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Implementing Business Processes
Implementing Business Processes-Dev 401
29
Other
Not Applicable
09/28/2009

Additional Other Flashcards

 


 

Cards

Term

What actions are tracked in debug logs?

Definition

Database changes

Automated business processes such as assignment rules, escalation rules, etc.

Validation Rules

Request-response XML

Apex script errors

Resources used by an Apex script

Term

What is the maximum number of debug logs retained for an organization?

 

Definition
20
Term

Where can you find default images to use in formula fields?

Definition
In the 100 Sample Formula Fields document under Tip Sheets in Help & Training
Term

Which function only works in validation rules?

 

Definition
VLOOKUP
Term

What type of field and needs to be wrapped in a function (inside a formula) to be accessed?

 

 

Definition
Picklist (ISPICKVAL function)
Term

What are validation rules?

Definition

Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of "True" or "False." Validation rules also include an error message to display to the user when the rule returns a value of "True" due to an invalid value.

Term

What are the two things that a developer must create when setting up a validation rule?

 

 

Definition
The error condition formula and the error.
Term

When are validation rules applied?

Definition
When a user saves a record
Term

When setting up a validation rule, the developer must write the Error Condition Formula and the ______.

Definition
Error message
Term

True or False: validation rules are enforced through the API.

 

 

Definition
True
Term

List use cases for utilizing validation rules.

Definition

Enforcing Conditionally Required Fields (example: if Status is Open, Priority must be filled out)

Enforcing Proper Data Format (example: phone number, credit card, or social security number in the correct format)

Enforcing Consistency (example: making sure that the zip code and state listed on a record match)

Preventing Data Loss (example: prevent users from adding or deleting child records)

Module 3  – Automated Processes

Term

How do you create an approval process that skips steps? 

Definition
The “go to next step” option is available only if there are ensuing steps.  So, to see it, you would have to create an ensuing step, then go back to the step that should be skipped
Term

What is workflow?

 

Definition
A feature that allows organizations to automate business processes
Term

What are the two methods for defining workflow criteria?

Definition
Using filter criteria, using formulas
Term

What are the two parts of workflow?

 

 

Definition
Rule and Actions
Term

What are the four actions of a workflow rule?

Definition
Alert, Task, Field Update, Outbound Message
Term

How can a developer tell if a time-based workflow rule has fired?

 

 

Definition
Check the time-based workflow queue or check debug logs.
Term

What happens to an item in the time-based workflow queue if a record no longer meets the workflow criteria? 

 

Definition

The item will be removed from the time-based workflow queue.

 

Automated processes occur in the following order:

Validation Rules

Assignment Rules

Auto-Response Rules

Workflow Rules (with immediate actions)

Escalation Rules

 

Term

What are the components of a multi-step approval workflow process?

 

Definition

The components are:

Process Definition (Global Characteristics)

Initial Submission Actions (Workflow Actions)

Step Definition (Decision Criteria & Approval Assignment)

Final Rejection Actions (Workflow Actions)

Final Approval Actions (Workflow Actions)

Recall Actions (Workflow Actions)

Term

True or False: Time-Dependent workflow can be used when a workflow rule is set to evaluate “Every time a record is created or updated.”

 

 

Definition
False
Term

 

 

What are the three ways to make a field required?

 

Definition
Universal required, page-layout, validation
Term

Where can users go to find more information on creating formula fields and validation rules?

 

Definition

Help & Training, Successforce (easiest way to get to the available resources is via the links on the edit screen of the formula field or validation rule.

Term

When approval processes have parallel approvals, what setting must developers select?

 

Definition
Whether the process requires unanimous approval or whether to accept/reject based on first response
Term

What is an Outbound Message?  In what format is it sent?

 

.

Definition

A message sent from Salesforce to a designated listener. XML

 

Term

How can a developer make sure that they will be able to track field history on a new custom object?

 

Definition
Select the “Track Field History” checkbox when creating the object.
Term

For what types of fields are old and new values not tracked?  

 

Definition
Long text area fields and multi-select picklists.
Term

What is the purpose of a queue?

To allow multiple users to access a single record, to give “group” ownership

Definition
To allow multiple users to access a single record, to give “group” ownership
Term

When is workflow triggered?

 

 

Definition
When a user saves a record
Term

Give an example of cross-object formula that we created during this section.

 

Definition

The job application object uses a cross-object formula field to show fields from the candidate object

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