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CRT-101 · Question #203

The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing simple field updated when a lead is created to improve processing time. What tool should the…

The correct answer is B. Before Save Flow. Before Save Flows are the recommended replacement for workflow field update rules because they execute before the record is saved, improving processing efficiency.

Workflow/Process Automation

Question

The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing simple field updated when a lead is created to improve processing time. What tool should the administrator use to replace the workflow rules?

Options

  • AQuick Action Flow
  • BBefore Save Flow
  • CScheduled Flow
  • DScreen Flow

How the community answered

(30 responses)
  • A
    13% (4)
  • B
    77% (23)
  • C
    7% (2)
  • D
    3% (1)

Why each option

Before Save Flows are the recommended replacement for workflow field update rules because they execute before the record is saved, improving processing efficiency.

AQuick Action Flow

Quick Action Flows require a user to manually invoke them via a button or action, so they cannot replace automated workflow rules that fire on record creation.

BBefore Save FlowCorrect

A Before Save Flow triggers before a record is written to the database and can update fields on the triggering record without a separate DML operation, making it the most efficient and direct replacement for workflow field update rules on record creation.

CScheduled Flow

Scheduled Flows run at a specified time interval rather than being triggered by record creation, so they do not replicate the on-create behavior of workflow rules.

DScreen Flow

Screen Flows present an interactive UI to the user and require human interaction to proceed, making them unsuitable for automated field updates on record creation.

Concept tested: Before Save Flow replacing workflow field updates

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

Topics

#Salesforce Flow#Before Save Flow#Workflow Rules#Automation Performance

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