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Salesforce Process Automation Exam Questions
- Topic 1: Automation Basics: In this topic, Salesforce consultants explore the advantages of automation, including efficiency and consistency, and determine the appropriate tools for various business scenarios. This section also introduces the foundational building blocks and functionalities of key automation types, such as Flows, Process Builder, and Workflow Rules, ensuring a solid understanding of their scope and usage.
- Topic 2: Tools and Best Practices: This topic delves into the technical and functional aspects of automation tools, such as the Migrate to Flow tool, emphasizing their capabilities, limitations, and critical components. Salesforce consultants also learn the process of creating Flows, Orchestrations, and Approvals and gain insights into automation best practices, such as modular design and optimization strategies.
- Topic 3: Testing, Distribution, and Monitoring: Salesforce consultants focus on identifying and building effective test cases to ensure automation reliability and consistency in this topic. It covers declarative distribution options, such as packaging and change sets, as well as monitoring and management capabilities like Scheduled Flow Runs and error monitoring.
- Topic 4: Integration: This topic provides Salesforce consultants with an understanding of standard integration features of Flows, such as external service calls and data integration. It also helps identify scenarios where low-code customization is the optimal choice. The emphasis on integration prepares consultants to extend automation capabilities to connect disparate systems and enhance business processes effectively.
Free Salesforce Process Automation Exam Actual Questions
Note: Premium Questions for Process Automation were last updated On Apr. 19, 2025 (see below)
Which two types of flows are supported by Salesforce Flow?
Salesforce Flow supports various types of flows, among which 'Autolaunched Flows' and 'Screen Flows' are two key types. Autolaunched Flows run in the background without user interaction and can be triggered by various events. Screen Flows, on the other hand, are user-interactive and can present screens to users to collect or display information during the flow execution. These types of flows provide a versatile toolset for automating business processes in Salesforce. Reference: Salesforce Help Documentation on Flow Types.
Once a flow is activated, what are the two requirements for any user to run the flow?
Once a flow is activated, for any user to run the flow, they need access to all the records referenced inside the flow and all the referenced fields in those records (A), and they require the ''Run Flows' user permission (D). These requirements ensure that users have the necessary permissions to interact with the data the flow processes and the ability to execute flows within the Salesforce environment. Reference: Salesforce Help Documentation on Flow Execution and User Permissions.
Which resource should be used as a placeholder to store temporary values, and can be changed
during a Flow?
Variables in Salesforce Flows are used as placeholders to store values that can change during the execution of the flow. Variables can hold different types of data, such as text, numbers, or records, and can be updated as the flow progresses, making them ideal for storing temporary values needed throughout the flow. Reference: Salesforce Help - Flow Variables
Which three building blocks are used to create a Flow?
There are 3 main ''building blocks'' of any Flow:
1.Elementsare the individual building blocks of the Flow. These perform logical actions such as assignments, decisions, or loops. There are also data elements that will query the database or commit record changes.
2.Connectorsdetermine which element leads to which. Winter '21 enables Auto-Layout, and connects the Elements together automatically.
3.Resourcesare the individual variables of data that are to be used in a Flow -- these can be strings of text, numbers, records, formulae, or collections.
Where would a flow designer navigate to add a Screen Flow to a Lightning Page?
To add a Screen Flow to a Lightning Page, navigate to Setup, then to Lightning App Builder, and select the specific Page you want to edit. In the Lightning App Builder, you can add the Flow component to the page and configure it to display the desired Screen Flow. This allows for the integration of flows directly into Lightning Pages, enhancing the user experience and functionality of the page. Reference: Salesforce Help - Add Flows to Lightning Pages
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