Skip to content

Process Automation Accredited Professional Exam Guide

Process Automation Accredited Professional (AP) Exam Guide.

If you are familiar with Process Builder, Approval Process and Flows (almost everyone who is Salesforce Certified Admin or App Builder or Platform Developer) then this might be the easiest Salesforce Accredited Professional Exam for you.

1. About the Process Automation Accredited Professional Exam

Process Automation Accredited Professional Exam covers Process Automation capabilities of Salesforce. (Process Builder, Approval Process, Flow, Workflow, Einstein Next Best Action)

  • Content: 60 multiple-choice/multi-select questions
  • Passing Score: 41 out of 60 questions
  • Registration Fee: $150 ($75 until Feb 28, 2022), plus applicable taxes
  • Retake Exam Fee: $75, plus applicable taxes
  • Prerequisites: None

2. Process Automation Accredited Professional Exam Outline

Flow Basics:
Given a scenario, choose the right automation tool
Describe how and when to useFlow Builder and Process Builder
Describe how and when to use Approvals
17% 10
Tools and Best Practices:
Elaborate on the capabilities, limitations, components, and elements of process automation tools
Explain the options and steps involved in creating Flows, Processes, and Approvals
Describe automation best practices
Testing, Distribution, and Monitoring:
Identify test casesDescribe declarative distribution options
Describe monitoring capabilities including Flow Interviews
Use Cases:
Map process automation capabilities to specific requirements for various use cases including sales, service, and portals
Process Automation Accredited Professional Exam Outline

3. Accredited Professional Exam Study Course

Accredited Professional Exam curriculum is available on Salesforce Partner Learning Camp. Please refer to Accredited Professional Partner Community Page for details.

4. Important Topics for Process Automation Accredited Professional Exam

  • Flows can be distributed (made available to users) via:
    • Flow actions
    • Lightning pages
    • Experience Builder pages
    • Custom Aura components
    • Custom Lightning web components
    • Custom buttons or custom links
    • Flow Orchestrator (Beta)
    • Web tabs
    • Direct flow URLs
    • Visualforce pages
    • Lightning Out
    • Embedded Service deployments
  • Monitor Flow & Processes
  • Path and Kanban
  • Flow Best Practices
    • Never hard-code Salesforce IDs
    • Plan out your flow before you start building
    • Wait until the end of the flow to make changes to the database
    • Control when running users can navigate backward
    • Provide an error handler
    • While configuring a flow save early and often
    • Test as many permutations of your flow as you possibly can
    • Avoid accessing external objects after DML operations in a transaction
  • General Flow Limits
    • Versions per flow: 50
    • Executed elements at runtime per flow: 2,000
  • Per Transaction Flow Limits
  • A flow interview is an instance of a flow, much like a record is an instance of an object. The flow interview can do many things, including look up and manipulate Salesforce data. In an interview, you can pass data into variables and other resources. The data can come from a variety of sources, such as Salesforce records that the flow queries, information that a user enters in a screen input field, or something that you manually enter.
  • Flow vs Workflow Rule
  • What automated actions can be added to an Approval Process
  • Automated Actions
    • When can a process be triggered
    • A record change process starts when a record is created or updated
    • An event process starts when a platform event message is received
    • An invocable process starts when something else, like another process, invokes it
  • Different Action Types available in flow builder
Different Action Types in Flow
  • Set Time options for Scheduled Actions
Set Time for Action to Execute
  • Flow Types
Flow Types
  • Steps to use Logic Elements in a Flow (Assignment, Decision, Loop, Collection Sort)
  • Approval Process Actions (Initial Submission, Final Approval, Final Rejection, Recall)
  • Options for responding to Approval Requests (Approve / Reject Button on UI, Email, Chatter)
  • Approval Process Limits
  • Please review the sample questions provided in the Process Automation Accredited Professional Exam Guide in Partner Learning Camp (PLC) to get an idea of the kind of questions to expect in the exam
Salesforce Process Automation Accredited Professional Certificate

3 thoughts on “Process Automation Accredited Professional Exam Guide”

Please Leave a Comment