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ADM-201 · Question #270

Universal Containers (UC) would like to count the number of open cases associated with each Account and update the Account with this value every Friday evening. UC has several hundred open cases at…

The correct answer is B. Use a record triggered flow. To count open cases associated with each Account and update the Account with this value, a record-triggered flow should be used to maintain the count dynamically.

Submitted by krish.m· Apr 18, 2026Workflow/Process Automation

Question

Universal Containers (UC) would like to count the number of open cases associated with each Account and update the Account with this value every Friday evening. UC has several hundred open cases at any given time. What should the administrator use to complete this request?

Options

  • AUse a scheduled Process Builder
  • BUse a record triggered flow.
  • CUse a scheduled flow.
  • DUse a Roll-Up Summary field on Case.

How the community answered

(23 responses)
  • A
    9% (2)
  • B
    78% (18)
  • C
    4% (1)
  • D
    9% (2)

Why each option

To count open cases associated with each Account and update the Account with this value, a record-triggered flow should be used to maintain the count dynamically.

AUse a scheduled Process Builder

Process Builder is being deprecated in favor of Flow, and while it could be scheduled, a dedicated scheduled flow or a record-triggered flow is the recommended automation solution.

BUse a record triggered flow.Correct

A record-triggered flow on the Case object can be configured to run whenever a Case is created, updated (e.g., its status changes to open or closed), or deleted. This allows the flow to dynamically update a custom number field on the related Account with the current count of open cases in near real-time, providing an up-to-date value for reporting purposes on any given schedule, including every Friday evening.

CUse a scheduled flow.

A scheduled flow could run every Friday evening, iterating through Accounts and querying Cases, but a record-triggered flow offers a more efficient, real-time approach by updating the count only when relevant Case records change, which may be preferred for managing 'several hundred open cases' incrementally.

DUse a Roll-Up Summary field on Case.

Roll-Up Summary fields can only be created on master-detail relationships, but Account and Case have a lookup relationship, preventing the direct use of this field type.

Concept tested: Automating Roll-up Summaries for Lookup Relationships with Flow

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

Topics

#Flow Automation#Record-Triggered Flow#Declarative Automation#Data Aggregation

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