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CRT-101 · Question #61

Universal Containers (UC) would like to count the number of open cases associated with each account and update the account with this value every Friday evening. UC has several hundred open cases at…

The correct answer is D. Use a scheduled flow. A Scheduled Flow is the correct tool because UC needs an automated process that runs on a specific recurring schedule (every Friday evening) and updates account records based on open case counts. Record trigger flows (A) only fire when a record is created or updated, not on a…

Workflow/Process Automation

Question

Universal Containers (UC) would like to count the number of open cases associated with each account and update the account with this value every Friday evening. UC has several hundred open cases at any given time. What should the administrator use to complete this request?

Options

  • AUse a record trigger flow.
  • BUse a scheduled process builder.
  • CUse a Roll-Up summary.
  • DUse a scheduled flow

How the community answered

(48 responses)
  • A
    6% (3)
  • B
    4% (2)
  • C
    13% (6)
  • D
    77% (37)

Explanation

A Scheduled Flow is the correct tool because UC needs an automated process that runs on a specific recurring schedule (every Friday evening) and updates account records based on open case counts. Record trigger flows (A) only fire when a record is created or updated, not on a time-based schedule. Scheduled Process Builder (B) is a legacy tool that Salesforce is retiring and lacks the batch processing capability needed here. A Roll-Up Summary field (C) requires a Master-Detail relationship between the objects - the Case-to-Account relationship is a Lookup, so Roll-Up Summaries are not available. Scheduled Flows can be configured to run at a specific time and day, query open cases, count them per account, and update the corresponding Account record, handling hundreds of records efficiently.

Topics

#Scheduled Automation#Flow#Data Aggregation#Admin Best Practices

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