Process Automation Flashcards

Which automation tool in Salesforce is best suited for sending an email alert when a Case is escalated to Priority 'High'?

Answer: Flow-triggered by record change

A record-triggered Flow fires automatically when a record is created or updated, making it ideal for sending email alerts on field changes like Priority escalation.

In a Flow, what element should you use to retrieve a single record from a Salesforce object based on filter criteria?

Answer: Get Records

The 'Get Records' element queries Salesforce for records matching specified filter criteria and stores the results in a Flow variable.

An Approval Process has a 'Final Rejection Action'. When does this action execute?

Answer: When the final approver in the last step rejects or when rejection causes the process to exit

Final Rejection Actions run when the overall approval process ends in rejection, either at the final step or when a rejection action is set to reject the entire process.

Which statement about scheduled paths in record-triggered Flows is TRUE?

Answer: They run at a defined time offset after the trigger condition is met

Scheduled paths in record-triggered Flows execute at a configured time delay (e.g., 3 days after record creation) relative to when the trigger condition is met.

What is the maximum number of active Flows you can have per object in a record-triggered automation context?

Answer: There is no per-object limit for active Flows

Salesforce does not impose a strict per-object limit on active record-triggered Flows, though best practices recommend consolidating logic to reduce performance overhead.

A company wants to auto-populate the Account field on a Contact when the Contact is created, based on a custom matching rule. Which Flow type is most efficient for this?

Answer: Before-Save record-triggered Flow

Before-Save Flows update fields on the triggering record without a DML statement, making them more efficient than After-Save Flows for populating record fields on creation.

In an Approval Process, which feature allows different users to approve a record based on a field value, such as routing to different managers by region?

Answer: Dynamic Approval Routing using a Formula

Dynamically assigning approvers using a formula or lookup field allows the approval process to route to different users based on record data such as region or territory.