(7/7) Salesforce Admin Exam: Workflow/Process Automation
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- Опубліковано 27 лип 2024
- Welcome to our comprehensive guide to the Workflow/Process Automation section of the Salesforce Admin Exam! If you're aiming to become a certified Salesforce Administrator or simply looking to enhance your skills, this video is an essential resource for you.
Let's talk through this portion of the Salesforce Admin Exam, providing you with step-by-step instructions and demos on how to build workflow rules, process builders, flows, screen flows, and approval processes. Whether you're a beginner starting your Salesforce journey or an experienced professional aiming to refresh your knowledge, this video has got you covered.
We will walk you through each topic, ensuring you have a solid understanding of the key concepts, best practices, and configuration techniques required to excel in the exam.
⏱️⏱️Time Stamps⏱️⏱️
00:00 - Intro
00:23 - Bullet #1: Workflow Rules, Process Builder, Flows, Approval Process
35:52 - Bullet #2: Use cases of Flows
38:04 - Bullet #3: Use cases of Approval Processes
40:08 - Final Tips
7-Part Series to Admin Exam: • Salesforce Admin Certi...
BEST Practice Tests: focusonforce.com/admin-study-...
Focus on Force Admin Study Guide: focusonforce.com/administrato...
Exam Guide: trailhead.salesforce.com/help...
Trailmix: trailhead.salesforce.com/user...
View all videos for this series: ua-cam.com/play/PL172fFLnzQLD13rt5oSVsVjWH-u4T9ANF.html
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! :)
Congrats! I'm working on that series next
Well done !!! how they refer to this section as I read that Salesforce will retire workflow and process builder
@@arlita894Salesforce is still asking Workflow questions, doesn't make sense to me. Maybe for those migrating from Workflows to Flows
@@GetOut_Ofthe_Comments_Section yes they do, not sure why but I was able to pass my exam :)
I passed my my exam , which was made possible by going through your videos and understanding all the concepts thank you so much
Congrats! Well deserved!
Today, I passed my my exam , Thank You so much for all videos and making simpler to understanding all the concepts :)
Congrats!!! Well done!
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!!
Thank you for coming back and letting me know! And well done! It can be a tricky exam so congrats for doing your prep work and getting through it
🎯 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.
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Thank you so much! This will be super helpful for my new role in Operations and to earn the certification!
Great! Let me know how I can help with resources or any questions you might have.
Just passed my exam!! The best reviewer!
Congrats!
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 for the feedback! I hope they have been helpful to you on your journey!
excellent videos with perfect time duration, key concepts and content. thank you so much!
You're very welcome!
This 7-video series is simply fantastic in terms of topics for the Admin exam coverage. THANK YOU.
Thank you for your feedback! I hope it's helped clarify anything that may have been tough to understand prior.
man just paid for outdated sth in udemy. here you are for free. thank you
Thank you!
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!!
Congrats and well deserved!
Thanks for all the videos. Excellent job!
Today I cleared my admin certification. This video series was very helpful. Thank you. 😊
Congrats and well done!
I have been waiting for this video since long. Thank you so very much.
Intensive yet informative!
Awesome. Testing in two days
Let me know how it goes for you!
I passed the exam on Friday. Your videos were super helpful so thank you!
Glad to hear it! Well done!
Informative and articulate as always. Thanks so much man, your series is really helping me prep for my admin test.
Glad to hear it! Best of luck on your prep work! Remember to build, build, build!
I think your guides are awesome. If I had watched these when I started working with Salesforce, I would have unblocked so many things 😊
It can be a confusing place! What did you struggle most with early on?
After working for almost a year in Salesforce in a consultant company comprised of admins. I realized I never really did a basic salescloud setup and touched all the nitty gritty bits. I find it a bit annoying to know all the features reguarding the classic version of SF and how to understand it or that I have to know about it.
I've also realized that I already have my own way to make some functionalities and now I have to learn how to do them the normal way, so that's a pain. :)@@salesforcenow
@@salesforcenow I spent 2 weeks studying the Focus on Force question bank and another 10 days on the theory that they had there and then I passed. And I watched your videos one more time on the day of the exam.
Thank you!!! 😀I have a second go at the test on Thursday
Good luck!!
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
Great call out! I've seen different answers here due to the different ways processes run before-save and after-save (developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_order_of_execution.htm), but I'll update my resources to follow the Cert Day info. Thanks!
You helped me pass my test. Thank you
Congrats! Well deserved!
Thank you for the video. It was helpful
Hey, how did you add that create a case flow into the account button? thank you!
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!!
It's very likely. I know they are updating the UX for flows by having a side-by-side window when clicking into flow elements, but I've yet to experience a different window should the debug path.
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?
I've an exam on Friday which is just one day after but still, I am so confused with these three field
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
Glad to hear it! Are you referring to the section in Setup in a Salesforce org?
@@salesforcenow Yes
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?
Build. Build. Build. That's the best suggestion I have for anyone studying for the exam. As you go through the practice tests again, after EACH question, go into a developer org and walk through the question/scenario. Make sure you see in the developer org why the correct answer is correct, and why the incorrect answers are incorrect.
And the data export wizard is not a thing. Only Data Export.
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 ..
You are correct that you can send an outbound message with flow. Apologies for the outdated graphic.
thanks! @@salesforcenow This series and the graphic (even though outdated lol) is really really helpful. Passed the exam yesterday!
Congrats and well deserved!
can you edit flows after its been created.
Yes, doing so will often create a new version of the sake flow. This helps you experiment with flows and iterate on existing flows.
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 😀
Are you referring to a resource that you can create and use within the flow? Or an example of a flow that the bounce house company might need?
Thanks for your reply :) I’m referring to a resource that you can create in the flow.
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.
They are being phased out overall, but orgs will still need to maintain existing workflow rules and process builders for the time being. There are still a few questions on their capabilities (aka what actions they can take).
@@salesforcenow Thank you. You should create a video on how to phase out workflows and process builders, that is a topic in high demand. There are so many custom situations so of course you can't solve every scenario, but if you can explain the basics of inputing workflow and process builder into flow that would help both yourself with views as well as most admins looking for extra input over the next few months.
17 27
How do I know which automation to pick to answer questions correctly?
By understanding what can trigger an automation to run, what actions they can take, and what limitations they each have.
@@salesforcenow thank you
Is there a reason that with all of those things that Process Builder could do... why did Salesforce not include sending outbound messages?
Great question, but unfortunately Salesforce nor I have a good answer for you there. It's a common complaint and request from users. But now that Flow can do it, it doesn't make sense for Salesforce to develop Process Builders any further. I work in 98% Flows - but you need to be familiar with Workflow Rules and Process Builder for the test.
@@salesforcenow No worries- I have just been wondering :-) Thanks so much!!
One more question: is a Flow Orchestration also just a flow?
hey man, how could can I connect you
Feel free to connect with me on LinkedIn. I have my profile in my channel info.