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Refresh on Business Logic and Process Automation

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe the capabilities of and use cases for record types.
  • Demonstrate the use of formula fields to meet stated business requirements.
  • Determine the capabilities, use cases, and implications of roll-up summary fields.
  • Demonstrate the use of validation rules to meet stated business requirements.
  • Determine the capabilities and use cases for approval processes.
  • Determine the capabilities and use cases for workflow, Flow, and Process Builder.
  • Recommend a solution to automate business processes while avoiding errors in automation.

Key Topics

This unit prepares you for the Business Logic and Process Automation section of the Salesforce Platform App Builder exam, which makes up 28% of the overall exam. This section of the exam tests these topics. 

  • Formula fields use cases
  • Roll-up summary fields capabilities
  • Validation rules
  • Approval processes
  • Workflow, Flow, and Process Builder
  • Avoiding errors in automation

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you’ll encounter as a Salesforce Platform App Builder. Looking at these scenarios helps prepare you to take the Business Logic and Process Automation section of the Salesforce Platform App Builder exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

Download the Guide

Would you like a hard copy of this module’s content as a study aid? Download the Platform App Builder Certification Prep: Data Modeling and App Deployment guide. (Each module in this trail includes a link to a printable version of the content that you can download.)

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.

Did you choose a wrong answer? Check out the table for related study material.

Question 1

Review Respond to an Approval Request to understand more about what permission a user needs to respond to a request.

Question 2

Explore the Lightning Process Builder and learn about the three types of processes and order when executed.

Question 3

Study Which Automation Tool Do I Use to identify the type of business process that you’re automating and use the proper tool. 

Exam Topic Flashcards

The following flashcards cover approval processes, workflow, Flow, and Process Builder. 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 or tap 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.

Did you choose a wrong answer? Check out the table for related study material.

Flashcard 1

Study Considerations for Converting Leads to learn how record types behave during lead conversion.    

Flashcard 2

Review where validation rules are in the order of execution by studying Validation Rule Considerations.

Flashcard 3

Learn the Elements of a Formula to identify specific formula functions, use cases, and capabilities for formula fields.

Flashcard 4

Describe the use cases and capabilities of a Roll-Up Summary Field. 

Flashcard 5

Learn about Considerations for Time-Dependent Actions and Time Triggers to understand the ramifications of field updates when potential recursion could occur.

Looking for more information? Explore these related badges.

You’ve reviewed the Business Logic and Process Automation section of the exam. Next, let’s take a look at the App Deployment section. 

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