FAQ | Basic Interview Questions On Workflow | Salesforce Admin| kanika chauhan
Limitations of Workflows That Triggers in Salesforce Overcome
PROCESS BUILDER
Q. Points to consider when calling apex class from process builder?
Q.Explain Recursion – Allow process to evaluate a record multiple times in a single save operation?
When you add objects to your process, you can choose to evaluate a record multiple times in a single save operation.
If you choose this option, the process can evaluate the same record up to five additional times in a single save operation. It might reevaluate the record because a process, workflow rule, or flow updated the record in the same save operation. When a record is reevaluated, the process uses the most recent values for that record.
For example, your sales review process includes multiple steps, approvals, notifications, and fields that need to be updated. Some of these changes may be part of your process, or they may be managed by other workflow rules or flows in your org. If you let the process reevaluate a record multiple times in a single save operation, you can manage and evaluate all of these changes—even changes from other processes—in a single save operation in your process.
Example:
In process builder = if b=100 =>change c= 200
In flow if a-10 => b =100
Initial Value :b, c =>0 a=10
B has no value so process builder is bypass
Flow has a=10 so b becomes 100
Now Process builder already ran but we have checkbox true-so it verifies.
Now as b = 100, so c becomes 200
Q.Do you want to execute the actions only when specified changes are made to the record?
It is equal to Created or edited to subsequently match the criteria of workflow
Q.What should be the condition we need to specify in process builder to specify schedule actions?
Below are 2 conditions:
Only when record is created
When record is created or edited and while define criteria select the checkbox for below setting
Q.Is it possible to edit the process once it is activated? No, You need to clone and while cloning you can create new process or create new version.
Q.What can be done using Process Builder?
Creating records: This will allow you to create a new record and create different field values for a record.
Updating records: You can update one or more records which are somehow related to the record that started the process. This can be done either by manually entering records or by using the records from a related record.
Posting on Chatter: Process Builder allows you to post on Chatter for sharing any information to any user.
Quick action: If you already have global actions or objects, within Salesforce, you can use Quick action to use them in any other record.
Launch/trigger the flow: It is possible for you to launch the flow from your process to automate different processes.
Submitting the record automatically for approval: The record which started your process can be submitted. Any other record can’t be automatically submitted.
Call/trigger Apex code: You can invoke an Apex code which you have already written within Salesforce.
Invoking another process: This action will actually invoke a process to another process.
Q.Whenever there is any change into Contact Email update custom field of Associated Account with the latest Changes into the account email.
We will go for process builder because using workflow we cannot update related record other than master detail
Q .Update custom field of Account Object?
Workflow is the right automation tool for the above scenario
Q.Update all related case and Contacts with the same email of account whenever account email changed.
Process Builder will be the right tool to use here as we need to update all contacts and cases there may be more than 1 and Process Builder allows you to do the same.
Q.Count no of child records related to master record into Lookup relation.
You have to go for the custom solution using Apex Trigger.
Q. What DML operations can be done using Process builder
1. Process Builders cannot handle before DML It executes after a record has been created or updated. Whereas Apex triggers can handle both before and after DML operations.
2. Process Builder cannot handle delete and undelete DML. Whereas Apex triggers can handle all DML operations.
Q.Process Builder Vs Apex Trigger?
| Process Builder | Apex triggers |
| You cannot handle before DML operation.It executes only after a record has been updated or created. | You can handle both before and after DML operations. |
| You cannot handle deleting and undelete DML. | You can handle all DML operations. |
| An error reported in Process Builder is more generic which makes it difficult to find the origin of the error. | Exception handling can be made more specific. |
| You cannot update unrelated records. | You can update unrelated records. |
| You have to use Process Builder in conjunction with flows to create custom record sharing. | Share records with more complex criteria than sharing Rules Permits. |
| You cannot create email templates that pull information from multiple records and objects combined, solely by using Process Builder. | You can create email templates that pull information from multiple records and objects (combined with Visualforce). |
If any user wants to perform DML operation on setup and non-setup object in the same transaction then there is a chance of generating “Mixed DML Operation” error.
