Workflow Rules
Workflow Rules
Automation
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Workflow Rules
Automating repeated sales activities can save time and effort for your sales team. The reps have to send emails, make follow-up calls, update the prospect's status, assign tasks to peers, and more throughout the sales process. By automating these activities, they can spend more time on actual selling.
Workflow rules allow organizations to automate business activities based on a predefined rule being triggered. This will ensure that these activities continue to occur each time the condition in the rule is satisfied.
In this video, you will learn about workflow rules and how to create them and set the conditions for the trigger.
Useful link: Configure Workflow Rules
You cannot set actions for multiple records in one workflow.
True
Incorrect
Sorry! You can set actions for multiple records in one workflow.
False
Correct
Well done! You can set actions for multiple records in one workflow.
Workflow rules can be viewed by going to:
Workflow usage reports
Incorrect
Sorry! This is just one of the options.
The timeline of a particular record
Incorrect
Sorry! This is just one of the options.
Audit log
Incorrect
Sorry! This is just one of the options.
Any of the above
Correct
Well done! Workflow rules can be viewed by going to any of the above options.
It is possible to create a scheduled action without associating any action to it.
True
Incorrect
Sorry! It is not possible to create a scheduled action without associating any action to it.
False
Correct
Well done! It is not possible to create a scheduled action without associating any action to it.
A workflow rule can have multiple actions.
True
Correct
Well done! A workflow rule can have multiple actions.
False
Incorrect
Sorry! A workflow rule can have multiple actions.
What happens when a workflow rule is deleted?
Instant and scheduled actions will be dissociated from the rule. Changes will be applied to records that have already been impacted by the workflow rule accordingly.
Correct
Well done! Changes will be applied to records that have already been impacted by the workflow rule accordingly.
Instant and scheduled actions will be dissociated from the rule. However, the changes will not be applied to records that have already been impacted by the workflow rule.
Incorrect
Sorry! Changes will be applied to records that have already been impacted by the workflow rule accordingly.
You cannot save a rule without adding:
An instant action
Incorrect
Sorry! You cannot save a rule without adding either an instant action or a scheduled action.
A scheduled action
Incorrect
Sorry! You cannot save a rule without adding either an instant action or a scheduled action.
Either of the above
Correct
Well done! You cannot save a rule without adding either an instant action or a scheduled action.
Which of the following is not a step in setting up a workflow rule?
Adding the basic details
Incorrect
Sorry! This is a step in setting up a workflow rule.
Specifying the rule trigger
Incorrect
Sorry! This is a step in setting up a workflow rule.
Specifying workflow conditions
Incorrect
Sorry! This is a step in setting up a workflow rule.
Specifying actions
Incorrect
Sorry! This is a step in setting up a workflow rule.
Assigning a record
Correct
Well done! This is not a step in setting up a workflow rule.
It is not possible to edit an existing workflow action.
True
Incorrect
Sorry! It is possible to edit an existing workflow action.
False
Correct
Well done! It is possible to edit an existing workflow action.
There is no limit to the number of criteria that can be added to a workflow rule.
True
Incorrect
Sorry! There is a limit to the number of criteria that can be added to a workflow rule.
False
Correct
Well done! There is a limit to the number of criteria that can be added to a workflow rule.
You can create a workflow rule to trigger sending a text message automatically whenever a record is deleted.
True
Correct
Well done! You can create a workflow rule to trigger sending a text message automatically whenever a record is deleted.
False
Incorrect
Sorry! You can create a workflow rule to trigger sending a text message automatically whenever a record is deleted.
Workflow rules can be set for the records that are imported to CRM.
True
Correct
Well done! Workflow rules can be set for the records that are imported to CRM.
False
Incorrect
Sorry! Workflow rules cannot be set for the records that are imported to CRM.
Whenever a workflow rule is created to send emails, the emails will be sent to all the Leads or Contacts regardless whether they have disabled or enabled the Email opt out option.
True
Incorrect
Sorry! The emails will not be sent to the Leads or Contacts if they have enabled the Email opt out option.
False
Correct
Well done! The emails will not be sent to the Leads or Contacts if they have enabled the Email opt out option.
Which of the following cannot be performed through scheduled actions?
Updating a field
Incorrect
Sorry! This can be performed through scheduled actions.
Sending a notification
Incorrect
Sorry! This can be performed through scheduled actions.
Creating a record
Correct
Well done! This cannot be performed through scheduled actions.
Sending an SMS
Incorrect
Sorry! This can be performed through scheduled actions.
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