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CRT-101 · Question #10

Universal Containers requires that when an Opportunity is closed won, all other open opportunities on the same account must be marked as closed lost. Which automation solution should an…

The correct answer is C. Flow Builder. This requirement involves cross-record updates: when one Opportunity's stage changes, related Opportunity records on the same Account must be found and updated. Flow Builder is the only option that can query related records (using a 'Get Records' element to find other open…

Workflow/Process Automation

Question

Universal Containers requires that when an Opportunity is closed won, all other open opportunities on the same account must be marked as closed lost. Which automation solution should an administrator use to implement this request?

Options

  • AQuick Action
  • BWorkflow Rule
  • CFlow Builder
  • DOutbound Message

How the community answered

(27 responses)
  • A
    7% (2)
  • B
    4% (1)
  • C
    74% (20)
  • D
    15% (4)

Explanation

This requirement involves cross-record updates: when one Opportunity's stage changes, related Opportunity records on the same Account must be found and updated. Flow Builder is the only option that can query related records (using a 'Get Records' element to find other open Opportunities on the same Account) and then loop through and update each one (using 'Update Records'). A (Quick Action) performs single-record actions and cannot query and update related records. B (Workflow Rule) can only update fields on the current record or its direct parent - it cannot find and update sibling records. D (Outbound Message) sends data to an external endpoint and does not update Salesforce records directly.

Topics

#Flow Builder#Record-triggered flow#Cross-record updates#Automation tools comparison

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