Example:
ABC company give a requirement to their employees, if any employee joins our company then we will create a user in user object and as well as we will auto create a sick leave, casual leave, earn leave in there leave balance object which is a custom object. If an employee will perform this scenario then an employee will get Mixed DML Operation error.
Solution:
As we know we can not use DML operation on the setup and non-setup object in the same transaction then we have to separate it by time dependent trigger
Q.How to call Future methods from Process Builder?
To call Future methods from Process Builder, call the future method from the invocable method.
Q.What are the things which we can not do with process builder in Salesforce?
Q. What kind of related records can we update using process builder in Salesforce?
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16.Suppose if a record meets workflow criteria for time based workflow action, the action goes in queue. Later, before the time based action is triggered, the same record gets modified and the criteria previously met is changed and now it does not meet the workflow criteria. What happens to the time based action placed in Queue?
Field updates in workflow and approval processes specifies the field that we want updated and inserting the new value for it. Depending on the field type, we can choose the following options. They are apply a specific value, make the value blank, or calculate a value based on a formula you create.
Components of Workflow in Salesforce
Workflow rules in Salesforce can be broken down into two main components:
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Ans:Email alert is one of the action used in workflow and approval. They are used to generate email template by a workflow rule or approval process and sent to destination recipients. We can send workflow email alerts to users, contacts having an valid email address.
Ans:Workflow tasks in salesforce are used to assigns a task to users. Using tasks we can specify the Subject, Status, Priority, and Due Date of the task. Tasks are workflow & approval actions that are triggered by workflow rules or approval processes.
Ans:In salesforce.com. workflows consists of 5 components they are.
Ans:Analytical Snapshot in Salesforce are used to create reports on historical data.
Ans:To enable floating report header in salesforce go to Setup=>Customize=>Reports and Dashboards=>User Interface settings=>Click on enable floating report header.
Ans:Floating report headers enables us to display the column header visible on each page when we scroll the report page.
Ans:The user must have “View All Data” permission is required to set the running users.
Ans:User who have permissions in managed dashboard can access drag and drop dashboard.
Ans:Dynamic dashboards in Salesforce displays set of metrics that we want across all levels of your organization.
Dynamic Dashboards in salesforce are Created to provide security settings for the dashboards in salesforce.com. We may have a requirement in an organization to “view all data” by every user in an organization according to their access we have to select Run as Logged-in User. There are two setting option in Dashboards. They are
Ans:No, we can not schedule dynamic dashboards for refresh. It must be done manually.
Ans:Salesforce dashboard components are used to represent data. Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. We can use up to 20 components in single dashboard.
Ans:Salesforce Dashboards are the graphical representation and visual presentation of reports data in salesforce.
Ans:No, it is not possible to delete reports using data loaders.
Ans:In salesforce reports, bucket fields are used to categorize reports records. When we use bucket field in reports there is no need of creating formula or a custom field.
Ans:In Salesforce.com, most reports run automatically when we click on the report name. If we want to run a report click on “Run Report” to run automatically.
Ans:Custom report types in salesforce allows us to build framework in the report wizard when creating custom reports. This custom reports can be created between standard and custom objects.
Ans:Trend reports in salesforce are those which displays historical data. Trend reports are used to analyse which fields contains data that we want to leave out.
Ans:Matrix reports is salesforce are those where the data is arranged in grid format having rows and columns. Data is arranged vertically and horizontally in tables like excel format.
Ans:Custom reports in salesforce are those created by user with specific criteria. These type of report can be deleted, edited and stores in personal folders.
Ans:Standard reports in salesforce are those provided by salesforce.com. These type of reports can not be deleted and used primarily for creating custom reports.
FAQ
What is workflow in Salesforce interview questions?
What is workflow used for in Salesforce?
- Immediate Actions: These actions are executed immediately when the criteria for a rule is met.
- Time-Triggered Actions: These actions execute at a specific time which is specified when creating this type of action. …
- Email Alert: …
- Field Update: …
- Tasks: …
- Outbound Message:
What are the four types of workflow actions?
