parties. The record is locked by default.
Rejection. Record is rejected by any part. The record is unlocked by default.
Recall. Record is recalled by submitter. The record is always unlocked. |
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Term
| List the differences between the jump start wizard and the Standard Approval Process Wizard. |
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Definition
| The jump start wizard will create an approval process with one step using a set of default values. See “Approval Process Jump Start Default Selections”. Essentially when you create an approval process using the wizard you’ll get an approval process with one approval step and one set of filter criteria with the default values. |
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Term
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Definition
| Data validation is a method to conditionally prevent records from being saved; it is separate from field level security and page layouts. |
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