Automation

Cloud Kicks (CK) has a service console that is used by agents who take calls from customers and stores with questions about products.The CK case process is complex and agents often make mistakes. To help the administrator has created a screen flow that guides agents through the process. How should the administrator deploy the screen flow?

• Launch the flow from the utility bar in the console

• Use a custom action that launches the screen flow

• Create a link that launches the screen flow

• Use code to launch the screen flow in a modal

Answer explanation

La Utility Bar provee accesso rapido a usuarios para herramientas como Flow.

The administrator for the Cloud Kicks has a flow that makes several updates to Contacts when they are being created. If the Contact Status is 'New' and the Contact's email is known, the administrator would also like to send a welcome email. What should the administrator do to complete this requirement?

• Update the process builder with email alert to send the email.

• Update the flow with a decision to send the email when needed.

• Update the flow with a formula to send the email when needed.

• Update the workflow rule with email alert to send the email.

Answer explanation

Cuando un Flow ejecuta un elemento de Decision, evalua cada resultado de la decision en orden. Si el status del contacto es New y tiene el campo email posee un valor, se envia el email de bienvenida. Si no, continua con el resto de los updates.

Universal Containers has asked its Administrator to automatically set some fields when a Lead is created. What is the best way for the administrator to perform this automation?

• Use Process Builder that launches a flow

• Record Triggered-Flow that runs Before save

• Create 1 Workflow rule per field

• Use a Screen Flow with default values

Answer explanation

Si se quiere actualizar y cambiar records se debe utilizar actualizaciones before-save en Flows.

Ursa Major Solar has an opportunity record with a close date of November 15, which fulfills the criteria of a time-dependent workflow rule. The time-dependent action is scheduled for November 8. The opportunity is edited before November 8, however, and no longer meets the criteria. What happens to the time-dependent action?

• It is put on hold.

• It will execute on November 8.

• It will execute on November 15.

• It is automatically removed from the queue.

Answer explanation

Actiones dependientes del tiempo permanecen en la queue del workflow siempre y cuando el criterio del workflow rule sea valido. Si un record ya no coincide con el criterio, Salesforce quita las acciones dependientes del tiempo para ese record.

What are two Initial Submission Actions in an Approval Process? Choose 2 options.

• An outbound message can be sent to another application.

• The record is locked for everyone except the Owner.

• A task can be assigned to users in a specific Profile.

• The value of a field on the record can be updated.

Answer explanation

Dos acciones iniciales de entrega para el approval process, pueden ser enviar un mensaje a una aplicacion externa o que se actualice el valor de un field en un record.

A Salesforce Administrator for a digital marketing company has created a custom object. called Expense. and set its organization-wide default setting to Private. It will be used by employees for tracking and reimbursement of expense claims. A Lightning page was built to facilitate the reimbursement process. The page uses flow for querying Expense records from the different users across the role hierarchy in the org. However, it has been found during testing that the flow is unable to return records properly due to the sharing setting of the object and the role of the user accessing the page. What should be done to enable the application to retrieve all Expense records?

• Cinfigure the Lightinmng page to run as an administrator

• Invoke Apex method to perform the record queries

• Enable the 'Grant Access Using Hierarchies' option

• Set the flow to run in system context without sharing

Answer explanation

Un Flow puede ser configurado para correr en un contexto de sistema sin colaboracion, lo cual no solo ignora permisos a nivel objeto y a nivel campo del usuario que lo corre, sino tambien las OWD, role hierarchies, sharing rules, manual sharing, teams, y territories. Aunque un metodo de Apex invocable puede ser usado, no es necesario porque la herramienta declarativa esta disponible. La opcion 'Grant Access Using Hierarchies' que esta habilitada por default en todos los objetos no abre el acceso a los records que le pertenecen a usuarios mas altos en jerarquia que el usuario actual. La configuracion de correr una Lightning page como un usuario especifico no esta disponible.

Global Containers has two sales managers overseeing all sales representatives. These managers need to approve discounts greater than 25%. Discounts must be approved by both managers. How can the Salesforce Administrator meet this requirement?

• Create tasks to submit approval requests

• Approval process (Based on the first response)

• Add the sales managers to a public group

• Approval process (Require unanimous approval)

Answer explanation

Un approval process se puede configurar para que se requiera aprobacion unánime de todos los usuarios seleccionados como aprobadores (y que sea rechazado si uno de ellos la rechaza). Una task no puede ser enviada para aprobacion ni asignar a un manager a un PG genera pedidos de aprobacion.

The SF admin of Cosmic needs to build a flow that updates a custom checkbox field named 'Review Required' on any opportunity record if the value of its 'Amount' field is greater than $100.000 and it reaches the 'Closed Lost' stage. Which element can be used to directly update the custom field while specifying the needed filter criteria based on the requirement?

• Core Actions

• Update values

• Update records

• Get records

Answer explanation

El elemento 'Update Records' puede ser usado en un record-triggered flow para actualizar directamente el record que disparo el Flow. Provee 4 opciones para especificar que record se actualiza. La primera opcion permite usar el record que disparo el flow. Se pueden setear condiciones de filtrado asi como valores de campos para el record que disparo el usando este mismo elemento. Las otras 3 opciones en este tipo de Flow, estan solo disponibles cuando el flow esta configurado para corer despues que el record se haya guardado. Estas opciones pueden ser usadas para actualizer los records relacionados al record disparador, records contenidos en un recurso, o records que cumplen un criterio especifico.  No hay un ‘Update Values’ element en Flow Builder. El element ‘Get Records' solo permite traer records basados en criterios de filtrado y guardarlos en variables. La ‘Core Action' solo permite realizar actividades como postear en chatter o enviar un email, las opciones que figuran en Quick Actions.

A System Administrator created a workflow rule that sends email alerts when a Case with a high priority is created. A new Support Engineer who works remotely at Universal Containers complains about not receiving the email alerts. All other users at Universal Containers receive these email alerts. How can a Salesforce Administrator troubleshoot this issue?

• Check if the correct Email Template is used.

• Check if the Workflow evaluation criteria is correct.

• Check if the Workflow Rule is active.

• Verify the user's email address.

Answer explanation

Siempre comprobar primero que el email este escrito correctamente.

A System Administrator creates a Workflow Rule that assigns a task to a support manager role when a case is escalated. The case owner is complaining about being assigned these tasks. What should a System Administrator do to correct this issue?

• Add a field update to the Workflow to also change the owner.

• Make sure there is only one user in the role.

• Remove the Workflow and use a report instead.

• Change the Workflow Rule to assign tasks based on profile.

Answer explanation

Seleccionar un unico asignado para la task: ya sea un user, role, record owner, record creator, opportunity team role, o account team role, dependiendo el tipo de record elegido.