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 workflow/process.
  • 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 8% of the overall exam. This section of the exam tests these topics.

  • Approval processes
  • Workflows
  • Time dependent workflows
  • Process Builder

Like the previous units, 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 on the answer you think is correct. Some questions may have more than one correct answer. Click submit, and you get a pop-up telling you whether the answer you chose is correct or incorrect, and why. When you reach the end, you can review the answers or retake the questions

Exam Topic Flashcards

These 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
Automate Business Processes for a Recruiting App badge
Automate Business Processes
for a Recruiting App

Build a Discount Approval Process badge
Build a Discount
Approval Process

Quick Start: Process Builder badge
Quick Start:
Process Builder

Build a Battle Station App badge
Build a Battle
Station App


Congratulations. You’ve covered over 20% of the Administrator Certification test material in this badge. You are well on your way. 

You’ve reviewed these sections. 

  • Reports and dashboards
  • Workflow and automation

Be sure to review the other three Administrator Certification Prep badges. Good luck on your exam!

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