Salesforce Platform App Builder Certification Training - Configuring Field Updates for Workflows

The video tutorial provides a comprehensive guide on setting up and configuring workflows in Salesforce. It covers the process of creating workflow rules, configuring field updates, adding existing actions, and setting up outbound messages. Additionally, it explains how to configure time-dependent workflow actions and highlights best practices for testing and deploying workflows. The tutorial emphasizes the use of intuitive interfaces and drop-down menus to simplify the configuration process, ensuring that users can effectively meet stakeholder requirements.

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

• Select a new field update

• Click on the edit button

• Expand process automation

• Set up home platform tools

When configuring field updates, what should you do if you want to leave a field blank?

• Select the checkbox

• Choose a formula

• Select a special value

• Choose a blank value, null

Which environment is recommended for testing workflow configurations before production?

• Staging

• Production

• Sandbox

• Development

What must be configured to send an outbound message to an external service?

• A listener using REST API

• A unique name for the message

• An endpoint URL and a listener using SOAP API

• A special value from the checkbox

What happens if you try to set a time trigger when the rule criteria is set to every time a record is created or edited?

• The time trigger button will be enabled

• The time trigger button will be disabled

• The workflow will be deleted

• The rule will be deactivated

What must be done to apply a time trigger if the rule is already active?

• Deactivate the rule

• Edit the rule

• Delete the rule

• Create a new rule

What is a potential issue if a time trigger is set incorrectly?

• The workflow will not save

• Looping logic may occur

• The rule will be deleted

• The endpoint will not receive messages