ADM-201 · Question #142
Anytime an Opportunity is moved to Closed Won, Sales reps at Universal Containers (UC) are supposed to create a record on a child object of Opportunities called Survey Request. This action, however…
The correct answer is B. Flow C. Process Builder. To automate the creation and field population of Survey Request records upon opportunity closure and remove manual creation permissions, an administrator should use Flow or Process Builder.
Question
Anytime an Opportunity is moved to Closed Won, Sales reps at Universal Containers (UC) are supposed to create a record on a child object of Opportunities called Survey Request. This action, however, does not always occur. Sales reps do not always populate all fields correctly. Which two tools should be used to remove permissions from Sales to create these records and automate record creation? Choose 2 answers
Options
- AApprovals
- BFlow
- CProcess Builder
- DWorkflow
How the community answered
(24 responses)- A8% (2)
- B79% (19)
- D13% (3)
Why each option
To automate the creation and field population of Survey Request records upon opportunity closure and remove manual creation permissions, an administrator should use Flow or Process Builder.
Approvals are used for approving records that meet certain criteria, not for automating the creation of related records or removing user creation permissions.
Salesforce Flow is a powerful automation tool that can create records, update fields, and guide users through business processes, making it ideal for automating the creation of Survey Request records with correct field population when an Opportunity is Closed Won.
Process Builder allows administrators to automate processes by defining criteria and then executing actions like creating records, updating fields, or invoking flows, which can trigger the Survey Request creation when an Opportunity's stage changes to Closed Won.
Workflow Rules can automate tasks like sending emails or updating fields, but they have limited capabilities for creating new related records with complex field population compared to Flow or Process Builder.
Concept tested: Salesforce Automation Tools (Flow, Process Builder)
Source: https://help.salesforce.com/s/articleView?id=sf.process_auto_overview.htm&type=5
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