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Platform Administrator II
Study Checklist
Checklist progress
0/215Learned
Given a complex scenario, determine the solution using the best tool or combination of tools to solve a business problem
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Given a scenario, identify the appropriate tool or method for troubleshooting declarative automation
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Given a scenario, explain the capabilities and limitations of each declarative automation tool
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Screen flow input, navigation, and Lightning page placement
Learn this conceptBefore-save versus after-save record-triggered flow capabilities
Learn this conceptFlow create update and delete versus Workflow and Process Builder
Learn this conceptScheduled paths versus time-dependent workflow actions
Learn this conceptWorkflow rule remaining actions and limitations
Learn this conceptClassic approval process steps actions and record locking
Learn this conceptFlow approval processes versus Classic approval processes
Learn this conceptFlow interview bulkification and transaction limits
Learn this conceptUnderstand the implications of the order of execution when using automation tools
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A classic approval process routes a record through an ordered chain of people who approve or reject it, then can run follow-on work such as tasks, emails, field updates, or outbound messages. On submit, Salesforce locks the record so users cannot edit it while it is pending approval, with a setting that can still let administrators or the assigned approver edit. You design the steps, who gets each request, which automated actions fire, and who may edit a locked record.