Salesforce Platform App Builder Certification Training - Activating and Monitoring the Workflow Rule

The video tutorial explains how to manually activate a workflow in Salesforce CRM and monitor it using the time-based workflow queue. It guides users through the setup process to access monitoring tools and understand scheduled paths and actions. The tutorial also covers setting criteria for searching within Salesforce.

What must be done before a Salesforce CRM workflow can trigger?

• It must be scheduled.

• It must be automatically activated.

• It must be manually activated.

• It must be deactivated.

Where do you go to activate a workflow in Salesforce CRM?

• Monitoring Dashboard

• Workflow Rule Detail Page

• Setup Home

• Process Builder

What is the purpose of the time-based workflow queue?

• To delete old workflows

• To monitor outstanding workflow rules with time dependencies

• To automate workflow activation

• To create new workflows

Which of the following is included in the workflow queue monitoring?

• Scheduled paths

• Inactive workflows

• Completed workflows

• Deleted workflows

What should you do after setting up criteria in the workflow queue?

• Click on delete

• Click on activate

• Click on search

• Click on deactivate