Salesforce Exam ADX-201: Essentials for New Lightning Experience Administrators

Do Workflow Rules Trigger Automatically and Are They Visible to Users?

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Question

Workflow rules trigger automatically and are visible to the user.

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A. B.

B.

Workflow rules are invisible to the end user.

The statement "Workflow rules trigger automatically and are visible to the user" is partially true and partially false.

Workflow rules are used to automate certain actions in Salesforce, such as updating fields, sending email alerts, creating tasks, or submitting approval requests. When certain conditions are met, the workflow rule triggers and performs the designated actions.

However, the visibility of the workflow rules to users depends on their access level and permissions. By default, workflow rules are not visible to standard users unless they have the "View Setup and Configuration" permission enabled in their profile. Therefore, only system administrators and users with the appropriate permission can view and modify workflow rules.

Additionally, the actions performed by a workflow rule may or may not be visible to the user, depending on the type of action and their access to the records affected by the rule. For example, if a workflow rule updates a field on a record that the user does not have access to, they will not see the change. On the other hand, if a workflow rule sends an email alert to the user, they will see the email in their inbox.

In summary, while workflow rules do trigger automatically when certain conditions are met, their visibility to users depends on their access level and the actions performed by the rule. Therefore, the statement "Workflow rules trigger automatically and are visible to the user" is false in some cases and true in others.