Salesforce Workflow and Automation –
Modules UPDATED ACTUAL Questions
and CORRECT Answers
When in doubt, you should configure a variable so that it's: - CORRECT ANSWER✔✔-
Available for input, but not available for output
Create a guided tutorial or wizard with screens - CORRECT ANSWER✔✔- Flow Builder
Includes several out-of-the-box screen components, like text boxes, radio buttons, and file
uploads
If you need more than what's offered, add custom Lightning components to your screens
Set up automated tasks and processes - CORRECT ANSWER✔✔- Declaratively configure
logic and actions for your business process with either Process or Flow Builder
If needed, you can build custom Apex code to fill any functional gaps
Connect to external systems - CORRECT ANSWER✔✔- Communicate changes between
your SF org and your external systems with Platform Events
Process and Flow Builders let you respond to and send platform event messages
Flow Builder can retrieve data from third-party systems with External Services
Add automation to your pages and apps - CORRECT ANSWER✔✔- Make sure your behind-
the-scenes processes start when the right actions happen, whether that's when records change
or when users click a particular button
Once you build a guided visual experience, add them to Lightning Pages, community pages,
the utility bar in your Lightning apps and more
,Reuse what you build - CORRECT ANSWER✔✔- In Flow Builder, any flow can be used as
a 'subflow'
In Process Builder, create an invocable process to reuse that process's logic or actions in other
business processes
Guided Visual Experience - CORRECT ANSWER✔✔- Business processes that need input
from users, whether they're employees or customers
Use Flow Builder
Behind-the-Scenes Automation - CORRECT ANSWER✔✔- Business processes that get all
the necessary data from your SF org or a connected system, user input is NOT needed
Use Flow, Process, or Apex Builders
Approval Automation - CORRECT ANSWER✔✔- Business processes that determine how a
record, like a time-off request, gets approved by the right stakeholders
Use Approvals
When should you use Process Builder? - CORRECT ANSWER✔✔- When you work with
multiple if/then statements
When should you use Flow Builder? - CORRECT ANSWER✔✔- For very complex
processes
When should you use Workflow? - CORRECT ANSWER✔✔- When working with a single
if/then statement
When should you use Approvals? - CORRECT ANSWER✔✔- When working with a single
if/then statement
, Which automation tools are visual designers? - CORRECT ANSWER✔✔- Process and Flow
builders
When does a Process Builder start? - CORRECT ANSWER✔✔- Record is changed
Invoked by another process
Platform even message is received
When does a Flow start? - CORRECT ANSWER✔✔- User clicks button or link
User accesses Lightning page, Community page, Visualforce page, or custom tab
User accesses item in a utility bar
Process starts
Apex is called
When does a Workflow start? - CORRECT ANSWER✔✔- When a triggering event occurs:
i.e. a record being inserted into a specific table.
When does an Approval Process start? - CORRECT ANSWER✔✔- User clicks button or link
Process or Flow starts that includes Submit for Approval action
Apex is called
Which builders support time-based actions? - CORRECT ANSWER✔✔- Process
Flow
Workflow
Which builder supports user interaction? - CORRECT ANSWER✔✔- Flow Builder
Modules UPDATED ACTUAL Questions
and CORRECT Answers
When in doubt, you should configure a variable so that it's: - CORRECT ANSWER✔✔-
Available for input, but not available for output
Create a guided tutorial or wizard with screens - CORRECT ANSWER✔✔- Flow Builder
Includes several out-of-the-box screen components, like text boxes, radio buttons, and file
uploads
If you need more than what's offered, add custom Lightning components to your screens
Set up automated tasks and processes - CORRECT ANSWER✔✔- Declaratively configure
logic and actions for your business process with either Process or Flow Builder
If needed, you can build custom Apex code to fill any functional gaps
Connect to external systems - CORRECT ANSWER✔✔- Communicate changes between
your SF org and your external systems with Platform Events
Process and Flow Builders let you respond to and send platform event messages
Flow Builder can retrieve data from third-party systems with External Services
Add automation to your pages and apps - CORRECT ANSWER✔✔- Make sure your behind-
the-scenes processes start when the right actions happen, whether that's when records change
or when users click a particular button
Once you build a guided visual experience, add them to Lightning Pages, community pages,
the utility bar in your Lightning apps and more
,Reuse what you build - CORRECT ANSWER✔✔- In Flow Builder, any flow can be used as
a 'subflow'
In Process Builder, create an invocable process to reuse that process's logic or actions in other
business processes
Guided Visual Experience - CORRECT ANSWER✔✔- Business processes that need input
from users, whether they're employees or customers
Use Flow Builder
Behind-the-Scenes Automation - CORRECT ANSWER✔✔- Business processes that get all
the necessary data from your SF org or a connected system, user input is NOT needed
Use Flow, Process, or Apex Builders
Approval Automation - CORRECT ANSWER✔✔- Business processes that determine how a
record, like a time-off request, gets approved by the right stakeholders
Use Approvals
When should you use Process Builder? - CORRECT ANSWER✔✔- When you work with
multiple if/then statements
When should you use Flow Builder? - CORRECT ANSWER✔✔- For very complex
processes
When should you use Workflow? - CORRECT ANSWER✔✔- When working with a single
if/then statement
When should you use Approvals? - CORRECT ANSWER✔✔- When working with a single
if/then statement
, Which automation tools are visual designers? - CORRECT ANSWER✔✔- Process and Flow
builders
When does a Process Builder start? - CORRECT ANSWER✔✔- Record is changed
Invoked by another process
Platform even message is received
When does a Flow start? - CORRECT ANSWER✔✔- User clicks button or link
User accesses Lightning page, Community page, Visualforce page, or custom tab
User accesses item in a utility bar
Process starts
Apex is called
When does a Workflow start? - CORRECT ANSWER✔✔- When a triggering event occurs:
i.e. a record being inserted into a specific table.
When does an Approval Process start? - CORRECT ANSWER✔✔- User clicks button or link
Process or Flow starts that includes Submit for Approval action
Apex is called
Which builders support time-based actions? - CORRECT ANSWER✔✔- Process
Flow
Workflow
Which builder supports user interaction? - CORRECT ANSWER✔✔- Flow Builder
