The Salesforce Admin needs to automate a process that sends an approval request to the VP of Sales for any account record that changes from Prospect to New Customer. What process automation capabilities would the Admin use to meet this requirement?
To automate the process of sending an approval request when an Account record changes from Prospect to New Customer, the best approach would be to use Salesforce Flow to update the Account field value and then trigger an Approval Process to notify the VP of Sales. This approach allows for a more flexible and powerful automation compared to using Apex Triggers or Process Builder alone. Salesforce Flow can detect record changes and perform complex logic, including updating records and initiating approval processes. The Approval Process can then be configured to send an approval request to the VP of Sales. This solution aligns with Salesforce's best practices for leveraging declarative automation tools before resorting to code. Reference: Salesforce Help Documentation on Flow and Approval Processes.
An Administrator needs to notify the CEO via email requesting sign-off anytime an opportunity's discount reaches higher than 40% leave comments. Which tool should the Administrator use to accomplish this?
To notify the CEO via email for an Opportunity's discount exceeding 40%, Process Builder is the most suitable tool. Process Builder allows for the creation of automated processes that can perform actions based on specific criteria, such as sending an email alert. In this scenario, the Process Builder can be configured to trigger when an Opportunity record's discount field reaches above 40%, and then an immediate action can be set up to send an email notification to the CEO. This method is efficient and does not require coding, making it accessible for administrators. Reference: Salesforce Help Documentation on Process Builder.
Which Process Builder component determines when a process runs?
In Process Builder, the component that determines when a process runs is the 'Criteria'. Criteria are defined conditions that must be met for the process to execute its associated actions. When a record change or event occurs that matches the defined criteria, the process triggers its actions. This allows for precise control over when and how automated processes are executed in Salesforce. Reference: Salesforce Help Documentation on Process Builder.
Universal Container (UC) recently migrated to Lightning Experience. How can UC allow users to upload a file during a Flow?
To allow users to upload a file during a Flow in Lightning Experience, the 'File Upload' standard Screen Component should be used. This component is part of the Salesforce Flow Builder and enables users to upload files as part of a flow without the need for custom development or external solutions. It's a straightforward way to incorporate file uploads into automation processes, enhancing user interaction within flows. Reference: Salesforce Help Documentation on Flow Builder.
Which two types of flows are supported by Salesforce Flow?
Salesforce Flow supports various types of flows, among which 'Autolaunched Flows' and 'Screen Flows' are two key types. Autolaunched Flows run in the background without user interaction and can be triggered by various events. Screen Flows, on the other hand, are user-interactive and can present screens to users to collect or display information during the flow execution. These types of flows provide a versatile toolset for automating business processes in Salesforce. Reference: Salesforce Help Documentation on Flow Types.
