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Review 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.
  • Describe the capabilities of and use cases for formula fields.
  • Describe the capabilities of and use cases for validation rules.
  • Describe the capabilities of and use cases for approval processes.
  • Describe the capabilities of and use cases for workflow, flow, and Process Builder.
  • Describe the capabilities of, use cases for, and implications of roll-up summary fields.
  • Given a set of business requirements, recommend a solution to automate business processes.
  • Describe the ramifications of field updates and the potential for recursion.

Key Topics

This unit prepares you for the business logic and process automation section of the Salesforce Platform App Builder exam, which makes up 27% of the overall exam. This section of the exam tests these topics.

  • Workflows, flows, and Process Builder
  • Automating business processes and approvals
  • Ramifications of field updates and potential for recursion
  • Formula fields
  • Record types
  • Roll-Up summary fields
  • Validation rules

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you can 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).

The unit also contains interactive flashcards centered around study topics that help you prepare for the business logic and process automation section of the exam. 

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 and 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. and 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 get a scenario wrong? Check out the table below for related study material.

Scenario 1
Review Respond to an Approval Request to understand more about what permission a user needs to respond to a request.
Scenario 2
Explore Lightning Process Builder and learn about the three types of processes and order when executed.

Exam Topic Flashcards

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.

Did you get a flashcard wrong? Check out the table below 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.

Related Badges

Looking for more information? Explore these related badges.

Badge
Content Type
Formulas and Validations badge icon.
Module
Lightning Flow badge icon.
Module
Workflow Rule Migration badge icon.
Module
Screen Flow Distribution badge icon.
Module



Flow Builder badge icon.
Module
Lightning Experience Productivity badge icon.
Module

Process Automation Specialist badge icon.
Superbadge

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