What dies debug option in Flow Builder allow an administrator to do?
The debug option in Flow Builder allows an administrator to test the flow by entering custom values for input variables and then executing the flow step by step. This feature provides detailed information about each step's execution, helping to identify and troubleshoot issues within the flow. It's a crucial tool for ensuring that the flow behaves as expected before activation. Reference: Salesforce Help - Debug a Flow
A new VP of sales joined TrueGlobal Inc. TrueGlobal uses Salesforce for managing their global sales operations. The VP of sales wants to receive an email alert if a deal stage is changed to Closed Lost and the amount was greater than $1,000,000. What evaluation criteria should the administrator choose while creating this workflow rule?
For the VP of Sales at TrueGlobal Inc. to receive an email alert when a deal stage changes to Closed Lost with an amount greater than $1,000,000, the workflow rule should be set to trigger 'when a record is created, and any time it's edited to subsequently meet criteria.' This ensures the workflow rule evaluates the record both upon creation and any time the record is edited in a way that it meets the specified criteria, catering to both new and existing opportunities. Reference: Salesforce Help - Workflow Rule Considerations
If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria.
What is the recommended solution for this scenario?
For a scenario where different actions (sending an email and creating a task) need to be taken based on different criteria, and a record could meet both, using a single Process in Process Builder is recommended. This allows for the evaluation of multiple criteria within one process and the execution of multiple actions based on those criteria, even if a record meets more than one set of criteria. Reference: Salesforce Help - Process Builder
Which three options are appropriate to distribute as a flow in a Site or a Portal instead of a
Salesforce org?
Flows that are suitable for distribution in a Site or a Portal, rather than within a Salesforce org, include those intended for external users, such as customers or partners. Examples include a survey to collect feedback on new products, an interest form for an upcoming conference, and a new product registration form. These types of flows are designed to gather information or provide services to users who do not have access to the internal Salesforce org. Reference: Salesforce Help - Distribute Flows to Customers and Partners
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