Universal Containers requires that when an opportunity is closed won, all other open opportunities on the same account must be rendered as Closed Lost. Which automation solution should a Platform…

Question

Options

• AFlow Builder
• BOutbound Message
• CFlow Orchestration
• DQuick Action

• A
  79% (27)
• B
  12% (4)
• C
  6% (2)
• D
  3% (1)

Explanation

Flow Builder is the recommended tool for automating updates to multiple related records based on a change to a single record. A "Record-Triggered Flow" can be configured to execute whenever an Opportunity is updated to "Closed Won". The flow can then find all other Opportunities related to the same Account where the "IsClosed" field is false, and use an Update Records element to set their stage to "Closed Lost". Outbound Messages (Option B) are used for notifying external systems, not for internal data updates. Flow Orchestration (Option C) is designed for multi-user, complex business processes and would be overly complicated for this simple record update. Quick Actions (Option D) require a user to click a button, which does not meet the requirement for automatic rendering upon the stage change.

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