Term
What actions are tracked in debug logs? |
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Definition
Database changes
Automated business processes such as assignment rules, escalation rules, etc.
Validation Rules
Request-response XML
Apex script errors
Resources used by an Apex script |
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Term
What is the maximum number of debug logs retained for an organization?
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Definition
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Term
Where can you find default images to use in formula fields?
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Definition
In the 100 Sample Formula Fields document under Tip Sheets in Help & Training |
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Term
Which function only works in validation rules?
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Definition
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Term
What type of field and needs to be wrapped in a function (inside a formula) to be accessed?
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Definition
Picklist (ISPICKVAL function) |
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Term
What are validation rules? |
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Definition
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of "True" or "False." Validation rules also include an error message to display to the user when the rule returns a value of "True" due to an invalid value. |
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Term
What are the two things that a developer must create when setting up a validation rule?
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Definition
The error condition formula and the error. |
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Term
When are validation rules applied?
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Definition
When a user saves a record |
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Term
When setting up a validation rule, the developer must write the Error Condition Formula and the ______.
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Definition
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Term
True or False: validation rules are enforced through the API.
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Definition
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Term
List use cases for utilizing validation rules. |
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Definition
Enforcing Conditionally Required Fields (example: if Status is Open, Priority must be filled out)
Enforcing Proper Data Format (example: phone number, credit card, or social security number in the correct format)
Enforcing Consistency (example: making sure that the zip code and state listed on a record match)
Preventing Data Loss (example: prevent users from adding or deleting child records)
Module 3 – Automated Processes |
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Term
How do you create an approval process that skips steps?
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Definition
The “go to next step” option is available only if there are ensuing steps. So, to see it, you would have to create an ensuing step, then go back to the step that should be skipped |
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Term
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Definition
A feature that allows organizations to automate business processes |
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Term
What are the two methods for defining workflow criteria? |
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Definition
Using filter criteria, using formulas |
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Term
What are the two parts of workflow?
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Definition
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Term
What are the four actions of a workflow rule?
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Definition
Alert, Task, Field Update, Outbound Message |
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Term
How can a developer tell if a time-based workflow rule has fired?
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Definition
Check the time-based workflow queue or check debug logs. |
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Term
What happens to an item in the time-based workflow queue if a record no longer meets the workflow criteria?
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Definition
The item will be removed from the time-based workflow queue.
Automated processes occur in the following order:
Validation Rules
Assignment Rules
Auto-Response Rules
Workflow Rules (with immediate actions)
Escalation Rules
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Term
What are the components of a multi-step approval workflow process?
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Definition
The components are:
Process Definition (Global Characteristics)
Initial Submission Actions (Workflow Actions)
Step Definition (Decision Criteria & Approval Assignment)
Final Rejection Actions (Workflow Actions)
Final Approval Actions (Workflow Actions)
Recall Actions (Workflow Actions) |
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Term
True or False: Time-Dependent workflow can be used when a workflow rule is set to evaluate “Every time a record is created or updated.”
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Definition
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Term
What are the three ways to make a field required?
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Definition
Universal required, page-layout, validation |
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Term
Where can users go to find more information on creating formula fields and validation rules?
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Definition
Help & Training, Successforce (easiest way to get to the available resources is via the links on the edit screen of the formula field or validation rule. |
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Term
When approval processes have parallel approvals, what setting must developers select?
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Definition
Whether the process requires unanimous approval or whether to accept/reject based on first response |
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Term
What is an Outbound Message? In what format is it sent?
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Definition
A message sent from Salesforce to a designated listener. XML
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Term
How can a developer make sure that they will be able to track field history on a new custom object?
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Definition
Select the “Track Field History” checkbox when creating the object. |
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Term
For what types of fields are old and new values not tracked?
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Definition
Long text area fields and multi-select picklists. |
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Term
What is the purpose of a queue?
To allow multiple users to access a single record, to give “group” ownership |
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Definition
To allow multiple users to access a single record, to give “group” ownership |
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Term
When is workflow triggered?
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Definition
When a user saves a record |
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Term
Give an example of cross-object formula that we created during this section.
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Definition
The job application object uses a cross-object formula field to show fields from the candidate object |
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