Process Automation Flashcards

Which Flow type is required when a user needs to interact with the automation through screens and buttons within Salesforce?

Answer: Screen Flow

Screen Flows include Screen elements that display UI components to users, allowing guided, interactive experiences within Salesforce.

An administrator wants a Flow to run every night at midnight to update Opportunity stages. Which Flow type should be used?

Answer: Scheduled Flow

Scheduled Flows run at a defined date and time on a recurring basis, making them ideal for batch record updates like nightly Opportunity stage changes.

Which approval process setting determines what happens to a record if the submitter recalls it before it is approved or rejected?

Answer: Recall Actions

Recall Actions define the steps to take when a submitter withdraws a record from the approval process before a final decision is reached.

What is the purpose of the 'Assignment' element in a Salesforce Flow?

Answer: Set or update the value of a Flow variable or resource

The Assignment element is used to set, increment, add to, or modify the values of Flow variables, constants, and collection variables during execution.

A Decision element in a Flow evaluates conditions and routes logic. What does the 'Default Outcome' path represent?

Answer: The path taken when all defined conditions evaluate to FALSE

The Default Outcome path in a Decision element executes when none of the other defined outcome conditions evaluate to TRUE.

Which Salesforce feature allows an administrator to require a second level of authorization before a record change takes effect, involving one or more designated approvers?

Answer: Approval Process

Approval Processes enforce a structured workflow where designated approvers must authorize record changes before they are fully committed.

In a Flow, which resource type stores a TRUE or FALSE value used for conditional logic?

Answer: Boolean Variable

A Boolean Variable in Flow stores binary TRUE or FALSE values, commonly used as flags to control conditional logic in Decision elements.