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.
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 the '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.
Workow 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
record 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 Rules
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 meet 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.
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.
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 the '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.
Workow 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
record 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 Rules
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 meet 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.
