Admin Certification: Workflow and Process Automation

The administrator at Cloud Kicks has created an approval process for time off requests. Which two automated actions are available to be added as part of the approval process ? Choose 2 answers. Chatter Post. Field Update. Auto Launched Flow. Email Alert.

The administrator at AWComputing wants to send off client welcome tasks and a welcome email to the primary contact auto an opportunity is closed won. What automation tool best accomplishes this ?. Process Builder. Outbound Message. Validation Rule. Approval Process.

Northern Trail Outfitters has a new flow that automatically sets field values when a new account is created. The flow is created but is not working properly. What should the administrator do to identify the problem ?. Set up email logs and review the send error logs. Use the native debug feature in the Flow Builder. View the setup audit trail and review for errors. Review debug logs with the flow fogging level.

An administrator at Universal Containers needs an automated way to delete records based on field values. What automated solution should the administrator use ?. Flow Builder. Automation Studio. Process Builder. Workflow.

The business development team at Cloud Kicks thinks the Account creation process has too many fields to fill out and cluttered. They have requested the administrator to simplify the process. Which automation tool should an administrator use ?. Flow Builder. Workflow Rule. Validation Rule. Approval Process.

Northern Trail Outfitters wants to initiate expense reports from Salesforce to the external HR system. This process needs to be reviewed by managers and directors. Which two tools should an administrator configure ? Choose 2 answers. Quick Action. Outbound Message. Approval Process. Email Alert Action.

The administrator at Cloud Kicks writes an assignment rule to send all cases created via email or the web to the Automated Cases Queue. Any manually created cases should be owned by the agent creating them, however, the manually created cases now show the administrator as the owner. What will the administrator find when troubleshooting this issue?. The Assignment Rule checkbox is selected by default. The Owner field is missing on the webform and email template. An escalation rule is changing the case owner on case creation. Another assignment rule is giving ownership to the administrator.

The sales team at Ursa Major Solar has asked the administrator to automate an outbound message. What should the administrator utilize to satisfy the request ?. Flow builder. Process builder. Workflow rule. Task assignment.

An administrator at Northern Trail Outfitters is creating a validation rule. Which two functions should the administrator use when creating a validation rule ? Choose 2 answers. Rule active date. Formula return type. Error message location. Error condition formula.

Cloud Kicks wants to update a screen flow so that if the checkbox field High Value Customer is set to true, the first screen is skipped and the user is directed to the second screen. How should the administrator configure the decision element ?. Use the equals operator and {!$GlobalConstant.True} as the value. Use the contains operator and {!$GlobalConstant.False} as the value. Use the equals operator and "High Value Customer" as the value. Use the contains operator and "High Value Customer" as the value.

Universal Containers introduced a new product and wants to track all associated cases that get logged. They are looking for an automated solution that would give the product's two lead engineers read/write access to all new cases that reference the new product. What should an administrator do to satisfy this requirement ?. Create a predefined case team and an assignment rule. Create a queue and a criteria-based sharing rule. Create an auto-response rule and a public group. Create a user-based sharing rule and an ad-hoc case team.

Universal Containers created a new job posting on the first of the month. It triggered a process scheduled action that will send a Chatter post to the department VP in 30 days if the position is still open and the status is not equal to Interviewing. On the 10th of the month, an applicant interviews, and the job posting status is updated to interviewing. What will happen to the Chatter post in this situation ?. The pending Chatter post will be canceled. The pending Chatter post will be sent on the 10th of the month. The pending Chatter post will be paused. The pending Chatter post will be sent in 30 days.

Universal Containers requires that when an opportunity is closed won, all other open opportunities on the same account must be marked as closed lost. Which automation solution should an administrator use to implement this request ?. Outbound Message. Flow Builder. Quick Action. Workflow Rules.

The marketing director at Northern Trail Outfitters has requested that the Budget field is populated in order for the Lead Status field to be marked as qualified. What tool should the administrator use to fulfill this request ?. Lead Conversion. Required Field. Workflow Rule. Validation Rule.

Cloud Kicks wants users to only be able to choose Opportunity stage closed won if the Lead source has been selected. How should the administrator accomplish this goal ?. Change the Opportunity stage field to read only on the page layout. Configure a validation rule requiring lead source when the stage is set to closed. Make Lead source a dependent picklist to the Opportunity stage field. Modify the Opportunity stage a dependent picklists the lead source field.

Sales users at Universal Containers are reporting that it is taking a long time to edit opportunity records. Normally, the only Field they are editing is the Stage field. Which two options should the administrator recommend to help simplify the process ? Choose 2 answers. Configure an autolaunched flow for Opportunity editing. Path for Stage to the opportunity record page. Create a simplified opportunity page layout. Use a Kanban list view for Opportunity.

An administrator at Cloud Kicks is building a flow that needs to search for records that meet certain conditions and store values from those records in variables for use later in the flow. What flow element should the administrator add ?. Get Records. Update Records. Assignment. Create Records.

A contact with a tale of CEO is created, the contact's account record Northern Trail Outfitters has asked an ade gets updated with the CEO's name. Which feature should an administrator use to implement this request ?. Validation Rule. Process Builder. Quick Action. Workflow Rule.

When a Cloud Kicks opportunity closes, the company would like to automatically create a renewal opportunity. Which two automation tools should an administrator use to accomplish this request ? Choose 2 answers. Process Builder. Flow Builder. Workflow Rule. Approval Process.

Dream House Realty has an approval process. A manager attempts to approve the record but receives an error. What should the administrator review to troubleshoot this request ?. Add a delegated approver for the next approver in the process. Update the field-level security to view on fields that are updated in the process. Review the page layout to ensure the fields updated in the process are visible. Check if the user in the next approver is inactive or missing.

Cloud Kicks has a screen flow with two questions on the same screen, but only one is necessary at a time. The administrator wants to show only the question that is needed. How should an administrator complete this ?. Use a decision element and a new screen to show the proper question. Use conditional visibility to hide the unnecessary question. Use a new version of the flow for each scenario. Use branching in the flow screen to show the proper scenario.

Cloud Kicks users are seeing error messages when they use one of their screen flows. The error messages are confusing but resolved if the users entered more information on the account before starting the flow. How should the administrator address this issue ?. Use a fault connector and display a screen with text explaining what went wrong and how to correct it. Uncheck the End User Flow Errors box in Setup. Remove validation rules so that the users are able to proceed without complete records. Create a permission set to allow.

Dream House Realty wants to offer a form on its Experience Cloud site where inspectors will submit findings from a property inspection. Which feature should an administrator place on the page to fulfill this requirement ?. Related List. Record Detail. Auto launched Flow. Screen Flow.

Dream House Realty (DHR) wants a templated process with a mortgage calculator that generates leads for loans. DHR needs to project within 30 days and has maxed out its budget for the year. Which AppExchange item should help the administrator meet the request ?. Bolt Solutions. Lightning Community. Lightning Data. Flow Solutions.

AWComputing needs to capture a loss reason in a rich text field when an opportunity is closed lost. How should an administrator configure this requirement ?. Check the required checkbox on the Loss Reason field in Object Manager. Select the required checkbox next to the Loss Reason field on the page layout. Create a validation rule to display an error if the stage is Closed Lost and Loss Reason is blank. Configure a workflow rule to display an error if Loss Reason is blank.

The sales team at Ursa Major Solar has asked the administrator to automate an outbound message. What should the administrator utilize to satisfy the request ?. Process Builder. Recorded-triggered flow. Task Assignment. Case Auto-Response Rule.