Salesforce Platform App Builder Certification Training - Demo Three- Process Builder Creation and Configuration

The video tutorial provides a comprehensive guide on automating business processes using Salesforce. It covers the setup and use of Process Builder, offering best practices and examples. The tutorial emphasizes building and testing processes in a sandbox environment before deploying them to production. It walks through creating a sample process, setting triggers and actions, and configuring email alerts with templates. The tutorial aims to equip users with the knowledge to effectively automate processes in Salesforce.

What is the first step in deciding how to automate a business process?

• Choosing the right software

• Understanding the complexity and needs

• Hiring a consultant

• Setting a budget

Which Salesforce resource provides guided tours and hands-on steps?

• Salesforce Community

• Trailhead

• Salesforce Documentation

• Salesforce Support

Where should you typically build and test a new process in Salesforce?

• In a sandbox environment

• In a third-party tool

• In the production environment

• Directly on the live site

What action is triggered when the opportunity stage changes to 'Closed Won'?

• A congratulatory email is sent

• A notification is sent to the manager

• A report is generated

• A task is created

What is the purpose of using a pick list in Salesforce Process Builder?

• To delete existing records

• To create a new record

• To choose specific field values

• To select multiple records

Which template type can be chosen for an email alert in Salesforce?

• Image or Video

• Classic or Lightning

• PDF or Word

• HTML or Text

Who can receive the email alert when an opportunity stage changes?

• Roles and individuals in the organization

• Only the manager

• External partners

• The entire company