Study for the Administrator Certification Exam > Cert Prep: Administrator: Applications and Activities > Study Up on Workflow and Automation
Learning Objectives
After completing this unit, you will be able to:
- Identify the appropriate automation solution based on the capabilities of the tool.
- Describe capabilities and use cases for Flow
- Describe and demonstrate capabilities and use cases for the approval process.
Key Topic Areas
This unit prepares you for the workflow and automation section of the Salesforce platform administrator exam, which makes up 16% of the overall exam. This section of the exam tests these topics.
- Workflows
- Process Builder
- Flow Builder
- Approval Process
Like the previous unit, this unit contains practice scenario-based questions and flashcards.
Exam Practice Questions
Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click 
to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.
Question 3 of 6
Ursa Major Solar has an auto-response rule to send emails when a customer submits a new case, and an assignment rule to determine case ownership for new cases. In addition, the case object has validation rules to ensure that each case includes values for all fields needed by its owner to resolve the case. In which order does Salesforce process the immediate actions associated with workflow rules and related business automations for a newly created record?
- auto-response rule to send emails for new case
- assignment rule to determine case ownership
- validation rules
Question 4 of 6
Ursa Major Solar has a team of account managers that requested email alerts anytime an opportunity or case is created on accounts that they own. What is the minimum number of workflows needed to accomplish this task?
- trigger record created
- check if the opportunity or case is related to the account that the account manager owned
- send email
Question 5 of 6
Ursa Major Solar has created an automated approval process to quickly communicate and improve their customer service. What are two final approval actions in an approval process?
- change the status to approval
- send email
Question 6 of 6
The administrator at Universal Containers is creating a flow with several steps. How can the administrator check their work as they are developing the flow?
Exam Topic Flashcards
The following flashcards cover workflows and automation. Use these interactive flashcards to brush up on some of the key topics you’ll find on this part of the exam.
Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card.
Flashcard 1 of 9
Ursa Major Solar wants to assign a task automatically to account managers when a customer’s agreement is about to expire.
How should an administrator configure this functionality?
Create a time-based workflow on account with a rule criteria of Agreement End Date > TODAY().
An administrator created a workflow rule that sends email alerts when a case with a high priority is created. A new support engineer who works remotely at Ursa Major Solar complains about not receiving the email alerts. All other users at Ursa Major Solar receive these email alerts.
How can an administrator troubleshoot this issue?
Verify the user’s email address
Ursa Major Solar wants to create a workflow rule to send an email alert to members of its board of directors, none of whom use Salesforce.
How many of the board members can be added to a single email alert?
Up to 5 additional email addresses can be added to the email alert.
Flow
An application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users
Quick Action
- Quick actions can be object specific or global.
- The Update action type is not available in global actions.
- You can use actions in a process.
Process Trigger
- Every process includes a trigger, which tells the process when to start.
- How you configure that trigger depends on what type of process you’re creating:
- Record change
- Event
- Invokable (호출 가능)
Approval Process
- Automates how records are approved in Salesforce
- Specifies each step of approval, including from whom to request approval and what to do at each point of the process
Delete an Approval Process
- Before you delete an approval process, make sure it’s inactive.
- Delete pending approval requests that are associated with it, and remove them from the recycle bin.
Activate an Approval Process
An approval process must have at least one step before you can activate it. After an approval process is activated, you can’t add, delete, or change the order of the steps, or change its reject or skip behavior, even if the process is inactive.
Practice Exam
Congrats! You’ve completed your Salesforce Platform Administrator certification prep. Ready to put your knowledge to the test? The link below will take you to a timed Salesforce Certified Platform Administrator interactive practice test. This practice test is designed to mimic the actual Platform Administrator exam. When taking the test, be sure to read each question carefully then click on the answer you believe to be correct. Note: some questions may have more than one correct answer. If you are unsure of an answer and would like to come back to it later, click “Review” in the upper right-hand corner to mark a question for review.
When you reach the end of your practice test, click “Submit” to submit your answers. You’ll be taken to a results screen which will display your overall practice test score, the time taken to complete the test, and how you performed on each section. If you’d like to review questions and answers in detail, click “Review” from the results page. You may print your results by clicking the “View/Print” button. Good luck, Trailblazer!
Quiz +100
- The Workflow and Automation section makes up what percentage of the Platform Administrator Certification exam?
A. 8%
B. 10%
C. 12%
D. 16% - Which key topics are covered in the Workflow and Automation section of the Platform Administrator Certification exam?
A. List views, process builder
B. Opportunities, Chatter activity
C. Creating workflows, approval processes
D. Approval processes, Salesforce Knowledge