Salesforce Certified Process Automation Practice Test - Questions Answers, Page 2

Inside a loop in a Salesforce flow, it's recommended to avoid executing actions such as creating or updating records directly. This can lead to hitting governor limits due to the potentially high number of operations being performed in a single transaction. Instead, it's better to collect the changes in a collection variable and perform bulk DML operations outside the loop.

Reference: Salesforce Developer Blog - Best Practices for Designing Efficient Flows

To automate the process of sending an approval request when an Account record changes from Prospect to New Customer, the best approach would be to use Salesforce Flow to update the Account field value and then trigger an Approval Process to notify the VP of Sales. This approach allows for a more flexible and powerful automation compared to using Apex Triggers or Process Builder alone. Salesforce Flow can detect record changes and perform complex logic, including updating records and initiating approval processes. The Approval Process can then be configured to send an approval request to the VP of Sales. This solution aligns with Salesforce's best practices for leveraging declarative automation tools before resorting to code.

Reference: Salesforce Help Documentation on Flow and Approval Processes.

Lightning Flow encompasses several tools designed to automate business processes in Salesforce, including Process Builder, Flow Builder, and Approvals. Process Builder is ideal for creating automated processes based on record changes. Flow Builder provides a more comprehensive platform for building complex workflows with conditional logic and user interactions. Approvals are used to automate the approval process, allowing for record approval requests and tracking. Together, these tools provide a robust set of options for automating business processes within Salesforce.

Reference: Salesforce Help - Lightning Flow