Process Automation20% of the exam
Choosing automation tools and migrating to Flow
How to pick record-triggered Flow, Flow plus invocable Apex, Apex triggers, Change Data Capture, a scheduled job or a formula field, when to bypass flows with a custom permission, what Summer '22-era Workflow Rules and Process Builder could do, and how to retire them with the Migrate to Flow tool.
Given a complex scenario, determine the solution using the best tool or combination of tools to solve a business problem.
~8 min read · 19 practice questions ·
What the exam expects
- Choose Flow, Flow plus invocable Apex, or Apex triggers from an object's automation density.
- Spot the gaps that force Apex: transaction control, undelete, heavy in-memory or batch processing.
- Split a requirement across before-save, after-save, asynchronous and scheduled paths, Change Data Capture or a scheduled job.
- Bypass flows with a custom permission; choose a Flow Approval Process or a classic one.
- Read Summer '22-era Workflow Rules and Process Builder stems, replace them, and know what Migrate to Flow converts.
- Choose a formula field when a derived value needs no save.
Key terms: automation density (automations, record volume and downstream DML on one object); hybrid pattern (a flow calling invocable Apex); before-save flow (optimized for fast field updates); cross-object formula (a formula that reads fields on related records).
Key facts
Before-save elements
- Detail
- Assignment, Decision, Get Records, Loop; Custom Error per the newer page
CDC defaults
- Detail
- Maximum of five objects by default; events replay up to 72 hours
Workflow Rules and Process Builder
- Detail
- Unsupported since December 31, 2025; existing ones still run
Workflow actions
- Detail
- Email alert, field update, outbound message, task
Cross-object formula reach
- Detail
- Up to 10 relationships away
Sources for this section (6)
- Record-Triggered Flow Considerationshelp.salesforce.com (opens in a new tab)
- Custom Error Elementhelp.salesforce.com (opens in a new tab)
- Decision Guidearchitect.salesforce.com (opens in a new tab)
- End of Supporthelp.salesforce.com (opens in a new tab)
- Workflow Terminologyhelp.salesforce.com (opens in a new tab)
- Cross-Object Formulahelp.salesforce.com (opens in a new tab)
- Why does a business-hours calculation that admins must own use an after-save flow calling invocable Apex?
- Why is a custom permission in the entry formula better than deactivating flows for a load?
- Why is calling Database.executeBatch from an Apex trigger an anti-pattern?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Administrator II pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 29 lessons of the Platform Administrator II guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (19 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams