Salesforce Flows Practice Question

Here’s a list of flows scenarios questions for practice, covering beginner to intermediate levels and Intermediate to Advanced levels: Beginner Level: Intermediate Level: Advanced

1. Create a flow that automates the process of updating a custom field on the Opportunity object based on specific criteria.
2. Design a flow that guides users through the process of creating a new Account record with validation rules and default field values.
3. Develop a flow that automates the lead qualification process by assigning a lead owner and updating lead status based on predefined criteria.
4. Implement a flow that allows users to request approval for a custom object record and sends notifications to the designated approver(s).
5. Create a flow that automates the creation of related tasks and sends email notifications to users when a new Case is escalated.
6. Design a flow that guides users through a wizard-like process for updating multiple fields on a Contact record.
7. Develop a flow that automates the process of converting a Lead into an Account, Contact, and Opportunity with predefined field mappings and validation rules.
8. Implement a flow that calculates and updates a custom field on the Opportunity object based on the values of related Opportunity Line Items.
9. Create a flow that automates the process of updating a custom field on the Case object based on the values of related Case Comments.
10. Design a flow that guides users through a series of screens to gather data and create a custom object record with dependent picklist values.
11. Create a flow that automates the process of assigning a default value to a custom field on the Contact object when a new Opportunity is created.
12. Design a flow that guides users through a step-by-step process for updating multiple fields on the Case object based on predefined criteria.
13. Develop a flow that automates the process of creating a new Task and sending email notifications to team members when a high-priority Case is created.
14. Implement a flow that allows users to request record deletion and sends email notifications to the designated approver(s) for approval.
15. Create a flow that automates the process of updating a custom field on the Opportunity object based on the values of related Opportunity Contact Roles.
16. Design a flow that guides users through a series of screens to gather data and create related records for custom objects with validation rules.
17. Develop a flow that automates the process of updating a custom field on the Account object when a related Opportunity is closed-won or closed-lost.
18. Implement a flow that allows users to request data updates on a record and sends email notifications to the designated approver(s) for review.
19. Create a flow that automates the process of calculating and updating a custom field on the Opportunity object based on the values of related Opportunity Products.
20. Design a flow that automates the process of updating a custom field on the Case object based on the Case Priority and the number of days since the Case was created. The custom field should be updated as follows:
    1. If the Case Priority is set to “High” and the number of days since the Case was created is less than 3, the custom field should be set to “Urgent”.
    2. If the Case Priority is set to “Medium” and the number of days since the Case was created is less than 5, the custom field should be set to “Normal”.
    3. If the Case Priority is set to “Low” and the number of days since the Case was created is less than 7, the custom field should be set to “Low Priority”.
    4. If none of the above conditions are met, the custom field should be set to “No Priority”.
21. Design a flow that automates the process of creating a new Contact record and associating it with an existing Account based on user input.
22. Develop a flow that automates the process of updating a custom field on the Opportunity object based on the selected values from a multi-select picklist on a related Opportunity Product.
23. Implement a flow that allows users to request a discount on an Opportunity and sends email notifications to the designated approver(s) for approval.
24. Design a flow that guides users through a series of screens to collect customer feedback and automatically creates a Case record based on the input.
25. Create a flow that automates the process of updating a custom field on the Account object based on the count of related Contacts.
26. Develop a flow that allows users to search for and select multiple records from a specific object, and then perform bulk updates on the selected records.
27. Design a flow that automates the process of assigning a default owner to a new Lead based on the Lead Source and the specified assignment rules.
28. Design a flow that automatically assigns a specific record type to an Opportunity based on the selected value in a picklist field on the Opportunity record.
29. Create a flow that triggers an outbound message to an external system whenever a new Case is created with a specific priority.
30. Develop a flow that updates a custom field on the Account object with the count of related Opportunities that have a closed-won status.
31. Implement a flow that performs a series of calculations on Opportunity Line Items and updates a custom field on the Opportunity object with the total discount amount.
32. Design a flow that automatically creates a new Contact record and associates it with the related Account when a new Opportunity is created.
33. Create a flow that sends an email notification to a designated user whenever a high-value Opportunity is closed-won.
34. Develop a flow that updates the Opportunity Stage based on the values of related custom fields and criteria defined by the business logic.
35. Implement a flow that automatically creates a follow-up Task for a Contact when a specific Event type is logged.
36. Design a flow that calculates and updates a custom field on the Case object based on the average resolution time for similar Cases.
37. Create a flow that sends an approval request to multiple approvers based on predefined criteria and updates the record upon approval or rejection
38. I have one field on Account Object i.e., Date of Birth. Create a flow to send Emails to the Customer where the customer record is the Account Record if the date of birth is of today.
39. Create a flow that automatically escalates a support case to the manager if it remains unresolved for more than 48 hours since its creation. The flow should update the case status and send an email notification to the manager.
40. Create a flow that allows users to convert leads into opportunities, accounts, and contacts in one step. The flow should perform data validation, account and contact creation, and opportunity conversion based on user input.
41. Build a flow that automates follow-up activities for opportunities that have been marked as “Closed-Won.” The flow should create tasks for account managers to follow up with customers at specified intervals after the deal is closed.
42. Develop an onboarding flow that automates the new employee onboarding process. The flow should create user accounts, assign permission sets, and prompt users to complete necessary forms.
43. Create a Salesforce Flow that allows users to update the opportunity’s stage and probability fields. When the stage is set to “Closed Won,” automatically update the opportunity’s amount field to the maximum value of all related opportunity amounts.
44. Build a Salesforce Flow that sends an email to all contacts associated with an account when a new task is created for that account. The email should contain the task details and a custom message.

Conclusion