ADM-201 · Question #310
At Cloud Kicks, sales reps use discounts on the opportunity record to help win sales on particular products. When an opportunity is won, they then have to manually apply the discount to the related…
The correct answer is D. Flow Builder. To automate the application of discounts from a won opportunity to its related opportunity products, an administrator should use Flow Builder.
Question
At Cloud Kicks, sales reps use discounts on the opportunity record to help win sales on particular products. When an opportunity is won, they then have to manually apply the discount to the related opportunity products. The sales manager has asked if there is a way to automate this time- consuming task. What should the administrator use to deliver this requirement?
Options
- APrebuilt Macro
- BApproval Process
- CFormula Field
- DFlow Builder
How the community answered
(33 responses)- A3% (1)
- B12% (4)
- C6% (2)
- D79% (26)
Why each option
To automate the application of discounts from a won opportunity to its related opportunity products, an administrator should use Flow Builder.
Prebuilt Macros are automated action sequences for repetitive tasks within a console, designed for user interaction rather than background data updates across related records.
Approval Processes are used to manage how records are approved in Salesforce, not for automatically updating related record fields based on a parent record's status change.
A Formula Field calculates a value based on other fields and displays it, but it cannot automatically update the values of fields on related records.
Flow Builder is a powerful automation tool that can be used to create complex business processes, including updating related records based on changes in a parent record's status. An administrator can create a record-triggered flow that fires when an Opportunity is won, then queries for related Opportunity Products and updates their discount fields accordingly.
Concept tested: Salesforce Process Automation (Flow Builder)
Source: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5
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