Salesforce Process-Automation - Salesforce Process Automation Accredited Professional Exam (SP25)

Salesforce allows up to 50 versions of a flow to be stored, but only one version can be marked as active at a time. The active version is the one that runs when the flow is triggered or launched.

C. Correct — only one active version per flow is allowed.

A, B, D — These refer to version count, not how many can be active.

Reference Extracts from Salesforce Process Automation Study Guide:

“You can save up to 50 versions of a flow, but only one version can be active at a time.”

“Activate the specific version you want users or systems to run.”

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When iterating through a list (collection) of records using a Loop element in Flow, the flow designer often needs to update or extract specific field values and store them in a separate Collection Variable. This is done using the Assignment element within the loop.

A. Correct — The Assignment element adds the processed loop item or its updated field values to a Collection Variable that can be used later for bulk DML (e.g., Create/Update Records).

Incorrect Options:

B. Record Choice Set is used to define selectable options for Screen components.

C. Decision Outcome is used for conditional logic, not for data storage.

D. Constants hold fixed values, not dynamic or loop-generated data.

Reference Extracts from Salesforce Process Automation Study Guide:

“Use Assignment elements inside loops to add modified or selected records to a Collection Variable for bulk updates.”

“Collection Variables store multiple records and are ideal for use after loops and before data operations.”

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Salesforce Flow for Service leverages Flows built in Flow Builder and deploys them using the Actions and Recommendations component. Admins use Actions and Recommendations deployments to define which flows and when they should be shown to agents in the Lightning Service Console.

A. Correct — Create flows using Flow Builder, then configure them within an Actions and Recommendations deployment or reference them in a process.

Incorrect Options:

B and C — Actions and Recommendations is not configured from Process Builder or Flow directly but through deployment setup in Setup.

D. Process Builder is deprecated for future use and not the recommended tool for this function.

Reference Extracts from Salesforce Process Automation Study Guide:

“Actions and Recommendations surface guided workflows built with Flow Builder. These are deployed via Actions and Recommendations deployments.”

“Use Flow Builder to build Screen Flows, then configure them for use in the console using the component.”

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Login Flows in Salesforce are typically built using Screen Flows, allowing administrators to present users with prompts, forms, and additional steps during the login process. When more complex logic is needed post-login (e.g., validating conditions or updating data), it is best practice to call an autolaunched flow.

Correct Design:

D. ✅ Use Screen Flow for user interaction and trigger an autolaunched flow in the background to handle logic such as validation, record updates, or redirection.

Incorrect Options:

A. Apex Triggers do not run in login flow context.

B. Handling all logic inside a Screen Flow can result in poor performance or limited modularity.

C. Process Builder and Workflow Rules cannot be used in Login Flows.

Reference Extracts from Salesforce Help – Screen Flows and Login Flows:

“Use Screen Flows for login flows to display forms and route logic through autolaunched flows for complex decisions.”

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Based on Salesforce's official documentation, the best approach to initiate an approval request based on a field value change is by using Process Builder. The admin can configure a process on the Account object that listens for changes to the Type field. When the value changes from "Prospect" to "Customer," the process can then execute an action to automatically submit the record for approval.

Process Builder supports the "Submit for Approval" action, which is the only declarative (point-and-click) tool in Salesforce that allows direct submission of records into an approval process without writing code. This makes it ideal for the described scenario.

Option A: Involves Apex, but there is no need to write custom code for this standard use case.

Option B: While Flows can update field values and send emails, Flows cannot directly submit a record into an approval process without additional custom logic or invocable actions.

Option C: While it suggests using a Flow, standard Flows do not have a built-in “Submit for Approval” action like Process Builder does.

Option D: Correctly uses a Process to monitor the change and submit the record for approval, aligning with recommended best practices from Salesforce.

Reference Extracts from Salesforce Process Automation Documents / Study Guide:

“Use Process Builder to automatically submit a record for approval when it meets specific criteria.”

“Flows do not directly support submission for approval without using Apex or invocable methods.”

“Approval processes are best triggered using declarative tools such as Process Builder for field change monitoring.”

When a Flow encounters an unhandled error, Salesforce sends an error email to the flow owner or the last user who modified the flow. This email includes important debugging information such as:

Flow name and version

The flow element where the error occurred

The error message

The user who was running the flow, including their full name and user ID

Correct Option:

C. View the full name of the run-as user in the email — ✅ This helps identify who encountered the error and what triggered it.

Incorrect Options:

A. You cannot schedule queries from within the email.

B. You cannot directly launch a debugger from an email.

D. The email pertains only to a specific flow instance that failed.

Reference Extracts from Salesforce Help – Debug Flows:

“Error emails contain the user’s name, the element that failed, and details on the error to assist in resolution.”

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When a user navigates back in a Screen Flow, the fields on the current screen are reset. Salesforce does not retain unsaved field values from the forward screen when navigating back, unless they are explicitly stored in variables.

D. Correct — Data entered on the screen that is navigated away from is cleared if not assigned to a variable.

A. Incorrect — "Allow Navigation" is not a flow configuration setting; navigation is handled by system behavior.

B. Incorrect — Duplicates are not directly caused by screen navigation.

C. Incorrect — "Navigate Flows" is not a standard permission related to backward navigation.

Reference Extracts from Salesforce Process Automation Study Guide:

“When users navigate backward in a flow, unsaved data on the screen being exited is lost unless it is stored in a variable.”

“Ensure screen components pass values to variables if data needs to be preserved when navigating between screens.”

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Salesforce allows flow variables to be configured as "Available for Input," enabling values to be passed into the flow when it is invoked.

D. Record Variables — ✅ You can define a variable of data type “Record,” make it available for input, and receive a full record into your flow (e.g., when launched via Process Builder or a Lightning page).

Incorrect Options:

A. Record Collection Variables can be used internally but are not typically supported as input for standard flow invocation.

B. Picklist is a field type, not a variable type.

C. “Collection” is a general term — not a defined variable type for flow inputs.

Reference Extracts from Salesforce Help – Record Variables in Flows:

“Record variables can be set as available for input so the entire record can be passed into the flow from a calling process.”

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Process Builder allows the following key process actions:

A. Submit the record for approval: This is a supported action that can be configured declaratively.

B. Send email and/or Post to Chatter: Process Builder can send email alerts and post Chatter messages as part of its action options.

D. Create and update records: Process Builder allows you to modify the record that triggered the process or related records (parent/child/sibling).

Incorrect Options:

C. Merging fields from different records is not directly supported via Process Builder actions.

E. Exporting resources is not a feature supported within Process Builder.

Reference Extracts from Salesforce Help Documentation on Process Actions:

“Use actions to update records, send emails, submit for approval, or post to Chatter.”

“Process Builder supports creating new records and updating related records.”Reference: Salesforce Help Documentation on Process Builder Actions.

Every flow in Salesforce is built from core components that define its structure and behavior:

A. Connector — Connectors define the path between elements.

C. Screen — Used in Screen Flows to gather input or display data.

D. Element — Generic term for any step in the flow (e.g., Assignment, Get Records, Screen).

Incorrect Options:

B. Action Group is not a standard Flow component; it may be confused with Process Builder terminology.

E. Test Class is specific to Apex and unrelated to Flows.

Reference Extracts from Salesforce Process Automation Study Guide:

“Flows are composed of Elements (e.g., screens, assignments), Connectors (paths), and Resources.”

“Screen elements enable interaction, and connectors determine how elements are executed.”

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