Automation

A company uses an approval process for discount requests on opportunities. When a request is fully rejected, management wants the opportunity's custom 'Discount Status' field to automatically change to 'Denied' so the sales team knows not to proceed. Where in the approval process should the administrator configure this?

A sales manager wants that when an Opportunity is submitted for discount approval, the record should immediately become read-only for the submitter and most users, and the Opportunity's Status field should be set to 'Pending Approval'. Which approval process configuration accomplishes BOTH requirements without additional automation?

A company requires that expense reports over $5,000 must be approved by BOTH the Finance Manager AND the Department Director in the same step. The request should only advance if all designated approvers approve it. Which approval step configuration should the administrator use?

An administrator is building an approval process for discount requests on Opportunities. When a request is fully approved, the business wants the Opportunity's 'Discount Status' field set to 'Approved', an email sent to the sales rep, and a follow-up task created for the finance team. Where should the administrator configure these three automated actions so they only fire when the request receives final approval?

A company uses an approval process for discount requests over 20%. The sales manager wants approvers to see a custom set of fields and buttons when they open a pending approval record, and wants a specific comment box available during the approval decision. Which approval process configuration element controls what the approver sees when reviewing the record to approve or reject?

An administrator is configuring an approval process for expense reports. The requirement is that when a record receives its final approval, the record's 'Status' field must be set to 'Approved' AND a notification email must be sent to the accounting team. Where should the administrator configure these two automated actions?

A company uses an approval process for discount requests over 20%. When a manager approves the first step, the requesting rep should automatically receive an email confirming that the first level was approved and that the request is now moving to the VP. The record must NOT yet be considered fully approved. Where should the administrator configure the email alert to meet this requirement?

An administrator is building a record-triggered flow on the Case object. When a Case is created, the business needs different automated actions depending on the Case Priority: 'High' cases should create a follow-up task, 'Medium' cases should update a field, and all other priorities should take no action. Which flow element should the administrator use to route the flow down the correct path based on Priority?

An administrator builds an autolaunched flow that uses an Update Records element to modify related Contact records. During testing, the flow occasionally fails when a validation rule on the Contact object blocks the update, causing an unhandled error. The administrator wants to ensure that when this happens, an email is sent to the support team notifying them of the failure, rather than the flow simply erroring out. What should the administrator add to the flow to accomplish this?

A Salesforce admin needs to automatically populate a 'Full Name' field on the Contact record by combining the First Name and Last Name fields whenever a Contact is created or edited. The admin wants this to happen as efficiently as possible, updating only the same record that triggered the automation, without querying or updating any related records. Which automation approach should the admin choose?

An administrator needs to build automation that runs whenever an Opportunity's Stage is changed to 'Closed Won'. The automation must find all related open Tasks on that Opportunity and update each of their Status fields to 'Completed'. Which combination of Flow type and elements should the administrator use?

A sales manager wants an automated email reminder sent to the Opportunity owner exactly 3 days after an Opportunity's Close Date if the Opportunity is still in an open stage. The reminder should not fire immediately when the record is saved. Which automation approach should the administrator configure?

A sales operations admin needs to automatically notify the regional sales manager whenever an Opportunity's Amount exceeds $50,000 and its Stage changes to 'Negotiation/Review'. The notification must be a professionally formatted email using an existing email template, and no user interaction is required. Which combination should the admin configure to meet this requirement with the least custom work?

A company wants an automated email sent to the account owner exactly 30 days after an Opportunity is marked 'Closed Won', but only if the related Account has no other open Opportunities at that time. Which single automation approach best meets this requirement?

An administrator needs to automatically run a process every night at 11:00 PM that finds all Account records with no related open Opportunities and sets a checkbox field 'Needs Review' to true on each one. The process should run without any user interaction. Which automation tool should the administrator use?

A regional manager wants a report emailed to herself every Monday at 7:00 AM listing all Opportunities that have been in the 'Negotiation' stage for more than 14 days. No user interaction is needed, and the process must run automatically on a recurring schedule. Which automation tool should the administrator use to meet this requirement?

An administrator is building a screen flow that lets service agents record a customer complaint. On an early screen, the agent enters a 'Base Priority Score' number. Later in the flow, based on a Decision element that checks the account's tier, the admin needs to add 10 to that stored score before displaying it back to the agent on a final screen. Which flow element should the administrator use to increase the existing score value?

A customer support manager wants agents to follow a guided, step-by-step process when logging a new equipment return. The process must prompt the agent to enter the return reason and quantity, then create a Return record based on what the agent typed. The process should only run when an agent manually launches it from a button. Which type of flow should the administrator build?

An administrator is building a screen flow that lets support agents log a new Case and then, later in the same flow, immediately create a related Follow-Up Task record that must reference the newly created Case. After the Create Records element that inserts the Case, what is the best way to ensure the Task references the correct Case?

A support manager wants a screen flow that agents launch from a Case record. The flow should ask the agent to select a resolution type, then take different paths: for 'Refund' it must update the Case status and create a follow-up Task, while for 'Replacement' it must only update the Case status. Which flow element should the admin use to route the flow down the correct path based on the agent's selection?