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Work ow /Course
Process Automation
Overview

Objectives of this section

Given a scenario, identify the appropriate automation solution based on the capabilities of
work ow/process

Describe capabilities and use cases for the approval process

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Given a scenario, identify the appropriate automation solution based on the capabilities of
work ow/process
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De
When
Create
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edited,
and  TAKE NOTES
and
custom
when objects
a recordthat
is created
meet certain
and any
time it is edited
criteria.
to then meet the
evaluation criteria

Learn More

Customize How Records Get Approved with Approvals

Limits and Considerations for Approvals

Set Up an Approval Process

Sample Approval Processes

What is email approval response?

Identify Assigned Approvers for an Approval Step

Approval Process Terminology

Set Up an Approval Process

Learn More
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Review

When are work ow rules evaluated?

What are the actions that a work ow

rule can invoke?

What are the capabilities of an

approval process?

What options does an approver have

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Create
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Update
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or
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to atrue
ifinvoke
adate
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record
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formula
PTO,
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eld
foror
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for responding to a request?  TAKE NOTES
Extensions,
approval, post
trigger
Discounts,
to Chatter,
dateFunding
sendand
an
email,
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invokeRequests,
a ow, invoke
Authorization
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for Work

What are some use cases for approval

processes?

What actions are possible with

Process Builder?

When must Work ow be used and not

Process Builder?

How can work ow rules be

evaluated?

When are work ow actions executed?

What type of actions can be set for

approval or rejection?

Where can an approver see the

De
Work
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the
the
ow
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to Email,
or
or launch
scheduled
in Appa ow pending request and respond to it?  TAKE NOTES
actions,
Noti activate
cations,the
Chatter
process

What are the steps to de ne a process

in the Process Builder?

In what cases would Process Builder

be used over Work ow?

Which automation tools allow sending

an automatic email alert to a user
when a new member is added to a
Chatter group?

COMMENTS

Ali Mahmood
In the “Approval Process Creation Overview” image, the Step 2 and Step 3 table headers both say “Create the Approval Process
De nition.”

1 week ago 

Belle
Hello, Ali! That is right. ‘Approval Process De nition’ refers to the rst section of the Approval Process set up. If you would
take a look into the 9th slide (Approval Processes Setup) of the same toggle, the screenshot of the example approval process
con guration has a section label of ‘Process De nition Detail’.
 1 week ago 
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Krishna Nadoor
On the second image there is a oating character at the end of: “Identify the different types of actions available”

3 weeks ago 

Rielle Gregorio
Hi Krishna, thank you for the feedback. We will update the page.

3 weeks ago 

Deepa Berry
In the ‘Create Approval Processes’ section for the Record Editability attribute , it states ‘Option to set if the record owner as well as the
Administrator should be able to edit the record while it is being approved.’ Should this not say ‘ Option to set if the Currently Assigned
Approver as well as the Administrator should be able to edit the record while it is being approved’ instead?

4 weeks ago 

Belle
Hi, Deepa! Thanks for sharing your comment and for pointing it out! You are right and we agree. We will update the term
accordingly.

3 weeks ago 

Wen C.
In the ash card, why the answer to “what type of actions can be set for approval or rejection” is “locking/unlocking the record, on the
homepage, respond to email, in app noti cations, Chatter”? Why not Create a Task, Email Alert, Field Update and Outbound Message?
Thanks.

3 months ago 

jaymalik
Thanks for the feedback. We will update that card.

3 months ago 

Samantha Souter
Why are the Scenario / Appropriate Automation Solution examples listed rst before I’ve learned about any of the processes? It might
make more sense for that graphic to appear after all information, but before the ashcards so that I can apply what I’ve learned to the
situations. Thank you!

3 months ago 

jaymalik
Thank you for that feedback. We are certainly taking note of your suggestion especially since we continue to improve on our
materials.

3 months ago 
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Daniel Campillo
Why it is not here anything related to ows (Flow Builder)?

5 months ago 

jaymalik
Thank you for asking. We pattern our study guides according to the actual Salesforce Certi ed Administrator exam
objectives. For the Work ow/Process Automation section, Flow Builder isn’t actually included yet. We do have it in other
certi cations where it is required knowledge. https://trailhead.salesforce.com/help?article=Salesforce-Certi ed-
Administrator-Exam-Guide

5 months ago 

Aysha Sherazi
I am familiar with SF Lightning, and I remember seeing somewhere that Work ow is being deactivated in SF and process builder will be
taking it over. Is this true?

5 months ago 

Zrna
Hi, thanks for your reply. It’s true that in Salesforce, Process Builder is called ‘the latest and the greatest’, but Work ow is still
in use, and it’s very important to know about it and its functionalities for the exam, because you will get questions about it for
sure. In some cases, Work ow rules would be more appropriate to use.

5 months ago 

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Describe capabilities and use cases for the approval process

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Video -
Approval
22:39
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