Salesforce Platform App Builder Certification Training - Demo Two- Workflow Creation and Configuration

The video tutorial covers process automation in Salesforce, focusing on workflow actions and rules. It guides users through setting up workflow rules, configuring criteria, and creating notifications for escalated cases. The tutorial emphasizes the ease of use provided by Salesforce, offering examples and step-by-step instructions to streamline the process.

What is the primary purpose of process automation in Salesforce?

• To manually manage all business processes

• To automate repetitive tasks and streamline workflows

• To complicate the setup process

• To increase the number of manual tasks

Which of the following is NOT a category mentioned for sample workflow rules?

• Notifications

• Business processes

• Deal management

• Financial auditing

When creating a new workflow rule, what is the first step?

• Assigning a role

• Selecting an object

• Creating an email template

• Setting up notifications

What criteria can be used to evaluate a workflow rule?

• All of the above

• When a record meets a specific criterion

• Every time a record is edited

• Only when a record is created

What action is taken if a case is escalated to true?

• A new task is created

• A new field is updated

• An email alert is sent

• All of the above

Who can receive the email alert for an escalated case?

• A specific individual

• A group

• A role or team

• All of the above

What is the final step after setting up the workflow rule and notifications?

• Saving the configuration

• Deleting the rule

• Reassigning the rule

• Ignoring the changes