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ADM-201 · Question #210

Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated. Which automation…

The correct answer is D. Process Builder. To update a parent record based on a field change in a child record, the administrator should use Process Builder, a declarative automation tool.

Submitted by mike_84· Apr 18, 2026Workflow/Process Automation

Question

Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated. Which automation solution should an administrator use to meet this request?

Options

  • AApproval Process
  • BWorkflow Field Update
  • CLightning Web Component
  • DProcess Builder

How the community answered

(26 responses)
  • A
    4% (1)
  • B
    12% (3)
  • C
    8% (2)
  • D
    77% (20)

Why each option

To update a parent record based on a field change in a child record, the administrator should use Process Builder, a declarative automation tool.

AApproval Process

An Approval Process is designed to manage approval workflows, not to automatically update related records based on field changes.

BWorkflow Field Update

While Workflow Field Updates can update parent fields in master-detail relationships, Process Builder offers more advanced capabilities and is the recommended declarative automation tool for such cross-object updates.

CLightning Web Component

A Lightning Web Component is a client-side UI component for building user interfaces, not a server-side automation solution for background data updates.

DProcess BuilderCorrect

Process Builder is a declarative automation tool that allows for cross-object updates, meaning it can update fields on related records (including parent records) when a record meets specific criteria, such as a field being updated on a child record like Referral Source.

Concept tested: Process Builder cross-object updates

Source: https://help.salesforce.com/s/articleView?id=sf.process_auto_actions.htm&type=5

Topics

#Process Builder#Automation#Cross-object update#Declarative automation

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