CRT-101 · Question #214
Northern Trail Outfitters has asked an administrator to ensure that when a contact with a title of CEO is created, the contact's account record gets updated with the CEO's name. Which feature should…
The correct answer is C. Process Builder. Process Builder is the appropriate tool for automatically updating a related parent Account record when a Contact with a specific title is created.
Question
Northern Trail Outfitters has asked an administrator to ensure that when a contact with a title of CEO is created, the contact's account record gets updated with the CEO's name. Which feature should an administrator use to implement this request?
Options
- AQuick Action
- BWorkflow Rule
- CProcess Builder
- DValidation Rule
How the community answered
(22 responses)- A5% (1)
- B9% (2)
- C82% (18)
- D5% (1)
Why each option
Process Builder is the appropriate tool for automatically updating a related parent Account record when a Contact with a specific title is created.
Quick Actions allow users to manually create or update records from a button click but do not fire automatically on record creation to update a related record.
Workflow Rules can update fields only on the originating object or create tasks - they cannot update fields on a related parent object such as an Account.
Process Builder supports cross-object field updates, meaning it can trigger on a Contact record creation, evaluate the Title field, and then update a field on the related Account record - functionality that neither Workflow Rules nor Validation Rules support.
Validation Rules are used to prevent record saves when certain conditions are not met and cannot perform field updates on any record.
Concept tested: Process Builder cross-object field updates
Source: https://help.salesforce.com/s/articleView?id=sf.process_overview.htm
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