1. What is workflow rule and Workflow actions?
Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization's standard processes. Instead of doing this work manually, you can configure workflow to do it automatically.
Workflow automates the following types of actions based on your organization's processes:
2. A workflow already exists on object. Now user want to add time dependent workflow action to it but not able to get an option to select time dependent action. What might be issue?
Evualation criteria is set to “created, and every time it’s edited”
3. What is queue?
A queue can hold a predefined set of objects and consists of a set of users. Any of the queue members can pick up tasks assigned to the queue. Users or Queues can be owners of records.
While adding queue members to queue, you can add users, public group, partner users, specify role of users etc.
4. What are approval process?
Salesforce supports wizard based easy to configure approval process. After an object is selected, the wizard guides the user through a step-by-step setup. Approval process is triggered when a user clicks on the "Submit for approval" button.
The approval process consists of the following steps -
5. Is it possible to create parallel approval process (ability for multiple user to approve or reject a record)?
Yes. Parallel approval process allows specifying (upto 25) multiple approvers. The approver setting could be set to unanimous, or first action. In unanimous parallel approval process, all approvers must approve a request, before it is considered as approved.
Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization's standard processes. Instead of doing this work manually, you can configure workflow to do it automatically.
Workflow automates the following types of actions based on your organization's processes:
- Tasks—Assign a new task to a user, role, or record owner.
- Email Alerts—Send an email to one or more recipients you specify.
- Field Updates—Update the value of a field on a record.
- Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.
2. A workflow already exists on object. Now user want to add time dependent workflow action to it but not able to get an option to select time dependent action. What might be issue?
Evualation criteria is set to “created, and every time it’s edited”
3. What is queue?
A queue can hold a predefined set of objects and consists of a set of users. Any of the queue members can pick up tasks assigned to the queue. Users or Queues can be owners of records.
While adding queue members to queue, you can add users, public group, partner users, specify role of users etc.
4. What are approval process?
Salesforce supports wizard based easy to configure approval process. After an object is selected, the wizard guides the user through a step-by-step setup. Approval process is triggered when a user clicks on the "Submit for approval" button.
The approval process consists of the following steps -
- Process definition
- Initial submission actions
- Step definitions
- Final Rejection actions
- Final Approval actions
5. Is it possible to create parallel approval process (ability for multiple user to approve or reject a record)?
Yes. Parallel approval process allows specifying (upto 25) multiple approvers. The approver setting could be set to unanimous, or first action. In unanimous parallel approval process, all approvers must approve a request, before it is considered as approved.
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