Workflow and Approval Process Salesforce Interview Questions

Table of Contents

  1. Workflow and Approval Process Salesforce Interview Questions
    1. 1. What is workflow rule and Workflow actions?
    2. 2. A workflow already exists on object. Now user want to add time dependent workflow action to it but not able to get an option to select time dependent action. What might be issue?
    3. 3. What is queue?
    4. 4. What are approval process?
    5. 5. Is it possible to create parallel approval process (ability for multiple user to approve or reject a record)?
    6. 6. Difference between workflow rule and approval process?
    7. 7. Is it possible to start approval process after records is created in salesforce without clicking on submit for approval button?
    8. 8. How we can achieve dynamic approval process like approve of position record should be user defined in hiring manager field of position?
    9. 9. Is it possible to skip steps in approval process?
    10. 10. Can we implement multilevel approval process in salesforce?
    11. 11. Can we update parent record with workflow field update?

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Workflow and Approval Process Salesforce Interview Questions

1. What is workflow rule and Workflow actions?

Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization’s standard processes. Instead of doing this work manually, you can configure workflow to do it automatically.
Workflow automates the following types of actions based on your organization’s processes:

  • Tasks—Assign a new task to a user, role, or record owner.
  • Email Alerts—Send an email to one or more recipients you specify.
  • Field Updates—Update the value of a field on a record.
  • Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.

Before adding new action you need to deactivate workflow rule and do the changes and then again activate it.

2. A workflow already exists on object. Now user want to add time dependent workflow action to it but not able to get an option to select time dependent action. What might be issue?

Evualation criteria is set to “created, and every time it’s edited”

3. What is queue?

A queue can hold a predefined set of objects and consists of a set of users. Any of the queue members can pick up tasks assigned to the queue. Users or Queues can be owners of records.
While adding queue members to queue, you can add users, public group, partner users, specify role of users etc.

4. What are approval process?

Salesforce supports wizard based easy to configure approval process. After an object is selected, the wizard guides the user through a step-by-step setup. Approval process is triggered when a user clicks on the “Submit for approval” button.
The approval process consists of the following steps:

  • Process definition
  • Initial submission actions
  • Step definitions
  • Final Rejection actions
  • Final Approval actions

Final Recall actionsIn workflow rule,action is triggered when a record meets an evaluation criteria. Workflow rules definition does not impact existing records. Workflow rule gets applied to new record creation or edits.

5. Is it possible to create parallel approval process (ability for multiple user to approve or reject a record)?

Yes. Parallel approval process allows specifying (upto 25) multiple approvers. The approver setting could be set to unanimous, or first action. In unanimous parallel approval process, all approvers must approve a request, before it is considered as approved.

6. Difference between workflow rule and approval process?

WorkflowApproval
They are activated when a record is saved.Approval process are triggered by explicitly clicking the “Submit for Approval” button.
Workflow consists of single step and different actionApproval process consists of multiple steps. Also different action is taken based upon whether the record is approved or rejected.

7. Is it possible to start approval process after records is created in salesforce without clicking on submit for approval button?

Yes. Process builder or apex trigger can be used to initiate approval process when record is created.

8. How we can achieve dynamic approval process like approve of position record should be user defined in hiring manager field of position?

It is possible through apex triggers because in standard approval process, you need to define approver while creating approval process.

9. Is it possible to skip steps in approval process?

Yes. In processes that have steps that are optional depending on criteria, use the skip step feature.
To skip steps, use filter criteria or formula, then choose what should happen to records that do not meet the criteria. The options are:

  • Approve Record (approves the request and performs all final approval actions).
  • Go to Next Step (skips this step and goes to the next step).

10. Can we implement multilevel approval process in salesforce?

Yes. Define different steps in approval process.

11. Can we update parent record with workflow field update?

Yes, only if relationship is master detail. If it is look-up relationship, then it is not possible.

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