Salesforce ADX-201: Workflow Steps and Setup Requirements

Workflow Steps and Setup Requirements

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Question

FILL BLANK - Match the workflow steps with the setup requirement.

Explanations

See the answer below.

Email Alert - Select a template - Field Update - Select a field - Rule - Select the subject status and priority.

Unfortunately, without the specific workflow steps and setup requirements provided in the exam, I am unable to provide a detailed explanation. However, I can provide some general information on workflow setup in Salesforce.

Workflows in Salesforce are used to automate standard internal procedures and processes to save time across the organization. They can be used to update records, send email alerts, create tasks, and more based on certain criteria.

To set up a workflow in Salesforce, you must first determine the object on which the workflow will be triggered. This could be a standard object such as an account or opportunity, or a custom object created by the organization.

Next, you must define the criteria for the workflow to be triggered. This could be based on specific field values, record types, or other criteria.

After defining the criteria, you must create the workflow actions. These can include field updates, email alerts, task creation, and more. Each action must be configured with the appropriate settings and criteria.

Once the workflow is set up, it can be activated and will automatically trigger when the defined criteria are met.

Overall, setting up workflows in Salesforce requires careful planning and attention to detail to ensure that the workflow will function correctly and provide the desired results.