Process Automation Prep

Which global variable contains the records values immediately before the flow users run?

$Record_Prior

Three statements regarding Flow interviews

1. A flow interview always runs in single instance of a flow 2. Any flow interviews that are not in use should be deleted so that users pending list includes only interviews that they will return to 3. A single flow can have up to 50 different versions

Three times when it is appropriate to distribute a flow in a Site or Portal instead of a SF org?

1. A new product registration form 2. A survey to collect feedback on new products 3. An interest form for an upcoming conference

How many active versions of a flow can you have at a given time?

1

Which two conditions can a flow designer schedule actions on?

1. A specific day of the week 2. A specific date/time field on the record that started the process

What are the three key components to build a process in Process Builder?

1. Action 2. Criteria Node 3. Trigger

What are two key components of a Workflow rule?

1. Actions 2. Criteria

What are two true statements regarding the Lead Conversion process?

1. An Account is created if one with the same name is not found 2. A Contact is created if one with the same name is not found

Which two types of flows are supported by SF Flow

1. Autolaunched Flows 2. Screen Flows

Three Flow best practices

1. Build flows in test environments 2. Save early and often 3. Avoid accessing external objects after DML operations in a transaction

For which use case is it appropriate to combine a process and a flow?

1. Clone a record and its children 2. Delete a related record

Three resources that can be created from within the Resources Tab

1. Constant 2. Formula 3. Choice

Two examples of business processes that can be automated using an approval process

1. Create an interview record when a candidate has been selected in a recruiting process 2. Change the status of a timecard after a Manager has reviewed it

What are three basic building blocks of SF Flow?

1. Element 2. Resource 3. Connectors

3 Screen flow components provided by SF

1. File Upload 2. URL 3. Phone Number

Three example use cases that can be supported by inspecting conditions using a Decision element

1. Give customers a return shipping address or instructions on how to resolve the problem when an item is determined to be faulty 2. Inform sales leaders when an opportunity's stage is changed to Closed Won 3. Offer a customer a loan based on the results of a credit scoring formula

In which two ways does SF Flow for Service help customer service agents?

1. It allows an agent to open a record and seamlessly resume a customer conversation 2. It uses flows and quick action to walk agents through customer engagement

In which three ways can a flow designer distribute flows that involve user interaction?

1. Lightning Pages 2. Flow Actions 3. Custom Lightning Web components

Which three types of data can a flow variable store?

1. Multi-Select Picklist 2. Text 3. Record

Which are the three flow best practices?

1. Never hard-code SF IDs 2. Provide an error handler 3. Control when users can navigate backwards

Which three types of processes can an Admin build in Process Builder?

1. Record Change 2. Invocable 3. Platform Event

Where would a flow designer navigate to add a Screen Flow to a Lightning Page?

1. Setup > Edit Page 2. Setup > Lightning App Builder > Page

Which three actions can a business analyst take with a process action?

1. Submit the record for approval 2. Send email and/or Post to Chatter 3. Create and update the records that started the process or any related record

Which three conditions need to be met in order for an Administrator to delete a flow version installed from a package without uninstalling the package?

1. The flow version isn't the latest version of the flow installed in an Org 2. The flow version is inactive 3. The flow version doesn't have any associated paused flow interviews

What are two valid trigger invocation conditions when creating a trigger that invokes a record-based process?

1. When a new record is created 2. When a record is updated

What can a record variable store?

A set of field values for a single record

What key feature was introduced in Spring 21 release which helps with identifying performance?

Accurate measure of the CPU time consumption of Flows and Processes

An administrator needs to notify the CEO via email requesting sign-off anytime an opportunity's discount reaches higher than 40% and leave comments. Which tool should the Administrator use to accomplish this?

Approvals

An administrator wants to route an employee's time-off request to their manager for approval. Which tool should the administrator use?

Approvals

Cloud Kicks is evaluating outbound message actins to send pricing updates. What should be considered?

Audit trail is not available for outbound messages

The system needs to automatically mention the record owner in the record feed whenever an Opportunity record is Closed-Won. How can an Administrator accomplish this using Flow?

By entering @[reference] in the input Message parameter, where reference is the ID for the record owner

How can an Admin monitor pending scheduled actions?

By going to Setup

If an admin distributes a flow on an Account record page, how can the admin pass the account's ID into the flow?

By using 'Get Record'

The Administrator at Universal Container is configuring a Screen Flow where the end-user makes a selection. Which resources should you use?

Choice

Universal Containers requested a custom field on the account to be created to display the number of open cases related to this account, what should be done?

Create a roll-up summary field

Which element allows adding branching logic?

Decision Element

Which of the following should be used to branch a flow?

Decision Element

The Admin at Universal Containers is building a flow that involves a loop. Where should the admin add one of the loop variable's stored values by using an Assignment element?

