CRT-101 · Question #122
At cloud kicks sales reps use discounts on the opportunity record to help win sales on products. When an opportunity is won, they then have to manually apply the discount up the related opportunity…
The correct answer is A. Flow Builder. Flow Builder is the right tool because it can automate record updates across related objects - specifically, it can trigger when an Opportunity is marked "Closed Won" and then iterate through the related Opportunity Products to apply the discount value automatically…
Question
At cloud kicks sales reps use discounts on the opportunity record to help win sales on products. When an opportunity is won, they then have to manually apply the discount up the related opportunity products. The sales manager has asked if three is a way to automate this time consuming task. What should the administrator use to deliver this requirement?
Options
- AFlow Builder
- BApproval Process
- CPrebuild Macro.
- DFormula field
How the community answered
(37 responses)- A70% (26)
- B8% (3)
- C16% (6)
- D5% (2)
Explanation
Flow Builder is the right tool because it can automate record updates across related objects - specifically, it can trigger when an Opportunity is marked "Closed Won" and then iterate through the related Opportunity Products to apply the discount value automatically, eliminating manual data entry.
Approval Process (B) is for routing records through a human approval workflow, not automating field updates. Prebuilt Macros (C) are used in Service Cloud to automate repetitive agent actions like sending emails or updating cases - they don't apply to Opportunity automation. Formula Fields (D) are read-only calculated fields; they cannot write values to other records.
Memory tip: When a question involves automating an action across related records triggered by a status change, think Flow Builder - it's Salesforce's Swiss Army knife for automation without code.
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