Week 2 Process Automation
Vi Nguyen edited this page Aug 25, 2021
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1 revision
What actions can a Workflow Rule take?
- Create a task
- Send an email
- Update a record
- Send an outbound message
What rule criteria can fire a Workflow Rule?
- When a record is created
- When a record is edited
- When a record is created or edited in a way that fits the criteria
What are the steps for an Approval Process?
- entry criteria (true will set all processes to approval)
- initial actions
- approval steps
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- Approve (final action)
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- Reject (rejection action)
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- Recall (recall actions)
Who can edit an Approval Process once submitted?
- Anyone with modify all/edit all permissions, and optionally the approver
What action types does a Process Builder Process have?
- Create a record
- Updated a record
- Email alert
- Post to chatter
- Quick Actions
- Submit for approval
- Launch and Auto Launch flow
- Launch another process
- Quip
- Call an apex method
- Send a custom notification
- Send a server invitation
What types of flows are there?
- Screen flow
- Auto launch flow
- Record trigger