Salesforce Platform App Builder Certification Training - Workflow

The video tutorial explains Salesforce Workflow, an automation tool for business processes. It highlights the benefits of automation, such as improved data quality, efficiency, and cost reduction. The tutorial covers different workflow actions like email alerts and field updates, and explains the components and evaluation criteria of workflow rules. It also discusses immediate and time-triggered actions, providing insights into how workflows can automate tasks and improve business operations.

What is one of the main benefits of using Salesforce Workflow?

• Increases user workload

• Decreases automation

• Improves data quality and consistency

• Increases manual data entry

Which of the following is NOT a type of action that can be automated using Salesforce workflows?

• Field updates

• Outbound messages

• Manual data entry

• Email alerts

What are the two main components of a workflow rule?

• Criteria and actions

• Tasks and messages

• Alerts and updates

• Triggers and conditions

When does a workflow rule with 'created and every time it's edited' criteria run?

• Only when a record is created

• Only when a record is edited

• When a record is created and every time it's edited

• When a record is deleted

What is a key characteristic of immediate actions in Salesforce workflows?

• They are only for email alerts

• They execute at a scheduled time

• They execute immediately when conditions are met

• They require manual intervention

What must be done before adding a time-triggered action to an active workflow?

• Change the workflow criteria

• Nothing, it can be added directly

• Deactivate the workflow rule

• Delete the existing workflow

Why can't a second time-triggered action be added if one is already scheduled for an object?

• It would slow down the system

• Salesforce does not allow multiple actions

• It requires additional permissions

• It would cause a logic loop