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

To automatically update a related field based on changes to another field (such as updating Commission when Entitlement changes), the most effective solution is to use a Record-Triggered Flow with the “Update Related Records” action, often referred to as “Update Records → Related Records.”

A. Correct — This method allows the flow to target related records and apply updates when specific field changes are detected.

Incorrect Options:

B. Master-Detail cannot be applied between individual fields; it is for objects.

C. No such setting exists for "Auto Update Related Fields."

D. “Allowed Dependencies” is not a valid flow configuration option.

Reference Extracts from Salesforce Process Automation Study Guide:

“Use Record-Triggered Flows to perform automatic updates on related records when changes are made to key fields.”

“The ‘Update Records’ element can target records related to the triggering record using lookup relationships.”

Flow Builder provides a Loop element under the Logic category that allows flow designers to iterate over a collection (list) of records one at a time. This is useful for applying changes to each record, evaluating conditions, or accumulating results.

B. Correct — The Loop element under Logic is designed specifically for iterating through collections.

Incorrect Options:

A. Integration elements are used for calling external services.

C. Screen is for user input, not iteration.

D. Action elements execute tasks, not control flow iteration.

Reference Extracts from Salesforce Process Automation Study Guide:

“Use the Loop element to iterate over items in a collection. It’s a type of Logic element in Flow Builder.”

“Each loop cycle processes one item from the collection.”

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The utility bar allows flows to be accessible globally within an app — users can access these flows from any screen. This makes it ideal for:

Use cases like time entry, contact lookups, or quick self-service actions.

Scenarios that are not tied to a specific record.

Correct Option:

D. When users need access from anywhere in the app — this is the most accurate description of the purpose of placing a flow in the utility bar.

Incorrect Options:

A. Record-scoped flows should be placed on record pages.

B. Background flows should be auto-launched.

C. “At all times” is vague — “anywhere in the app” is the technical criteria used by Salesforce.

Reference Extracts from Salesforce Process Automation Study Guide:

“Use utility bar to display Screen Flows that users can access from any page within the app.”

“Flows in the utility bar are ideal for global, non-record-specific functions.”

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When configuring Email Alerts in Salesforce (used in Workflow, Process Builder, and Flow), the system allows selecting specific recipient types. Among the valid options:

B. Case Owner — Valid recipient type in Email Alerts.

D. Account Owner — Supported recipient type.

E. Account Team — Supported as long as Account Team members are defined.

Incorrect Options:

A. Campaign Owner is not a supported email alert recipient out-of-the-box.

C. Portal Role is not an available option in Email Alert configuration.

Reference Extracts from Salesforce Process Automation Study Guide:

“Email Alerts can be sent to users, roles, public groups, and related record owners like Case Owner or Account Owner.”

“Account Team members can be selected as recipients in Email Alert configuration.”

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A flow interview is a specific execution of a flow. Each time a flow is launched—whether through a record trigger, a user interface, or schedule—a flow interview is created. It maintains the state, inputs, and progress of that individual instance.

C. Correct — a flow interview is a running instance of a flow.

A. Incorrect — “reflective” is not a technical term used in flow context.

B. Incorrect — Connectors join elements, but they’re not interviews.

D. Incorrect — Debug instructions relate to testing, not the definition of a flow interview.

Reference Extracts from Salesforce Process Automation Study Guide:

“A flow interview is an individual execution of a flow. Each run of a flow generates a unique interview, with its own context and variable values.”

“Paused flow interviews can be resumed later, and can be tracked in Setup.”

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You can create Object-Specific Actions that launch a Flow directly from a record page (e.g., Opportunity). This allows users to launch feedback flows with record context automatically passed into the flow.

D. Correct — Object-Specific Actions can launch flows tied to specific record types like Opportunity.

Incorrect Options:

A. While buttons can launch flows, object-specific actions are more user-friendly and are shown in quick actions.

B, C. Surveys are valid for feedback collection but not integrated as Object-Specific Actions directly in this context.

Reference Extracts from Salesforce Process Automation Study Guide:

“Use Object-Specific Actions to launch Screen Flows from record pages.”

“Flows can automatically receive the recordId from the object when triggered by a quick action.”

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Salesforce enforces CPU time limits on synchronous automation processes like Flows and Apex. To decrease CPU time usage in Flows:

A. Reduce the number of formulas — Complex or repeated formula calculations consume CPU resources. Simplifying them improves performance.

C. Reduce the number of cross-object references — These create expensive queries and operations during flow execution.

E. Reduce the number of elements — Each element adds to execution complexity. Minimizing unnecessary elements decreases CPU time.

Incorrect Options:

B. “Decision Bypass” is not a standard Salesforce term. Adding more decision elements does not reduce CPU usage.

D. Flow Interview timeout refers to user interaction time, not CPU limit.

Reference Extracts from Salesforce Process Automation Study Guide:

“CPU time can be reduced by simplifying formulas, minimizing the number of elements, and avoiding cross-object references that increase query load.”

“The more elements and calculations a flow has, the more CPU time it consumes.”

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When a flow contains screen components, it must be embedded in user-facing areas of the Lightning Experience UI. Salesforce officially supports distributing Screen Flows through:

A. Lightning Pages — Using the Flow component in the Lightning App Builder, screen flows can be placed on record pages, app home pages, and more.

B. Utility Bar — Admins can configure flows to appear as pop-up panels in the utility bar, available globally in apps.

Other options:

C. Buttons: Custom buttons can launch flows, but only auto-launched flows or flows embedded via screen flows and actions. Buttons are not a direct distribution channel for screen flows.

D. LWC JavaScript: Developers can wrap flows in custom Lightning Web Components, but this is not a standard, declarative distribution method.

E. Related List: Related lists do not support embedding flows.

Reference Extracts from Salesforce Process Automation Study Guide:

“To make screen flows available to users, add them to record pages using the Flow Lightning component or add them to the utility bar in the app.”

“Utility bar flows appear in the footer of the Lightning Experience and are accessible globally.”

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Approval Processes are designed specifically for routing records through a series of reviewers for formal approval. In this use case, an employee’s time-off request must be routed to their manager. This is a classic example of a business requirement that is best met using an Approval Process.

An Approval Process allows you to:

Define entry criteria.

Route records to approvers.

Define approval steps and automated actions.

While Process Builder and Flow can be used to trigger the submission, the actual approval logic is handled by the Approval Process.

Incorrect Options:

A. Process Builder: Can trigger the approval process but is not the tool used to define the approval logic.

C. Workflow Rules: Do not support approval routing.

D. Flow Builder: Could be customized to mimic approval logic, but Salesforce provides a purpose-built solution: Approval Processes.

Reference Extracts from Salesforce Help Documentation on Approval Processes:

“Use approval processes to automate how records are approved in Salesforce.”

“A typical use case includes time-off requests, expenses, or deal discounts.”

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