(7/7) Salesforce Admin Exam: Workflow/Process Automation 

View all videos for this series: ru-vid.com/group/PL172fFLnzQLD13rt5oSVsVjWH-u4T9ANF BEST Practice Tests: focusonforce.com/admin-study-guide/?ref=201284 Focus on Force Admin Study Guide: focusonforce.com/administrator-certification-study-guide/?ref=201284

Just passed this exam today, couldn't have done it without your vids!! So helpful and concise overviews of the topic. Would love to see an App Builder equivalent of this series! :)

I passed my my exam , which was made possible by going through your videos and understanding all the concepts thank you so much

Today, I passed my my exam , Thank You so much for all videos and making simpler to understanding all the concepts :)

I just wanted to come back and say THANK YOU!!!!!! This is seriously incredible content, and I just passed my exam thanks to your helpful videos. Of course, I did all the pre-work in Trailhead, but these videos tied everything together clearly and succinctly. A couple questions came up on the exam that I KNOW I only got right because I had just watched your videos!!

🎯 Key Takeaways for quick navigation: 00:00 🛠️ *Introduction to Salesforce Admin Exam: Workflow and Process Automation* - Overview of the Salesforce Admin Exam section on workflow and process automation. 01:06 🧩 *Major Automation Tools in Salesforce* - Discussion of four major automation tools: Workflow Rules, Process Builders, Flows, and Approval Processes. - Workflow Rules: The oldest, limited automation tool with four actions (Field Update, Task, Email Alert, Outbound Message). - Process Builders: More complex, multiple actions, and logic capabilities. - Flows: The most complex solution, integrates with other tools, and replaces Workflow Rules and Process Builders. 03:10 📜 *Order of Operations in Salesforce* - Explanation of the order of operations in Salesforce (VAAWPE): Validation Rules, Assignment Rules, Auto-Response Rules, Workflow Rules, Process Builders, and Escalation Rules. - Emphasis on Validation Rules happening before other automation tools. 04:33 🛠️ *Workflow Rules in Salesforce* - Detailed explanation of Workflow Rules, their limitations, and the four actions they can perform (Field Update, Task, Email Alert, Outbound Message). - Walkthrough of creating a Workflow Rule in a Developer Org. 08:10 🧩 *Process Builders in Salesforce* - Introduction to Process Builders, their ability to handle multiple steps and more complex logic. - Comparison of Process Builders to Workflow Rules. - Mention of actions Process Builders can perform, excluding Outbound Messages. - Explanation of scheduled actions in Process Builders. 12:39 🌊 *Flows in Salesforce* - Overview of Flows as the future of Salesforce automation, replacing Workflow Rules and Process Builders. - Explanation of different Flow types: Screen Flow, Schedule Triggered Flow, Auto-Launched Flow, Record Triggered Flow, Platform Event, Record-Triggered Orchestration. - Emphasis on understanding Flow interviews and the six ways to trigger flows. 16:48 🔀 *Elements, Layouts, and Resources in Flows* - Explanation of Flow elements, including decisions and their role in directing flow execution. - Mention of two Flow layouts: Auto Layout and Free Form Layout. - Introduction to Flow resources, such as variables and constants, for data handling. 20:54 🐛 *Debugging and Rollback in Flows* - Brief mention of debugging Flow for troubleshooting and testing. - Rollback process not covered in detail, but understanding its importance in preventing data inconsistencies. 21:34 🛠️ *Debugging and Rollback Mode in Salesforce Automation* - Debugging allows you to preview the actions of a flow or process without making actual changes. - Rollback mode ensures that any changes made during debugging do not affect actual Salesforce records. 23:10 📊 *Understanding Workflow, Process Builder, Flows, and Approval Processes* - Workflow rules, Process Builder, and Flows are key automation tools in Salesforce. - Know when to use each automation tool and what can trigger them. 24:20 📝 *Creating Approval Processes in Salesforce* - Approval processes are used for record approvals, often triggered by certain criteria. - Understand how to set up criteria, assign approvers, and define approval actions. 28:00 🚀 *Actions in Approval Processes* - Approval processes can have actions for initial submission, approval, rejection, and recall. - Actions include email alerts, field updates, tasks, and outbound messages. 31:09 🧩 *Miscellaneous Automation Concepts* - Big Deal Alerts in Salesforce are used to notify users when opportunities reach a specific threshold. - Familiarize yourself with Process Automation Settings and understand their configurations. 36:04 🖥️ *User-Guided Screen Flows in Salesforce* - Screen Flows in Salesforce provide a user-guided experience for data input and interaction. - These flows are often used for guided data entry or customer interactions. 39:03 📈 *Use Cases and Actions of Approval Processes* - Approval processes are used for record approvals, such as updating fields or closing opportunities. - Understand the multiple steps, First Response, and unanimous approval settings in approval processes. Made with HARPA AI

went through all 7 videos of this series. Thank you so much for the clear short explanations. you are amazing at explaining the concepts so clearly. thank you

Thank you so much! This will be super helpful for my new role in Operations and to earn the certification!

Just passed my exam!! The best reviewer!

I have been waiting for this video since long. Thank you so very much.

This 7-video series is simply fantastic in terms of topics for the Admin exam coverage. THANK YOU.

excellent videos with perfect time duration, key concepts and content. thank you so much!

Informative and articulate as always. Thanks so much man, your series is really helping me prep for my admin test.

Took my test today and passed! So many of the topics you discussed were on the test. I definitely couldn't have done it without you. Thanks so much!!

man just paid for outdated sth in udemy. here you are for free. thank you

I just took a Salesforce Cert Day webinar, and they had a slide that showed Escalation Rules happen BEFORE Processes - so it would be a VAAWEP acronym

Thanks for all the videos. Excellent job!

Awesome. Testing in two days

I think your guides are awesome. If I had watched these when I started working with Salesforce, I would have unblocked so many things 😊

Thank you!!! 😀I have a second go at the test on Thursday

I passed the exam on Friday. Your videos were super helpful so thank you!

Intensive yet informative!

You helped me pass my test. Thank you

Today I cleared my admin certification. This video series was very helpful. Thank you. 😊

Thank you for the video. It was helpful

Hey @Salesforce Now just a heads up: when I run a debug in flow right now, I get a completely different pop-up window in a new tab, and it does not show me the highlighted process flow as it does for you. Just thought I'd bring it to your attention… Is it something that they changed in the last four weeks? Also, thanks for this awesome content - super helpful!!

Thanks for all your videos, mate. Very informative. May I ask you please, why I do not see the approval process under process automation? Cheers

Hi, I saw your whole series which is very helpful thanks for that. I only have confusion to memorise when and where to use Formula, number and Roll-up summary filed?

Is there any other input you’d recommend for the exam. I took the pre exams until I got 100% I took the paid exam and got 70% and when I took the actual exam I felt I knew nothing and did terrible. Your videos have been very helpful in the walkthrough process. One question is data export wizard a thing? Or is it only data import wizard where you can also export or was that a different tool?

an explanation i got from focusonforce is that "a flow can send an outbound message to an external system declaratively". Isnt this in conflict with the table at 40:27? Can flow send outbound message or not now i'm confused ..

can you edit flows after its been created.

I am worried about taking the Admin exam and having outdated info regarding automation tools such as workflow and process builder. They are being fazed out, do they still have questions in relation to which process should be chosen over another.

Would you have a practical example of a resource that would be valuable to add to a flow in real life? For the bounce house company for example 😀

Is there a reason that with all of those things that Process Builder could do... why did Salesforce not include sending outbound messages?

How do I know which automation to pick to answer questions correctly?

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hey man, how could can I connect you