Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated. Which automation…

The correct answer is D. Process Builder. Process Builder supports cross-object field updates, including updating fields on a parent (lookup or master-detail) record. When triggered by a field change on a child record (Referral Source), it can then update a field on the related parent record (Referral). Workflow Field…

Workflow/Process Automation

Question

Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated. Which automation solution should an administrator use to meet this request?

Options

ALightning Web Component
BApproval Process
CWorkflow Field Update
DProcess Builder

How the community answered

(22 responses)

A
5% (1)
B
5% (1)
C
14% (3)
D
77% (17)

Explanation

Process Builder supports cross-object field updates, including updating fields on a parent (lookup or master-detail) record. When triggered by a field change on a child record (Referral Source), it can then update a field on the related parent record (Referral). Workflow Field Updates can only update the triggering record or certain related records and do not support updating parent objects in a master-detail or lookup relationship in this way. Lightning Web Components are UI components, not automation tools. Approval Processes handle multi-step approvals, not automated field updates.

Topics

#Process Builder#Declarative Automation#Cross-Object Updates#Record Automation

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