TAKE NOTES
Previous Lesson Next Lesson
Work ow /Course
Process Automation
Overview
Objectives of this section
Given a scenario, identify the appropriate automation solution based on the capabilities of
work ow/process
Describe capabilities and use cases for the approval process
Given a scenario, identify the appropriate automation solution based on the capabilities of
work ow/process
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
TAKE NOTES
De
When
Create
ne
Approve,
aaseries
record
Task,
Reject
ofSend
issteps
created,
or
Emails,
and
Reassign
when
actions
Fieldit for
is
Update
created
approving
or
and
Send
selected
every
Outbound
time
standard
it isMessage
edited,
and TAKE NOTES
and
custom
when objects
a recordthat
is created
meet certain
and any
time it is edited
criteria.
to then meet the
evaluation criteria
Learn More
Customize How Records Get Approved with Approvals
Limits and Considerations for Approvals
Set Up an Approval Process
Sample Approval Processes
What is email approval response?
Identify Assigned Approvers for an Approval Step
Approval Process Terminology
Set Up an Approval Process
Learn More
Review
When are work ow rules evaluated?
What are the actions that a work ow
rule can invoke?
What are the capabilities of an
approval process?
What options does an approver have
If
Either
Approval
Create
certain
On
When
Create
Expense
Update
the
ofquick
immediately
or
needing
Record,
criteria
of
Task,
update
Quotes/Contracts,
days action,
or
or
Reports,
evaluates
hours
Send
Send
is
on
torecords,
messages
submit
met
or
send
the
Emails,
Outbound
from
after
or
Homepage,
Overtime,
outbound
to atrue
ifinvoke
adate
aaField
record
number
formula
PTO,
Message
Deadline
eld
foror
a
for responding to a request? TAKE NOTES
Extensions,
approval, post
trigger
Discounts,
to Chatter,
dateFunding
sendand
an
email,
Purchasing
invokeRequests,
a ow, invoke
Authorization
Apex class
for Work
What are some use cases for approval
processes?
What actions are possible with
Process Builder?
When must Work ow be used and not
Process Builder?
How can work ow rules be
evaluated?
When are work ow actions executed?
What type of actions can be set for
approval or rejection?
Where can an approver see the
De
Work
On
When
ne
the
the
ow
needing
Record,
object,
Rule and
to
onde
create
the
Process
neHomepage,
the
a record,
Builder
criteria,
submit
select
Respond
for
immediate
approval
to Email,
or
or launch
scheduled
in Appa ow pending request and respond to it? TAKE NOTES
actions,
Noti activate
cations,the
Chatter
process
What are the steps to de ne a process
in the Process Builder?
In what cases would Process Builder
be used over Work ow?
Which automation tools allow sending
an automatic email alert to a user
when a new member is added to a
Chatter group?
COMMENTS
Ali Mahmood
In the “Approval Process Creation Overview” image, the Step 2 and Step 3 table headers both say “Create the Approval Process
De nition.”
1 week ago
Belle
Hello, Ali! That is right. ‘Approval Process De nition’ refers to the rst section of the Approval Process set up. If you would
take a look into the 9th slide (Approval Processes Setup) of the same toggle, the screenshot of the example approval process
con guration has a section label of ‘Process De nition Detail’.
1 week ago
TAKE NOTES
Krishna Nadoor
On the second image there is a oating character at the end of: “Identify the different types of actions available”
3 weeks ago
Rielle Gregorio
Hi Krishna, thank you for the feedback. We will update the page.
3 weeks ago
Deepa Berry
In the ‘Create Approval Processes’ section for the Record Editability attribute , it states ‘Option to set if the record owner as well as the
Administrator should be able to edit the record while it is being approved.’ Should this not say ‘ Option to set if the Currently Assigned
Approver as well as the Administrator should be able to edit the record while it is being approved’ instead?
4 weeks ago
Belle
Hi, Deepa! Thanks for sharing your comment and for pointing it out! You are right and we agree. We will update the term
accordingly.
3 weeks ago
Wen C.
In the ash card, why the answer to “what type of actions can be set for approval or rejection” is “locking/unlocking the record, on the
homepage, respond to email, in app noti cations, Chatter”? Why not Create a Task, Email Alert, Field Update and Outbound Message?
Thanks.
3 months ago
jaymalik
Thanks for the feedback. We will update that card.
3 months ago
Samantha Souter
Why are the Scenario / Appropriate Automation Solution examples listed rst before I’ve learned about any of the processes? It might
make more sense for that graphic to appear after all information, but before the ashcards so that I can apply what I’ve learned to the
situations. Thank you!
3 months ago
jaymalik
Thank you for that feedback. We are certainly taking note of your suggestion especially since we continue to improve on our
materials.
3 months ago
TAKE NOTES
Daniel Campillo
Why it is not here anything related to ows (Flow Builder)?
5 months ago
jaymalik
Thank you for asking. We pattern our study guides according to the actual Salesforce Certi ed Administrator exam
objectives. For the Work ow/Process Automation section, Flow Builder isn’t actually included yet. We do have it in other
certi cations where it is required knowledge. https://trailhead.salesforce.com/help?article=Salesforce-Certi ed-
Administrator-Exam-Guide
5 months ago
Aysha Sherazi
I am familiar with SF Lightning, and I remember seeing somewhere that Work ow is being deactivated in SF and process builder will be
taking it over. Is this true?
5 months ago
Zrna
Hi, thanks for your reply. It’s true that in Salesforce, Process Builder is called ‘the latest and the greatest’, but Work ow is still
in use, and it’s very important to know about it and its functionalities for the exam, because you will get questions about it for
sure. In some cases, Work ow rules would be more appropriate to use.
5 months ago
← Older Comments
Your Comment...
Comment
Copyright 2020 - www.focusonforce.com
About Blog Contact Us Disclaimer Privacy Policy Terms of Use View as Mobile
TAKE NOTES
Learn More
Set the Criteria for Your Work ow Rule
Add Filter Logic
Work ow Rule Examples
Work ow Considerations
Considerations for Designing Processes
Process Builder Advanced Option Considerations
How Does Salesforce Process Scheduled Actions?
Describe capabilities and use cases for the approval process
Admin
Video -
Approval
22:39
Process
from Focus on
F
