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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 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

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