Platform Administrator practice questions: Automation

The Sales Director wants a notification whenever an opportunity over $100,000 passes 50% probability. Which two options could deliver this? (select 2)

Choose two.

1. Build a report and check it regularly.
2. Big Deal Alerts.
3. Build a record-triggered flow on Opportunity that sends an email alert to the Director when the criteria are met.
4. Write an Apex trigger.

An admin needs to see every record-triggered flow that runs on Opportunity and the order in which they run. Which tool shows this?

1. Schema Builder
2. Flow Trigger Explorer
3. Setup Audit Trail
4. Process Automation Settings

In a patient intake screen flow, Provider Name must appear and be required only when Insurance Type is Private. What is the most efficient setup?

1. Create a conditional display rule in User Interface settings.
2. Set conditional visibility on the Provider Name screen component.
3. Add a validation rule on the object.
4. Add an assignment element for each insurance branch.

Aegis Security wants only active contracts over $100,000 to enter the management review. How do you limit which records enter the approval process?

1. Define entry criteria on the approval process.
2. Set the object's org-wide default to Private.
3. Build a dynamic form that shows a submit button.
4. Add a validation rule to the contract.

Vanguard Health built a screen flow for patient screening and wants reps to run it from the Patient record page. How?

1. Add the Flow component to the Patient Lightning record page in App Builder.
2. Add a link to the flow in a page layout section header.
3. Set up a component visibility filter on the utility bar.
4. Add the flow to the Mobile Only navigation menu.

Precision Financial wants expense reports reviewed in sequence by managers and finance directors, then sent automatically to an external accounting system. Which two tools? (select 2)

Choose two.

1. Auto-response rule
2. Quick action
3. Outbound message action
4. Approval process

A manager gets a system error approving a discount request. What should the admin check first?

1. Whether the manager is a delegated approver.
2. Whether the fields changed by the approval are hidden on the manager's layout.
3. Whether to set field-level security to read-only for all fields modified.
4. Whether the next approver's user account is inactive or missing.

AeroTech needs submitters or admins to be able to withdraw a pending approval and unlock the record before the manager reviews. Which approval action?

1. Delegation actions
2. Final rejection actions
3. Recall actions
4. Initial submission actions

When a credit reviewer rejects a loan application, the status must become Rejected and an email must go to the loan officer. Where in the approval process do you configure this?

1. Recall actions
2. Initial submission actions
3. Final rejection actions
4. Escalation actions

BioHealth reps find the Account creation screen cluttered. Management wants a simpler guided interface asking only for essential fields. Which tool?

1. Duplicate rules
2. Approval processes
3. A screen flow
4. Validation rules

Zenith Health's patient portal in Experience Cloud needs a guided wizard for medical record requests and contact updates. Which component should go on the page?

1. Record Detail
2. Autolaunched flow
3. Screen flow
4. Related list

A record-triggered flow on Shipment runs only when Status is updated to In Transit. Its scheduled path posts a Chatter reminder 14 days later. On day 5 the status becomes Delivered. What happens to the scheduled reminder?

1. It is cancelled because the record no longer meets the flow's entry conditions.
2. It is paused until the record is updated again.
3. It runs on day 14 regardless of status.
4. It is sent immediately.