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Question 7 - Certified Administrator discussion

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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?

A.
Lightning Web Component
Answers
A.
Lightning Web Component
B.
Approval Process
Answers
B.
Approval Process
C.
Workflow Field Update
Answers
C.
Workflow Field Update
D.
Process Builder
Answers
D.
Process Builder
Suggested answer: D

Explanation:

Process Builder is an automation tool that allows you to create processes that perform actions based on criteria that you specify. You can use Process Builder to update fields on related records when a record is created or updated. To meet the requirement of updating the parent object Referral when the Referral Date field is updated on the custom object Referral Source, you need to create a process that triggers when a Referral Source record is updated, checks if the Referral Date field has changed, and updates the Referral Date field on the related Referral record.

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

asked 23/09/2024
max artusa
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