Salesforce Platform App Builder Certification Training - Create Workflow rules

The video tutorial provides a comprehensive guide on setting up and configuring workflow rules in a live organization. It covers the steps to create a workflow rule, including selecting the object, defining evaluation and rule criteria, and specifying workflow actions. The tutorial also explains the logic formulation for rule criteria and how to configure immediate and time-based actions. It emphasizes testing and ensuring the rule automates as intended.

What is the first step in setting up a workflow rule?

• Select the evaluation criteria

• Choose the workflow actions

• Navigate to the workflow rules section

• Activate the workflow rule

Which option allows a workflow rule to trigger only when a record is created?

• When a record is edited

• When a record is created and edited

• Only when a record is created

• When a record meets any criteria

How can you set up a rule to trigger when any one of multiple criteria is true?

• Use the 'criteria met' option with 'AND' logic

• Use the 'formula evaluates to true' option

• Use the 'criteria met' option with 'OR' logic

• Use a custom script

What should you do after setting up your criterion to ensure there are no errors?

• Activate the workflow rule

• Save and exit

• Check the syntax

• Run a test record

Which action type allows you to create a task associated with a workflow rule?

• New email alert

• New field update

• New task

• New outbound message

What is the purpose of a new outbound message in workflow actions?

• To update a field

• To create a new task

• To send an email alert

• To define a message sent to an external system

Which option allows you to select existing actions for a workflow rule?

• New field update

• New email alert

• Select existing action

• New task