app 备考

If Re-evaluate Workflow Rules After Field Change is enabled for a field update action, Salesforce re-evaluates all workflow rules on the object if the field update results in a change to the value of the field.

 

Record types can control which picklist values appear in a picklist field. You can also set which page layout is displayed for different users, based on Record Type, in conjunction with their Profile

 

You can't create a report or list view of pending workflow actions that are set to fire in the future. The Time Based Workflow Queue is where you can search for pending workflow actions. These actions will be removed automatically from the queue once/if they no longer meet their entry criteria.

 

The four available actions that can be associated with a workflow rule,

whether immediate or time-based are field updates,

email alert,

new task

and outbound messages.

 

Assignment Rules are used to dynamically assign ownership of leads and cases in Salesforce

 

The primary automation tools at your disposal with clicks instead of code are the Process Builder, Visual Workflows, Workflow Rules (with their accompanying immediate or time-based actions) and Approval Processes. Of these, only Visual Workflows may be leveraged to delete records. You can also delete record by using an Apex Trigger, which is beyond the scope of this particular certification

 

There are some instances where you are able to update fields on another object via a workflow rule action. These have to flow upward, from child (detail) to parent (master) and you have to have a Master-Detail relationship between the two objects (i.e. the objects cannot be un-related).

The Delegated Approver is the person appointed by an assigned approver as an alternate for approval requests

You can create and maintain multiple support processes for your organization to use. Support processes use the status field to identify a case within the support lifecycle

Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry. You can create rule entries, which define criteria for escalating a case, and escalation actions, which define what happens when a case escalates