Salesforce · Salesforce Admin

Salesforce Administrator: Automation and Security

Flow automation, sharing rules, and profile and permission set concepts tested on the Salesforce Administrator exam.

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What are the two primary trigger types for automated flows in Salesforce?
Record-triggered flows and schedule-triggered flows.
In a record-triggered flow, what does the 'Before Save' trigger option do?
Executes the flow before the record is committed to the database, allowing updates to the same record without a second DML statement.
What is a subflow in Salesforce Flow?
A reusable flow that is called by another flow to execute a specific set of actions or decisions.
Which element in Flow allows you to repeat a set of actions over a collection of records?
Loop element.
What does the Decision element do in a Flow?
Branches the flow logic based on conditions you define, directing the flow down different paths.
What is the maximum number of active record-triggered flows per object?
5 flows per object (as of the current platform limit).
What is a Screen Flow in Salesforce?
A flow that presents one or more screens to a user for input before executing actions, often used for guided processes.
What happens if a record-triggered 'Before Save' flow updates the same record that triggered it?
The update is applied without requiring an additional DML statement or causing recursion limits to increment.
What is the primary difference between a Scheduled Flow and a Scheduled Action?
Scheduled Flows are their own standalone automation that runs on a schedule; Scheduled Actions are older legacy workflow scheduling.
What does a Record Update action do in Flow?
Updates one or more existing records with specified field values without needing a separate DML statement if in a Before Save context.
In Flow, what is a variable used for?
To store data during flow execution so it can be passed between elements or used in expressions.
What is an Assignment element in Flow?
An element that assigns or updates the value of a variable during flow execution.
What is a sharing rule in Salesforce?
A configuration that grants users additional record access beyond their normal role-based hierarchy and record ownership.
What are the two main types of sharing rules?
Ownership-based sharing rules and criteria-based sharing rules.
What does an ownership-based sharing rule do?
Shares records owned by a specific user or group with another user or group based on the record owner.

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