75 questions
Flow & Automation interview questions
Original verified answers. Tag what matters in your dashboard.
- SF-0078 What is a formula field? Concept Easy
- SF-0079 What is the maximum character limit of formula field? Concept Easy
- SF-0080 What can we do if the requirement for formula field is very complex and it exceeds character limit? Scenario Medium
- SF-0081 Which type of fields cannot be used in the formula field? Concept Medium
- SF-0082 What is the difference between ISPICKVAL() and INCLUDES()? Compare Medium
- SF-0083 Explain the difference between ISNULL() and ISBLANK()? Compare Medium
- SF-0084 What are the return types for formula fields? Concept Easy
- SF-0085 What will be the return type of formula field when we have to find the difference between two dates? Ex: Date of joining minus today? Scenario Medium
- SF-0086 What are cross object formula fields? Concept Medium
- SF-0087 What are the validation rules? Concept Easy
- SF-0088 Is there a way to avoid deletion of records using validation rules? Scenario Medium
- SF-0089 How to ignore or bypass validation rules? Scenario Medium
- SF-0090 Can we run validation rules only for new records and not while updating the records? Scenario Medium
- SF-0091 Can we use validation rule to make the field mandatory and why we use validation rule for this instead of using page layout or making a field required when creating the field? Scenario Medium
- SF-0096 What are the different automation tools available in salesforce? Concept Easy
- SF-0097 What are workflows? Concept Easy
- SF-0098 In which order individual actions and types of actions are executed in workflow? Concept Medium
- SF-0099 What are outbound messages? Or How can we send a message or data using outbound messages? Concept Medium
- SF-0100 How many different types of email templates we can use in workflow email alert? Concept Easy
- SF-0101 In the workflow field update, can we update the related object fields, or can we update the cross object fields? Scenario Medium
- SF-0102 In workflow field update can we update the related object fields or can we update the cross object fields? Scenario Medium
- SF-0103 What if we want to do field update from parent to child? Scenario Medium
- SF-0104 What are the different evaluation criteria we have in workflows? Concept Medium
- SF-0105 What is the difference between 2nd and 3rd evaluation criteria? Compare Medium
- SF-0106 What are the different options we have in workflow rule criteria? Concept Medium
- SF-0107 What if we neither have any criteria to meet nor any formula to evaluate, then how can we skip the rule criteria as it is mandatory field? Scenario Medium
- SF-0108 Can we create more than one workflow for an object? Scenario Easy
- SF-0109 How can we view or monitor pending time-based workflow action? Scenario Medium
- SF-0110 Can we delete the pending time-based workflow actions? Scenario Medium
- SF-0111 What happens to the workflow rules when the object is deleted? Scenario Medium
- SF-0112 What happens when a time-dependent action is in a queue and waiting for the right time to trigger and in between we edited the record and changed the condition after which original record no longer meets the triggering criteria? Scenario Hard
- SF-0113 What is the order in which salesforce processes rules? Concept Hard
- SF-0114 Can we create workflow rules on the user object, and what are its limitations? Scenario Medium
- SF-0115 What is an approval process and how it is different from workflow rule? Compare Medium
- SF-0116 Give an example of where we will implement the approval process? Scenario Easy
- SF-0117 Give a complex example where we will implement a multi-step approval process? Scenario Hard
- SF-0118 How can a user submit the records for approval? Scenario Easy
- SF-0119 Can the user recall the submitted approval record? Scenario Easy
- SF-0120 Can the approver re-assign the record to another user for approval? Scenario Medium
- SF-0121 What is delegated user in salesforce? Concept Medium
- SF-0122 Sometimes when we click "submit for approval" button, then we get the below error. What is the reason? Scenario Medium
- SF-0123 Can the users edit the records while it is pending approval? Scenario Medium
- SF-0124 Can a record be automatically approved, rejected or skipped based on specific criteria? Scenario Hard
- SF-0125 What are the different wizards we have in salesforce approval process, and which one should the user use? Concept Medium
- SF-0126 Can the user approve the approval request via email? Scenario Easy
- SF-0127 Is it possible to trigger the approval process without the user clicking on the "Submit for approval" button? Scenario Hard
- SF-0128 Apart from Assigned approver and delegated approver who else can approve the approval request? Concept Medium
- SF-0129 What is a process builder? Concept Easy
- SF-0130 What are the different processes a process builder supports? Concept Medium
- SF-0131 How different is process builder from workflow? Compare Medium
- SF-0132 Can we have multiple if and else like conditions in process builder? Scenario Medium
- SF-0133 Can we create more than one process builder for an object? Scenario Easy
- SF-0134 How can we create time dependent or Scheduled action in process builder? Scenario Medium
- SF-0135 What is the minimum time we can set to trigger the time dependent actions? Concept Medium
- SF-0136 What if we want to trigger the time dependent action after 30 minutes? Scenario Medium
- SF-0137 What are process versions in process builder? Concept Medium
- SF-0138 What is a flow? Concept Easy
- SF-0139 How many types of flow are there in salesforce? Concept Medium
- SF-0140 What is the difference between screen flow and auto launched flow? Compare Medium
- SF-9209 Whenever a case is created with origin as 'Phone' set status as 'New' and Priority as 'High' Scenario Easy
- SF-9210 Whenever Lead is created with LeadSource as Local give rating as cold otherwise hot Scenario Easy
- SF-9213 Create an account using a New button with default values pre-populated on the screen — how? Scenario Easy
- SF-9220 A workflow rule is not firing as intended — how do you troubleshoot it? Scenario Easy
- SF-9222 Automate updating the Opportunity Stage after a follow-up email is sent — how? Scenario Easy
- SF-9245 A Salesforce Flow is causing performance issues in production — how do you diagnose? Scenario Easy
- SF-9250 A workflow rule isn't working as intended — what would you do? Scenario Easy
- SF-9252 Automate updating the Opportunity Stage after sending a follow-up email Scenario Easy
- SF-9258 A company needs to automate lead assignment when new leads are registered — which Salesforce tool would you use? Scenario Easy
- SF-9259 Manual data entry is slow and error-prone across multiple departments — how would you handle this? Scenario Easy
- SF-9260 A business requires automating multi-step processes with notifications and record updates — what solution would you recommend? Scenario Easy
- SF-9263 A company wants to prevent discounts beyond a certain percentage without authorization — what control mechanism applies? Scenario Medium
- SF-9290 Client wants to automatically assign leads to sales reps based on zip codes — how would you implement? Scenario Easy
- SF-9294 Sales managers must approve discounts over 30% on Opportunities — design the approval process Scenario Medium
- SF-9313 Send a welcome email automatically every time a new Contact is created Scenario Easy
- SF-9317 Notify account managers when their accounts have had no activity in the last 30 days Scenario Easy
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