Skip to main content
Build the future with Agentforce at TDX in San Francisco or on Salesforce+ on March 5–6. Register now.

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 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 Expand button  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.

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. 

Looking for more information? Explore these related badges. 

Badge Content Type
Lightning Flow badge
Salesforce Flow
Module
Automate Business Processes for a Recruiting App badge
Automate Business Processes
for a Recruiting App

Project
Build a Discount Approval Process badge
Build a Discount
Approval Process

Project
Build a Battle Station App badge
Build a Battle
Station App

Project

Practice Exam

Congrats! You've completed your Salesforce Administrator certification prep. Ready to put your knowledge to the test? The link below will take you to a timed Salesforce Certified Administrator interactive practice test. This practice test is designed to mimic the actual 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!

Share your Trailhead feedback over on Salesforce Help.

We'd love to hear about your experience with Trailhead - you can now access the new feedback form anytime from the Salesforce Help site.

Learn More Continue to Share Feedback