Decision Outcome

An administrator wants to add a confirmation screen to a Screen Flow. What type of Screen component should be used?

Display Text

Northern Trail Outfitters has a drop-down legacy UX. NTO is now looking to replace it with a personalized UX so that the right recommendation is available to the right people at the right time. Which automation feature can help NTO accomplish this goal?

Einstein Next Best Action

What should be avoided within the loop when working web flows?

Executing actions like creating or updating records

What should you avoid inside a loop?

Executing actions like creating or updating records

Universal Container recently migrated to Lightning Experience. How can UC allow users to upload a file during a flow?

File Upload standard Screen Component

An administrator wants to update a record, in the future, when a specified time is reached. Which tool should the Administrator use?

Flow Builder

When is a Formula field calculated?

In Real Time when a record is viewed

An Administrator wants to see which Flows currently have paused interviews or scheduled actions. Where should the administrator go to?

In Setup, go to Process Automation and select Paused Flow Interviews

An Administrator has seen an increased number of tickets logged by end users reporting Flow errors. To analyze flows in the org, where should the Administrator go to identify which Flows are causing the most errors?

In Setup, go to process Automation and select Paused Flow Interviews

What is a flow interview?

Instance of flow

What does the REGEX function in a Validation Rule do?

It can be used to specify a format that a field should be entered in

Developers often say the are "looping over a list of records" Which Flow Element should the flow designer select to loop over a list of records in a Flow?

Logic

What would the original record type of an object be called?

Master Record Type

This cannot be used to assign access to specific record types

OWDS

Universal Containers is automating its employee offboarding process. Payroll information is stored in an eternal system. What could UC use to make an automatic update to the payroll system when an employee is offboarded?

Outbound Message Action

The Administrator is developing a flow which integration with an external system and needs to be invoked in async fashion. What type of flow should the Administrator choose when designing this process?

Platform Event Process

Which Flow Core Action can an admin use to post a specific Chatter feed from within a flow?

Post to Chatter

Which is an input variable supported in flows?

Record Variables

Which building blocks are used to create a Flow?

Resources, Connectors, and Elements

What does debug option in Flow Builder allow an administrator to do?

Roll back to previously executed actions, callouts, and changes committed to the database, enter custom values for input variables, and view step details

Name one Third-Party tool available in AppExchange that could help Rollup-Summary Fields extending their functionality

Rollup Helper

Ursa Major is evaluating SF for automating its mutual business processes. What should UMS Keep in mind?

SF automation tools are currently not supported in Microsoft Internet Explorer

What is a valid distribution method for Autolaunched flows with a schedule trigger?

Scheduled time and frequency

Which Flow element should the Admin select to pause a Flow and collect information from a user for further processing?

Screen

What type of flow can take user input?

Screen flow

Which three main categories can Flow elements be broken down into?

Screen, Logic, and Actions

What should an Administrator do to allow the value of a variable to be used by sources that started the flow?

Select "Available for input" checkbox

When programming a Workflow the rule criteria determines when the workflow rule should fire, true or false?

TRUE

What does Flow Connector do?

Tells the flow which element to execute next

What's the difference between the Run and Debug buttons in Flow Builder?

The debug button displays details for debugging the flow

Which Process Builder component determines when a process runs?

Trigger

Universal Containers wants to prevent their customers assist records from being visible to the sales users of another business group, how can this be accomplished?

Use Dynamic Form

Universal Containers has two business groups that have unique stages in the selling process. What should UC use to implement?

Use Record Type and Page Layout

The SF Admin needs to automate a process that sends an approval request to the VP of Sales for any account record that changes from Prospect to New Customer. What process automation capabilities would the Admin use to meet this requirement?

Use a flow to update the field and trigger an Approval Process to notify the VP of sales

The architect is designing a flow where a screen flow is used to create a contact and then display a confirmation screen. While the confirmation screen is being displayed, remote API is invoked to update the contact in the external system. The update fails. How should the architect resolve the design?

Use a separate transaction to update the contact in the external system

Which is the only resource that can change during a flow?

Variables

What can an Administrator do from within the flow error email?

View all errors across all active flows and Launch a debugger in Flow Builder

A new VP of sales joined True Global, and they use SF for managing their global sales operations. The VP of sales wants to receive an email alert if a deal stage is changed to Closed Lost and the amount was greater than $1,000,000. What evaluation criteria should the admin choose while creating this workflow rule?

When a record is created and any time its edited to subsequently meet criteria

When does a Flow belong in a Utility bar?

When users need access to it from anywhere in the app

Which process must be automated using Flow Builder?

Whenever deletion of records is involved

Can Custom Objects have a Rollup-Summary field?

Yes

Can Process Builder invoke Apex?

Yes

Can formula fields be used to showcase the value of a parent record in a child record?

Yes