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

In Process Builder, a process is made up of three core building blocks:

Trigger: Specifies when the process should start, such as when a record is created or edited.

Criteria Node: Defines the condition(s) that must be true for actions to be executed.

Actions: Define what happens when the criteria are met — examples include creating records, updating fields, and sending emails.

Incorrect Options:

B. Scheduler: Not a component of Process Builder. Scheduling is handled differently, typically in Flow.

C. Timer: Not a term used within Process Builder.

Reference Extracts from Salesforce Help Documentation on Process Builder:

“A process consists of a trigger, criteria, and actions.”

“Each criteria node defines conditions and the actions to execute when those conditions are met.”

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Salesforce Flow supports multiple versions of a flow, but only one version can be active at any time. The active version is the one that will be executed when the flow is invoked.

C. ✅ A single active version ensures consistency and control over which logic is running.

Incorrect Options:

A, B, D: You can create up to 50 versions of a flow, but only one can be active.

Reference Extracts from Salesforce Help – Version a Flow:

“You can have up to 50 versions of a flow, but only one version can be active at a time.”Reference:Salesforce Help - Activate or Deactivate a Flow

 

Salesforce supports deploying Flow Orchestrations using Change Sets, Unlocked Packages, or Metadata API — just like other metadata components.

A. Correct — Flow Orchestrations can be deployed using change sets from one environment to another.

Incorrect Options:

B. You can deploy both active and inactive orchestrations, but deployment best practices recommend deploying inactive versions.

C. No such certificate or config is required for orchestration deployment.

D. There is no special “deploy orchestration API” in Workbench; standard metadata deployment tools apply.

Reference Extracts from Salesforce Process Automation Study Guide:

“Deploy Flow Orchestrations using change sets or metadata deployment tools just like other Flow assets.”

“Orchestrations can be migrated between sandboxes and production environments.”

An approval process consists of a sequence of steps and rules that determine whether a record should be approved or rejected. The three essential components are:

A. Actions — Define what happens when the record is submitted, approved, or rejected.

B. Criteria — Determine when the record is eligible for the approval process.

C. Approvers — Specify who needs to approve the record.

Incorrect Options:

D. Fields are updated but not a core component of the approval process structure.

E. Steps are part of the process, but the fundamental components are Actions, Criteria, and Approvers.

Reference Extracts from Salesforce Process Automation Study Guide:

“Approval Processes are composed of criteria, approvers, and actions that define the submission, approval, or rejection path.”

“Each approval step contains one or more approvers and actions to execute.”

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In Screen Flows, when a user navigates backward (using the Back button), data entered on the current screen is not automatically preserved unless it has been stored in a variable or explicitly captured.

Correct Option:

D. ✅ Navigating back will clear values on the current screen unless stored in flow variables. Users will need to re-enter that data.

Incorrect Options:

A. “Allow navigation” is not a standard property; back navigation is enabled through screen flow settings and screen components.

B. There is no special “Navigate Flows” permission.

C. Navigating backward does not result in duplicates unless the flow is poorly structured.

Reference Extract from Salesforce Help – Configure Screen Flow Navigation:

“When users navigate backward, unsaved input on the current screen is lost unless captured in variables.”

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In Salesforce Flow, a record variable holds the values for a single record of a specific object type (e.g., one Account or one Contact).

A. ✅ A record variable stores a structured set of field values for one record and is used for input, manipulation, and output within a flow.

Incorrect Options:

B. The concept of "Global" is unrelated to what record variables store.

C. This describes a Record Collection Variable, not a single record variable.

D. Multiple object types would require separate variables per object type.

Reference Extracts from Salesforce Help – Work with Record Variables in Flow:

“A record variable stores the field values for one record.”

“If you need to store multiple records, use a record collection variable instead.”

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To execute flows (both screen and autolaunched flows), a user must have the Run Flows user permission. This permission ensures users can initiate and interact with flows provided in the UI or behind the scenes.

C. Correct — Run Flows allows users to start and complete flows.

Incorrect Options:

A. Manage Flows allows creation and modification of flows, not execution.

B. Flow User is a legacy license label, not a permission.

D. View Screen Flows is not an official Salesforce permission.

Reference Extracts from Salesforce Process Automation Study Guide:

“Users must have the ‘Run Flows’ permission to execute screen flows or autolaunched flows.”

“Ensure appropriate profiles or permission sets grant this permission.”

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The Get Records element is used in Flow Builder to retrieve records from the database based on specific criteria — such as finding a contact where Email = inputEmail.

C. Correct — Get Records is the declarative tool to retrieve a single record or collection from an object like Contact.

Incorrect Options:

A, B, D — These are not standard elements or terminology used in Salesforce Flow Builder.

Reference Extracts from Salesforce Process Automation Study Guide:

“Use the Get Records element to query Salesforce data and retrieve one or more records that meet specified conditions.”

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To update a record in the future when a specific time condition is met, the correct tool is Flow Builder, specifically using a Scheduled Path in a Record-Triggered Flow or a Scheduled Flow.

Salesforce supports:

Scheduled Paths in Record-Triggered Flows: Executes actions after a specified time has passed since a triggering event.

Scheduled Flows: Autolaunched flows that are configured to run at specific intervals or times, independent of user interaction or record changes.

Incorrect Options:

A. Approvals: Used for routing records through approval steps, not for time-based updates.

B. Process Builder: While it supports scheduled actions, Salesforce is deprecating its use in favor of Flows.

C. Workflow Rules: Time-based workflow actions are legacy and being phased out in favor of Flow.

Reference Extracts from Salesforce Process Automation Documents / Study Guide:

“Scheduled flows are ideal for automating tasks that must be executed at a specific future date and time.”

“Record-triggered flows can use scheduled paths to delay automation until after a defined period.”

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