What is Workflow in salesforce
or Why use?
Ans:-
workflow is an automated process rule.
This rule to perform when a record created and edited to check the specific
criteria.
What is Immediate Workflow Actions ?
Ans:-
1. New
Task Create 10
2. Field
Update 10
3. Email
Alert 10
4. Outbound
Messages 10
What is Time Dependent Work Flow?
Ans;-
Time-dependent actions that queue when a
record matches the criteria, and execute according to time triggers. For
example, salesforce.com can automatically send an email reminder to the account
team if a high-value opportunity is still open ten days before the close date.
Time Dependent Work flow does not follow the every time a record is created or edited workflow Evaluate Rule.
What is Approval Process?
Ans:-
Approvals are complex business processes this
rule to perform when a record approve or Rejected to Hierarchal Role User to
check the special Criteria. To create a new approval process, click Create New Approval
Process then select Use Jump Start Wizard to set up your approval process in a
few short steps. Or, select Use Standard Wizard to configure all approval
options.
Approval Process Step type:-
1.
Initial Submission Action
2.
Final Approval Action
3.
Final Rejections Action
4.
Recall Actions
What is Validation Rules?
Ans:-
Validation
rules help improves data quality by preventing users from saving incorrect
data. You can define one or more validation rules that consist of an error
condition and corresponding error message. Validation rules are executed at
record save time. If an error condition is met, the save is aborted and an
error message displayed.
Example:-
1.
Make fields conditionally required, depending on the value of
another field.
2.
Ensure that numbers are within a specified range, such as discount
is less than 30%.
3.
Enforce that date fields are the correct chronological sequence,
such as start date is before end date
What is Workflow Evaluate Rule ?
Ans:-
1. When a record is created, or when
a record is edited and did not previously meet the rule criteria.
2. Only when a record is created.
3. Every time a record is created or
edited.
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